Courtesy Mr. Joe Joseph, Financial Advisor, Edward Jones in association with Sun Life Financial, brought an afternoon of knowledge exclusive for IITAC members on April 28th at Payal Banquet Hall on:
"Advanced Retirement Planning"
Guest speaker Jennifer Poon, Director Tax and Estate Planning, Sunlife Financial gave excellent points on the topic. She and Edward Jones were courteous to give her presentation for benefit of those who could not attend. The presentation is attached below: