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Workshops

To learn more about our services, we recommend one of our large or small-group workshops.

Large Workshops

We hold major, large-group workshops throughout cottage country. Our next workshop will focus on Retirement Peace of Mind. It will be held in several cottage-country locations including Huntsville, Bracebridge, and Bancroft. For further information or to reserve a place, phone us at 800-893-6496 or email us at info@cottagecountrygroup.com.

Small-Group Workshops

We hold regular small group workshops with groups of 4-8 people at our office on specific topics of interest. If you would like to attend any of the following small group workshops, phone us at 800-893-6496 or email us at info@cottagecountrygroup.com.

How to Choose the Right Mutual Funds for You

  • learn how to judge performance of a fund
  • learn about the different types of funds

How to Use a Bond Ladder

  • how to increase returns and lower your risk
  • how to create a monthly income

What are Segregated Funds?

  • learn about the guarantees and reset options
  • learn how they might be beneficial in your portfolio

How to Create a Stock Portfolio

  • learn the strategies of successful investors
  • learn how to read stock research reports

How to Use Options for Fun and Profit

  • learn the option basics - a put, a call, a combination
  • learn bearish and bullish strategies

Effective Strategies for Protecting Your Estate from the Tax Department

  • learn more about trusts, estate freezes, and insurance
  • learn the new tax benefits of charitable giving
  • learn how to protect your cottage for the next generation