Upcoming Events

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You’ll find here all the information you need about our upcoming educational and client appreciation events, including registration forms and directions.

EDUCATIONAL EVENT

Happy New Year!

To start the year off on the right foot, on January 25 we are holding a very important seminar with a truly unique Portfolio Manager, Larry Sarbit, as my guest presenter. Together, Larry and I will shed some light on current market conditions, how to protect your portfolio, and capitalize on the inevitable market corrections. I will also blow the lid off of some current marketing gimmicks that are about to hurt many unsuspecting victims of mass media and the big banks! Plus a few more surprises.

Please join us - I promise it will be time well INVESTED!

I can’t stress the importance of this event enough, so I’m also asking for your help to spread the word.

Do someone a favour and bring them along. A friend, a co-worker, a family member - someone you care about who has been investing, or simply saving, for a long time and could use some uncommon sense, because we all know common sense isn’t all that common! Lewkowitz Financial has been built by the kind words of many of our enthusiastic clients, so we want to make it easy for you to continue spreading the word. In fact, we’d rather reward our loyal clients than spend a ton of money on advertising.

So...we have a stack of $25 Tim Horton’s cards waiting to be given out to you for EACH guest (or a couple or household) referred and who attends this eye-opening event. We trust you would only recommend us because you feel we bring a lot to the table (and not just for the Timmy’s card!). Likewise, we trust you would only refer someone who has the potential to be a good client for us to work with.

Having said that, here are a few ways you can help spread the word:

Share this link to our Facebook page for your friends to see: Facebook Link

Email a link to this page to friends and associates.
Download the invitation and post it to other social media profiles.
Tell a friend or spread the word at work.

Most importantly, we’d love to see YOU there. But we’d also love it if you can help make this our biggest seminar audience ever – PLUS, there’s a special thank you prize for whomever refers the most attendees!

Thanks so much, and I look forward to seeing you there!

Robert

CLIENT APPRECIATION EVENT

Annual Gala

It’s that time of year again! We have plenty to celebrate and we’re looking forward to seeing everyone at this year’s gala - our biggest yet. Click the link below to view all relevant information about the date, time, venue and registration for you, your spouse and a friend or colleague that you feel could benefit from being introduced to us.

COMMUNITY EVENT

Retirement Income Seminar

For most people today, retirement is getting longer, expenses are higher and the need for proper planning and strategy has never been greater. We hope you’ll join us for this free educational seminar that will present all the key steps to ensuring you have not only the savings, but also the income, that you need for retirement.

Earning your wealth is only the halfway mark; the other half is turning your wealth into something meaningful. Now that you’ve done your part, it’s our job to help you create that significance.

Robert M. Lewkowitz, CPCA
President, Lewkowitz Financial
Partner, Equity Associates

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