Upcoming Events

We regularly host events on topics such as retirement planning, tax planning, and investment planning.  Check back here for updates.  To find out more about our investment and financial planning events, or to invite us to speak at your group or event, please contact us directly.

 

COVID-19 Virtual Presentation - Looking across the chasm 

One of the longest bulls has been replaced by the quickest bear market in history. The global economy has been induced into a coma to combat the COVID-19 pandemic. Please join Ephtimios MacNeil Wealth Management along with Richardson Wealth’s Chief Investment Officer, Craig Basinger, for a virtual gathering where he will share his team's views, opinions, and thoughts:

  • Market update
  • COVID-19 and the abrupt slowdown of the economy
  • How this may play out in the short term
  • What do the economy and the markets look like on the other side

When: Thursday, April 9 at 12:30pm (ET)

WebEx Link: Click HERE – a few minutes before the WebEx is set to start

Any Questions?: Any question you would like asked, please email to Fadi.Ephtimios@RichardsonWealth.com or Lynn.MacNeil@RichardsonWealth.com

Dial-in option: The WebEx has audio through your computer but if you prefer to dial in:

+1-647-484-7953 Canada Toll

1-888-642-2128 Canada Toll-Free

Access code: 622 670 982

 

Technology instructions written by a non-Technology person

  1. Click on the WebEx link HERE
  2. Click on the link ‘Join from your browser’ at the bottom of the page (you don’t need to download webex.exe) .
  3. Enter your name and email, click next
  4. If a window ‘New Audio and Video Preview Window’ may appear, you can select skip
  5. At the bottom of the box, there is a ‘call me’ option’ or ideally you can select ‘Using computer for audio’
  6. Once audio is selected, then select ‘join meeting’
  7. Your line will be muted but if you would like to ask a question, there is an icon at the bottom ‘chat with all’

The accredited investor exemption

Who qualifies as an accredited investor?

  • An individual who, alone or together with a spouse, owns financial assets worth more than $1 million before taxes but net of related liabilities or
  • An individual, who alone or together with a spouse, has net assets of at least $5,000,000.
  • An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year; or
  • An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
  • An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer

The law assumes that accredited investors do not need the protections offered by a prospectus because they can:
(a) get and analyze the information needed to assess an investment without a prospectus; and
(b) handle the loss of their entire investment, if things go wrong.

Note that an accredited investor must purchase the securities as "principal." This means the investor must be purchasing for him or herself, rather than for another person.