Koby Lerner Investment Advisor

10/20/2024

Join Raymond James' Neil Linsdell, Head of Investment Strategy, Ed Mills, Managing Director, Washington Policy, Eugenio Aleman, Chief Economist, and Tavis McCourt, Institutional Equity Strategist, for a quarterly update on financial markets and insights into what to expect in the market with the upcoming US election.

zoom.us

10/18/2024

steelewealthmanagement.com

10/16/2024

Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including:

1. What sort of preplanning should be done?
2. How do you transition into assisted living?
3. What do you do with their new space? How do you make it feel like home?

Follow the podcast on LinkedIn:
The Advantaged Investor

Please subscribe, rate and review. Reach out at [email protected].

raymondjames.ca

10/14/2024

theglobeandmail.com

10/12/2024

theglobeandmail.com

10/10/2024

raymondjames.ca

07/05/2024

Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis.

raymondjames.ca

06/20/2024

Give your kids a head start and actively teach them about money.

Listen in to Robin Taub, CPA &CA, keynote speaker and bestselling author joins the podcast to discuss kids and money, including:
Importance of financial literacy
Lack of financial planning education for kids/youth
How to start helping your kids/grandchildren
Important things teenagers/young adults can do

If you have any questions feel free to schedule a 15 minute phone call here:
https://calendly.com/koby-lerner/phone-call-meeting

www.raymondjames.ca

06/18/2024

Powers of Attorney for Property and trusts both serve an important function: protecting and controlling your wealth at a time when you are no longer able to do so. Come learn about why it is important to have an appropriate attorney for property, as well as the duties and obligations involved in acting as an attorney for property. Attendees will also learn about how the use of trusts in estate planning can help to protect beneficiaries' inheritance from creditors, marital breakdown, financial predators, or even themselves.

raymondjames.zoom.us

06/17/2024

Should estate planning be different for beneficiaries with a disability? What is a Henson Trust (or disability trust) and is it right for your unique situation?

An important purpose of estate planning is to sure that loved ones are financially cared for after a person's passing. This goal can become more important, as well as more complex, when one or more beneficiaries has special needs which require particular financial planning and protection. A lack of proper planning may lead to mismanagement of the inherited assets, barriers to accessing the assets or a loss of government disability support benefits upon receipt of the inheritance.

While each situation is unique, there are some common estate planning tools which can be used to provide for beneficiaries with disabilities.

Have questions? Schedule an introductory Zoom meeting: https://calendly.com/koby-lerner/zoom-meeting

Want to learn more? Click the link below

www.raymondjames.ca

06/16/2024

06/14/2024

Canada is in the midst of a productivity problem that even the Bank of Canada's senior deputy governor labeled an "emergency."

www.raymondjames.ca