JUNE 10, 11 & 12, 2008
Blue Mountain Inn & Conference Centre "Collingwood, Ontario"

Rodgers Investment Consulting welcomes you to attend the fourth annual Aboriginal Trust and Investment Workshop. The three-day workshop is designed to educate and engage participants  in discussion on the fundamentals of Aboriginal Settlement Trust and investment  management. This year, there will be more case studies and innovative approaches to using trust income.

Effectively manage and invest Settlement Capital and Resource Revenue

  • Investment and trust basics
  • Developing and managing a trust
  • Trust law and policies
  • Choosing service providers
  • Leveraging trust money
  • Selecting your team
  • Tax strategies for trusts
  • Investment policy and decision-making
  • Understanding the investment industry
  • Sustainable spending policies
  • Investment and trust basics

Networking Opportunities

Meet leading tax, trust law, and investments experts. Learn about successful strategies from communities across Canada.

Who Should Attend

Chief and Council
Trustees
Trust Managers
Financial Officers
Senior Administrators
Department Heads

Develop a step-by-step plan for managing an effective investment structure for Aboriginal communities