Engage and energize participants to take action when they realize just how important having a money strategy is. I cover the steps and tools to use along the way.
Concise information, outlining the key areas we need to focus on to ensure a good understanding of our financial situation.
Clear action steps to implement decrease feelings of overwhelm around money. Awareness and understanding of different strategies gives options to choose those that are the right fit for us.
Financial stress is a significant burden many Canadians feel. Participants will feel more confident and empowered to handle their finances through the direct financial knowledge gained in the presentation. They will feel more secure knowing they have the ability to make financial decisions which lowers stress and increases their productivity.
Financial assets (RRSPs, TFSAs, investment products), how to invest, debt management, credit scores, insurance products, estate planning, classifying spending, budgeting, saving, goal setting and how best to prepare for major life events are just some of the topics covered.
Learn more about a seminar for your office or workplace, social group, Mom's group, wellness retreat, exercise group or any other group you are a part of! Length of the presentation, size of the group and location (including VIRTUAL!) can be accommodated. Great service offering to employees or clients.
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