Financial Planning for Workers
5:30 PM - 7:00 PM MST This is a virtual event
What to invest in? Seems impossible to save for retirement or a home? Want to do more with your finances? Ready for year-end taxes? The world of finance is always evolving for today’s workers. Get current information to help you make sound financial decisions.
Workers “work hard” to earn a living, so getting the right advice for your financial decisions is important.
This workshop is free, and open to all workers: young workers, workers with family obligations, workers planning for retirement, or workers with multiple jobs. Get advice and answers to make sound decisions before the year-end and tax deadlines. This virtual event will allow you to attend by computer wherever you need to be.
Get your questions answered:
- what’s the difference between mortgage negotiation with banks vs with a mortgage broker
- ask about options for children’s education funding
- understand life insurance, critical illness insurance, or home and personal insurance options
- TFSA, FHSA, RRSP…determine the best savings options for your future plans.
- and more…
Just in time for year-end, join this virtual Q&A with a Certified Financial Planner with more than 43 years of experience in the financial service world. Pierre Lacasse helps his clients achieve their financial goals, provides free no-obligation financial planning consultation to anyone and believes in furthering the wealth and well-being of his clients, their loved ones and the organizations they care about.