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Tuesday, March 21, 2023

Mark your calendar!
8 days left to register for our FREE workshop about RDSPs (Registered Disability Savings Plans)!

Seating is limited to secure a seat for this free workshop where you will learn the ins and outs of RDSPs including the benefits, how to contribute, and more!

There will be a Q & A session and we recommend you bring a cell phone, tablet or computer to take notes.

Register and learn more:
https://www.eventbrite.ca/e/570299279497

#RDSP... more

Posted at 07:20 PM

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Friday, March 17, 2023

Our next event on March 29 is all about RDSPs (Registered Disability savings Plans)!

Seating is limited to secure a seat for this free workshop where you will learn the ins and outs of RDSPs including the benefits, how to contribute, and more!

There will be a Q & A session and we recommend you bring a cell phone, tablet or computer to take notes.

#RDSP #registereddisabilitysavingsplan #financialsecurity #freemoneyadvice #certifiedfinancialplanner... more

Posted at 11:00 AM

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Wednesday, March 15, 2023

Come learn and ask questions about setting up and using RDSPs as well as how and who can contribute to Registered Disability Savings Plans during our Free Workshop on March 29!
Seating is limited.

Details of the event and link to reserve a seat below:

https://bit.ly/3ybTZa4

#RDSP #registereddisabilitysavingsplan #financialsecurity #certifiedfinancialplanners

Posted at 11:22 AM

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Wednesday, February 15, 2023

Last chance to reserve your seat for some great financial education served up over wine!

Free event hosted by 2 financial services industry professionals!

RSVP here by clicking the 'Upcoming Events' button:
https://freemoneyadviceforcanadians.com/

Posted at 11:49 AM

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Wednesday, February 15, 2023

Countdown is on!

Our 'Estate Planning over wine' event is tomorrow night!

This free event may be a game changer for you and your loved ones! Having a plan in place that enhances your estates value is not an eleventh hour decision. Your beneficiaries deserve the peace of mind that comes from knowing a solid plan is in place.

Join us and enjoy a casual yet professional event focused on understanding the Ins-and-outs of how to get started and all the essential steps along the way.

RSVP here:... more

Posted at 11:00 AM

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Tuesday, February 14, 2023

Estate planning means your proverbial ducks are in a row so that your estate will have optimal value for your beneficiaries.

But just where do you start? What should you know as you move through the process?

Register now to attend our free, in-person event in St Albert this Thursday the 16th! You will receive the latest information from2 financial professionals with over 20 years of experience in the financial services industry.

The venue is relaxed and casual yet professional.

RSVP... more

Posted at 11:41 AM

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Tuesday, February 14, 2023

Countdown is on!
Our 'Estate Planning over wine' event is 2 sleeps away!

This free event may be a game changer for you and your loved ones! Having a plan in place that enhances your estates value is not an eleventh hour decision. Your beneficiaries deserve the peace of mind that comes from knowing a solid plan is in place.

Join us and enjoy a casual yet professional event focused on understanding the Ins-and-outs of how to get started and all the essential steps along the way.

RSVP here:... more

Posted at 10:30 AM

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Monday, February 13, 2023

Countdown is on!

Our 'Estate Planning over wine' event is 3 sleeps away!
This free event may be a game changer for you and your loved ones! Having a plan in place that enhances your estates value is not an eleventh hour decision. Your beneficiaries deserve the peace of mind that comes from knowing a solid plan is in place.

Join us and enjoy a casual yet professional event focused on understanding the Ins-and-outs of how to get started and all the essential steps along the way.

RSVP here:... more

Posted at 11:28 AM