Financial Planning Seminar Room

Who...

Local professionals serve as Topic Coaches and donate their time and expertise to conduct free seminars for community members and business groups.

What...

Attendees can chose from a variety of seminars topics each of which focuses on the key areas of financial planning.

When...

Each seminar is typically about 90 minutes in length. Seminars are conducted on an ongoing basis throughout the year and typically take place on a Wednesday or Thursday evening or during the day on a Saturday. Seminars can also be conducted during the workday to accommodate employer/employee groups who wish to take advantage of our services.

Where...

Seminars are typically held at convenient locations within the community such as a library or a school as these locations offer free parking and easy access to all.

Why...

The goal of each seminar is to provide community members with the knowledge, skills, confidence and tools necessary to enhance their financial well-being and achieve their personal goals in a comfortable learning environment with knowledgeable coaches.

How...

Seminars are informal in nature and participants are encouraged to ask questions throughout the session, as an open discussion of the topic is encouraged. Topic Coaches provide valuable financial planning information and easy-to-use strategies designed to help participants better achieve their life goals. Participants may also be given financial planning tools and resources such as booklets etc., to further assist them following the actual seminar. Attendees wishing to take advantage of further assistance may also chose to book a free personal consultation with one of our knowledgeable topic coaches to help them determine how they may best achieve their personal goals.

Note: Given the popularity of our seminars we ask that you please pre-register for each session given that seating is limited.

Upcoming Events

Calendar of financial seminars and workshopsView our list of Upcoming Financial Planning Seminars and Workshops

Group Bookings

Although you have the ability to join any of our Seminars or Work Shops as a group, we also offer customized sessions.  If you would like to book a seminar or workshop for your organization or company, please contact Shawn Murphy.

 

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