Get the tools you need with Financial Planning Workshops

Hands-on Planning Sessions

The Topics for our workshops are similar to those discussed in the seminar section, however these sessions provide community members with an in-depth, hands-on experience. Here you will take the information provided and immediately put it to work.

This 3 to 4 hour session allows you to get right to work and with an expert on hand to assist and offer suggestions. You will also gain valuable insights on these topics from first-hand experiences of your fellow members.

Prior to all workshops each participant is provided with an outline of the material that will be made available at the workshop as well as any information they may wish to bring with them to the workshop.

Our workshops provide an excellent way for community members to develop a financial plan specifically tailored to their own set of circumstances and goals.