If you have an interest in your own personal finances, want to learn more, or are looking to brush up on your financial knowledge, this is the workshop for you!
This workshop will provide you with an analysis of wealth accumulation and savings mechanisms, as well as a review of best practices. For all levels of wealth management, there is information relevant to all situations no matter your knowledge base or income bracket.
The main topics covered consist of:
There will be a focus on the benefits and shortcomings of each wealth management vehicle analyzed. General investment tips and everyday life hacks will also be touched on.
Free to attend; includes complimentary lunch and prize draw.
Facilitator: Amanda Baxter, BA, is a Financial Security Advisor with Freedom 55 Financial, Quadrus Investment Services Ltd. in Vancouver, BC. Amanda works with her clients to build personalized and comprehensive financial plans that will grow with them throughout their lives. Clients can be confident they have a plan to help them meet their needs in a professional and effective manner. Amanda¿s in depth process; from needs analysis to product expertise, will help you achieve your goals and live the life you want! With a focus on investment planning, wealth management and lifestyle protection Amanda runs a full-service practice.