Our Financial Seminars are designed to encourage better saving and investing: we bring an awesome lunch and present on a personal finance topic that’s relevant for your team.
Why your company should host a Lunch n’ Learn:
- Encourage learning. We’ll show your employees how to make smart investment decisions and how to plan for big lifestyle changes (e.g. getting married, having children, or buying a home).
- Expert Advice. With over 18 years of experience, providing solutions to young professionals, families, business owners & retirees.
- We don’t favour any one company. Our 45 minute Lunch n’ Learn is purely educational. We don’t discuss a specific company or product unless invited to explain.
- Lunch is on us. We will pick up awesome lunch for all attendees.
Lunch n’ Learn Topics
Guide to Retirement
Retirement is different now than for previous generations, and many topics and issues are interconnected. In each section of the Guide to Retirement, we discuss common client misconceptions and retirement challenges and provide the tools to address them.
- Changing retirement landscape
- Saving
- Retirement Spending
- Investing
- Life Expectancy & Retirement Longevity
- Recessions & bear markets
- Historical perspective
Investing Foundations
An Innovative financial security planning strategy called “Foundations” designed for people under 35 or new to financial security planning. This group of people is typically in their first post-secondary career and learning to balance; work, life, money management, debt, and independence.
- What is practical financial security planning for this stage of life
- The importance of developing and clearly communicating your financial goals
- How to organize and assess your present financial situation
- Budgeting and cash management
- 4 Cornerstones of Financial Security Planning
Near Retirement
The 5 years before & the first 5 years into retirement are the most critical to maintaining your retirement lifestyle. If you’re retiring within a few years, you’ve probably got a lot on your mind. When will I be ready to retire? Will I still need to work? How much money will I have? How long will my money last?
- Principles involved in sound financial planning
- Personal and psychological aspects of retirement
- How to organize, review and assess your retirement finances
- Details of your workplace pension plan and related benefits
- Details of CPP, OAS & other government programs
- Tax planning and RRSP strategies
- Will & Estate Planning