Building Your Financial Foundation: Manage Your Money & Plan for Your Future

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Date/Time
Date(s) - 16/04/2018
5:30 pm - 9:00 pm

Location
Crystal Lodge - Emerald Room

Categories


BUILDING YOUR FINANCIAL FOUNDATION:  Manage Your Money & Plan Your Future

Your financial wellbeing depends on making good decisions that fit your unique situation and goals. On Monday April 16th, Lighthouse Visionary Strategies and Squamish Savings present a hands-on workshop that will dole out real-world advice so you can make the most of what you have and plan for achieving your dreams for the future.

Wealth Planner Jennifer Underwood from Vancity will guide you to take control of your dollars to build a solid financial foundation and prepare for the big moments in life—travelling, retirement, buying a home, or leaving a legacy for the people and issues you care about.

This forum is not a sales pitch for services, but instead will offer a presentation jampacked with resources and tools, along with ample time so participants can start crafting their financial future in a provided workbook.

The two segments will offer:

Part 1: Budgeting to Achieve Your Goals & Dreams –  Learn how to make the most of your money by making wise decisions when it comes to banking, budgeting and investing.

Part 2: Saving for the Future & Building a Legacy – The crux of this workshop will provide a holistic view of what retirement lifestyle looks like for each individual. You will learn:

  • How to plan ahead for different life stages before and during retirement.
  • How to create projected cash flow to sustain your desired retirement lifestyle.
  • Types of retirement income and how investments, inflation and other outside factors can impact retirement plans.
  • Estate planning tips.

Lastly, we will finish the evening with an opportunity to ask your personalized questions and walk away with tangible takeaways and tools for your financial success.

Oh all that and when you buy your ticket, we will send you an introspective exercise that will have you exploring your current relationship with money and how to elevate awareness of the money mindset you want to create.

WORKSHOP DETAILS

Date & Time:  Monday April 16th; 5:30 to 9:00 pm

Location: Crystal Lodge – Emerald Room

Ticket Price: Early bird tickets available until April 6th at $59 (plus GST); after April 6th, tickets are $89 (plus GST) – includes speaker presentation with workshop component, Peaked Pies yummy-ness and beverages (coffee, tea, sparkly water)

Terms & Conditions: Tickets to Whistler Open Forum Events are non-refundable but may be transferred.  Purchase of tickets confirms understanding of terms/conditions.

What Else?  We are delighted to have Peaked Pies and Blenz Whistler as our food & bevvie sponsors – yum!  Enjoy delicious handmade pies and fresh salad, along with your choice of coffee and tea.

ABOUT OUR SPEAKER: Jennifer Underwood, Vancity – Wealth Planner

DSC_0003Jennifer Underwood started working at Squamish Credit Union in 2005. Continuing on after their 2016 merger with Vancity, she worked her way from teller and Accounts Manager to her current role as Wealth Planner in the Vancouver head office. Having acquired financial management certification from BCIT, she is currently studying for the Certified Financial Planner exam. Jennifer shares a powerful story blending her career knowledge and education with personal experience having lived below the poverty line. Wanting to help others build wealth to break through that barrier and seeing a need in the Squamish community, she created the “Fresh Start” program in 2012, designed to help people to have a “fresh start” with their finances.

 

Thank You to Our Amazing Sponsors!

Sponsors_FinanceWorkshop2018

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