Wealth Wisdom: Build a Personal Financial Plan for You & Your Business

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Date(s) - 07/06/2017
5:30 pm - 8:30 pm

Nita Lake Lodge Train Station






Wealth Wisdom: Build a Personal Financial Plan for You & Your Business

Event Details:

Do you want to get the most out of your life and money? Is your business financially stable and sustainable? Are you up to date on how to make the most of your cash flow, credit history and banking decisions to ensure your financial success?

Join us on Wednesday June 7th from 5:30 to 8:30 pm at Nita Lake Lodge’s Train Station as we welcome Vancity to share how you can redefine wealth to build your financial foundation.

Our panel of experts will guide you to take control of your dollars and debt. They will deliver real world advice so that when you leave this event, you will:

  • Learn how to make wise decisions when it comes to banking and budgeting to make the most of your money.
  • Identify strategies to help you increase your “entrepreneurial rating”.
  • Gain information and tools to help make your business more financially stable and sustainable.
  • Understand the ups and downs of economic cycles and how to develop a cash flow projection plan to survive in fat or lean times.

Check in at 5:30 pm to network, enjoy light hors d’oeuvres and desserts provided by Lighthouse Visionary Strategies, with wine offered at a special discounted price. Shared knowledge, impactful networking and lots of draw prizes!

Lastly, we will finish the evening with an opportunity for you to access our knowledgeable speakers. Ask your personalized questions and walk away with tangible takeaways and tools for your financial success.

Oh all that and an EARLY BIRD BONUS too! Buy your ticket by June 1st and 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.


Terms & Conditions: Tickets to Whistler Open Forum Events are non-refundable but may be transferred.


About Our Guest Speakers

CarolineCoudreau_headshot copyCaroline Coudreau, Vancity – Community Business Account Manager


We are so fortunate to have Caroline as one of our Guest Speakers. She started with Vancity in 2012 as a contact center agent, progressing through retail lending, mortgage lending, underwriting and business analysis to her current one as a Commerical Account Bank Manager. She brings strong knowledge (and commitment) to help small and medium-sized businesses thrive. Whether sharing a solid understanding of operational cash flow or special considerations when starting a new business, Caroline’s solid knowledge and facilitation skills are designed to improve a business’s success. She graduated from UBC with a Bachelor of Arts (Economics) and Diploma in Accounting and is currently completing the Chartered Professional Accountant program and is a facilitator of Vancity’s financial literacy initiatives. In her spare time, Caroline spends time on a committee with the Society for the Promotion of Environmental Conservation; she’s a member of the Board of Change as well as enjoying the outdoors, travelling and salsa dancing.








Reserve Your Spot

Ticket price is $36.75 (includes GST)





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