Fri, Nov 18, 2016 12:00 pm to 2:00 pm
This event is from the archives of The Notice Board. The event has already taken place and the information contained in this post may no longer be relevant or accurate.
This session discusses the fundamentals and strategies in personal financial planning, including:
- Net worth and cash flow management, as well as debt management and analysis and calculation of mortgage financing and repayment options.
- Savings and investment products are covered as well as the essentials of RRSPs, RESP’s, TFSAs, government benefit programs, and personal insurance.
- Taxation as it relates to long term personal financial planning.
Speaker: Susan Farrell, Senior Marketing Director, World Financial Group
Room or Area:
M2044 (Trading Room)
Free
Contact:
Lynda Thai-Baird | lynda.thai@uleth.ca | (403) 332-4121 | uleth.ca/management/finance-workshop