Health care professionals: building sound financial management skills

Sep 28, 2019 09:30 AM - 10:30 AM Eastern Daylight Time
The London Hunt and Country Club 1431 Oxford St. W. London, Ontario

When it comes to financial education, it's never too late to start.  Please join us for a practical, comprehensive 10-module wealth planning series tailored to health care professionals. We offer you the flexibility to choose which modules you'd like to attend.  Attendance is complimentary, but space is limited.  Please RSVP below.

 

9:30 a.m. - 10:30 a.m.

A light breakfast will be served.

 

Saturday, September 28, 2019 

Banking services - bank accounts and digital services

 

There's more to come!  Future events include...

Understanding credit

Investment account types and how to determine which ones to use

Planning benefits         

Wills, estates and trusts         

Wealth transfer strategies

 

 

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