Sun Life Lunch & Learn: Creating Your Financial Roadmap

Health and Well Being - Sun Life Financial Seminars

This is the right program for … those who want to control their expenses and learn the principles of sound money management. You may register for a single session or the complete series.

Having a goal without a plan is like embarking on a journey without a map. Creating a financial roadmap is the first step to ensuring you are on the right path in reaching your financial goals. And, at different life stages, your roadmap will need to evolve to meet your changing needs. Attend the ‘Creating your financial roadmap’ seminar. This session will help you understand:

Topics include:

• How to build a financial roadmap
• What common money management mistakes people make
• What tools are available to build a solid financial plan
• How to save for your child’s education
• Ways to minimize taxes
• The importance of protecting what’s important with a will

Instructor: Kevin Bewick, Certified Financial Planner, Workplace Solutions, Sun Life Financial

Cancellation Policy

Please cancel no later than 2 days in advance to ensure we can give your spot to someone on the waiting list.