Free

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Location

Roderick Mah Centre

Room EC2010

Mount Royal University

Calgary, AB

Canada

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Event description

Description

We welcome you and your spouse to join us for a free educational seminar for young families that will provide you with the financial knowledge you need to feel confident for the road ahead. No product, no sales, no B.S. - just practical education for your unique situation.

It is important to us that both you and your spouse attend the event in order to get the most value out of this seminar. This will ensure that everyone's questions are answered, that you are both on the same page, and that you both gain a strong understanding of these topics. Because we feel that this is so important, we have partnered with our friends from Rockabye Daycare to provide you with free daycare services available in a nearby classroom. So come join us for a coffee, take a break from the little ones, and learn about these topics that you know you need to understand.


We will be covering 3 high level topics that we feel are most important to you:

1. Risk Management

  • Life Insurance, debunked!
  • Disability and Critical Illness Insurance: What they really provide you with.
  • Group Coverage: Aren't I covered through work?

2. Wills, Estates and Guardianship

  • Do I need a will?
  • Personal Directives
  • What are Power of Attorneys?

3. Investing, as a Family

  • Financial Planning, when daycare costs more than your mortgage.
  • W.T.F. Acronyms & Investment Accounts, revealed!
  • Investment Fees, exposed!


We also host workshops for people who want to take the steps to implement solutions that they see fit. We will be allowing attendees from this seminar to sign up for these workshops that we will be hosting in the weeks following the seminar. These workshops will give you and your spouse the chance to sit down and implement anything that you feel is important to you and your family. We will help you determine what solutions are best for your family by walking you through the steps that we take with our own clients, and completing the paperwork required to get things started.


We sincerely hope to see you and your spouse there - please register soon, and be sure to reserve a ticket for each of you. We expect seats to fill fast!


If you are interested, but the date and time does not work for you and your spouse, please let us know by sending an email to up@upfinancial.ca. If there is enough demand for another seminar, we will consider hosting a second seminar on another date.




FAQs

What is the parking situation?

Parking is available behind the Roderick Mah Centre, which is accessible from the campus' East Gate. A detailed parking map will be emailed to you after you have registered.

How can I contact the organizer with any questions?

You can contact us by email at up@upfinancial.ca, or call us at 587-316-4070.


What do you mean by "young" family? Am I eligible to attend?

We are focussing this event on the needs of families with children under 12 years old. However, if you have children over 12 and feel that you would still find this session valuable, please do not hesitate to come!


Will there be food provided?

We will be providing coffee and tea, but will not be providing any breakfast or lunch.


Who will be watching my children?

We have hired the team from Rockabye Daycare to be give you a break from the children so that you can focus on learning these topics. They will be watching the children in a nearby classroom. They are fully licensed, insured, and very experienced.


What should I bring?

We do not require you to bring anything to the seminar besides an open mind and a willingness to learn. We will provide you with notepads and pens so that you can jot down your new found knowledge!


What if the 27th doesn't work for my spouse and I?

If this date does not work for you, please let us know. If there is enough demand for a repeat of the event we will consider hosting it again.


Are these workshops mandatory?

Not at all. We host them as an option for people to learn more, dig deeper on their specific needs, and begin taking steps to make a change - but they are optional, and available to sign up for after the seminar. If you think you'll find it valuable, you are welcome to attend! But if they don't sound like something that you would want to take part in, that's no problem either.

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Date and Time

Location

Roderick Mah Centre

Room EC2010

Mount Royal University

Calgary, AB

Canada

View Map

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