Financial Wellness 101 with Capital Estate Planning and MNP Debt

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Looks like this event has reached capacity - but don't worry there are 2 more upcoming sessions - get your tickets here! Register here for the Saturday, April 10 session: https://www.eventbrite.ca/e/145113573605 Or register for the Saturday, May 8 session: https://www.eventbrite.ca/e/140149353489

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Online event

Sales Have Ended

Registrations are closed
Looks like this event has reached capacity - but don't worry there are 2 more upcoming sessions - get your tickets here! Register here for the Saturday, April 10 session: https://www.eventbrite.ca/e/145113573605 Or register for the Saturday, May 8 session: https://www.eventbrite.ca/e/140149353489
Event description
Financial Wellness 101 is built to give you tools to take control of your financial situation.

About this event

What would you do if things suddenly went very, very badly in your financial life? If you or your partner were laid off? Or you got sick and couldn’t work? Or your relationship breaks down? Or your debts just got out of control? If your income was interrupted for even a couple of months, could you handle it?

Financial Wellness 101 is built to give you tools to take control of your financial situation. How to start saving and investing. Easy steps on where and when to put your money. Tips for budgeting and saving. The importance of an emergency fund. Tips for maintaining a good credit score. It will also teach you about debt – how to handle it, how to address it, tools you can access if things get out of control.

The presenters:

Rick Harcourt leads the team that provides the ATA Voluntary Benefits Program to teachers across Alberta – a suite of financial solutions built specifically for teachers across the Province. This includes the ATA Group RRSP / TFSA, ATA Group Critical Illness and ATA Group Life / Mortgage Insurance. Rick and his team work with thousands of teachers across Alberta to help them prepare for the future, and is a featured speaker at ATA events including the ATA Retirement Seminars put on by pension consultants.

Nicole Polak is a Chartered Professional Accountant with over 17 years of experience in helping individuals and families find creative solutions to their financial difficulties. She is a Vice President and Senior Manager for Insolvency at MNP LTD, a national leader in accounting, tax and business services across Canada.

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Organizer Capital Estate Planning

Organizer of Financial Wellness 101 with Capital Estate Planning and MNP Debt

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