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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.

Wishing you a joyful Easter filled with hope, renewal and possibility. 🌷

Whether you're planning family gatherings, dreaming about life goals or simply taking time to reflect, Easter reminds us that new beginnings are always within reach.
Life insurance helps ensure your family can maintain their lifestyle, pay off debts and fund future goals even after you die. Simple, affordable coverage can make all the difference. Message me for a personalized coverage estimate. https://advisor.sunlife.ca/jody.heebner/
Short‑, mid‑ and long‑term goals — consider organizing into a Sun Life One Plan so you can act with more confidence. Let’s get started on your #SunLifeOnePlan.

Message me for details. https://advisor.sunlife.ca/jody.heebner/
Spring is here, and so is home buying season! 🏡

Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.

Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/jody.heebner/

#HomeBuyingSeason #DreamHome #RealEstateGoals
Big changes are underway at Next Chapter Financial Solutions ✨

Today is our last day in our current office as we prepare to move into a new space designed to serve you even better.

Our office will be closed April 1–6 to accommodate the move and the Easter long weekend. We look forward to welcoming clients in our new location starting April 7.

📍 New Address:
#262, 104 13th St. N., Lethbridge

Thank you for your patience and continued support during this exciting transition. We can’t wait to see you in our new space!
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A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Ask me about Sun Life One Plan. https://advisor.sunlife.ca/jody.heebner/

#SunLifeOnePlan
Be prepared for whatever your next chapter brings. I can help you reach your financial goals.
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Just a REMINDER that we are moving next week and the office will be closed April 1st and 2nd for the transition. We will be back up and ready to welcome you to the new space after the Easter Long Weekend!

Looking forward to seeing you at the new location- #262, 104 13th Street N, Lethbridge
Thoughtful planning ensures your assets reach the right people at the right time — with minimal tax impact.

Key considerations include:
-Estate planning strategies
-Tax-efficient wealth transfer
-Protecting family harmony
-Preserving your legacy

Start planning today for a seamless transition tomorrow. Get in touch. https://advisor.sunlife.ca/jody.heebner/
Life is unpredictable. What if you got an unexpected diagnosis? I'm here to help! Learn how critical illness insurance could help protect your finances.
A simple plan helps balance today’s cost with tomorrow’s goals. Let’s build a family cash-flow roadmap that works for you.

https://advisor.sunlife.ca/jody.heebner/
With Sun Life's free life insurance calculator, in just a few minutes you can easily predict how much life insurance you might need. Try it out, then let’s connect to chat more!

https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/life-insurance-calculator/
You don't need the luck of the Irish for a strong financial future - just smart planning! Let's review your strategy to ensure you're on the right path to reaching your pot of gold.

Happy St. Patrick’s Day to those who celebrate! ☘️

https://advisor.sunlife.ca/jody.heebner/
Don’t forget to call your financial advisor bestie for all of those big life moments!!

Not only do they deserve celebration — they deserve a plan. 💛

Marriage. A new baby. Career changes. A home purchase. Retirement.
When life changes, your financial plan should too.

If something significant has happened (or is about to), let’s review your plan and make sure it still supports the life you’re building.

📩 Reach out — I’m here to help you plan for and celebrate your next chapter right along side you!
Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://advisor.sunlife.ca/jody.heebner/
From health spending accounts to enhanced benefits, there are ways to cover what provincial plans don't — and sometimes save on taxes too. Let's explore what fits your needs and budget.
New office location coming soon!
A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://advisor.sunlife.ca/jody.heebner/
Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://advisor.sunlife.ca/jody.heebner/
Raise your family with their next chapter in mind.

Insurance is so much more than a policy- it's the foundation that protects everything you're building.
When your base is solid, your goals have room to grow with clarity and purpose. Financial confidence starts with protecting what matters most.

Build with intention. Protect with purpose.

If you are not sure whether your foundation is strong enough, let's review your plan and make sure it supports the life you're creating.
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Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect