Events

Is it time to review your financial roadmap?

You’re invited to attend a webinar on Review your financial roadmap

During this session, you will learn:

• The importance of having a financial plan

• The impacts of a non-controllable event such as COVID-19

• Tools and resources available

A Financial plan is based on the financial pyramid. There are many components to help us to reach our financial goals to keep our focus on our main objectives.

• Here are the elements you have to consider in developing a financial roadmap, in the form of a pyramid...all built on a solid base with a good financial roadmap

• Please address the bottom items of the pyramid before moving to the top of the pyramid. This ensures you have a strong base.

• Some events you control, but there are others over which you have no control (e.g. dying prematurely, suffering a critical illness, etc.)

• Controllable events are those like investing in RRSPs, buying a home, reducing debt, putting aside emergency cash, education savings

Unable to attend but interested in this presentation?

Call or email me to book some time.

For more information contact

Mike Butean,BEng,CCS

Advisor , Sun Life

647-569-3799

Appointment Booking link: https://bit.ly/3fYCpjQ

Life's brighter under the sun