10:15am - 11:30am Moving Forward on your Own: Charting your new financial path

Charlotte Paul

Charlotte Paul

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This presentation will be a hands on workshop that will dive into financial planning strategies specifically for widows. Through case studies, we will learn how to practically apply basic financial concepts such as creating a net worth statement, how to analyze your cash flow and setting up financial goals for success. The workshop is designed to give a widow the skills needed to be confident with their own financial path as they move forward on their own.

*Please note this workshop will be based on Canadian financial markets and concepts