Financial Services Webinar #1: Cash Flow Management

Online

This webinar will discuss the optimal way to manage your cash flow whether you are an employee or an independent contractor.  It will discuss how to set your banking up and how to spend within your means. Speaker: Brian E. Shumak, B.Sc., CLU, CFP, CHS, CEA, EPC, CFDS, TEP Find out more Register now

Free

Financial Series Webinar #2: Business Structures

Online

This webinar will discuss the types of ways you can work, does incorporation make sense, and the differences in taxation between the structures. Speaker: Brian E. Shumak, B.Sc., CLU, CFP, CHS, CEA, EPC, CFDS, TEP Find out more Register now  

Free

Financial Services Webinar #3: Investment Planning

Online

This webinar will discuss the types of investments, and the pros and cons of each, that you can make (Stocks, Bonds, ETFs, GICs etc.). We will also discuss the types of registrations you can use (RRSPs, TFSAs, FHSAs, Non-Registered Plans) and their pros and cons. Speaker: Brian E. Shumak, B.Sc., CLU, CFP, CHS, CEA, EPC, [...]

Free

Financial Services #4: Insurance Planning

Online

This webinar will discuss the different types of insurance that exist and the reasons why or why you shouldn’t have them. We will discuss the differences between individual insurance and group (employee plans) so you can ensure you have the right type of plans in place now and in the future. Speaker: Brian E. Shumak, [...]

Free