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Plan Smart – Fredericton
November 6, 2017 - November 7, 2017
T.T.F Workshop – Fredericton
This two-day workshop has been designed as an introduction to financial planning. Attend this workshop and you will be challenged to think about your financial planning strategy and will have the knowledge and skills to begin the development of your own financial plan.
The topics to be addressed include:
- The importance of planning
- Managing cash flow
- Taxes and tax planning
- Saving for the future
- Tools and strategies for saving
- Investing your money
- Estate planning
Please note: You must be 35 or under to attend this workshop. Also, if you have attended this workshop in the past, you will not be eligible to attend. Please contact Ali Heighton if you have any questions or concerns at 506-455-0037.