August 23, 2023 8:00 AM to 10:00 AMDelta Hotels Burnaby Conference Centre, Burnaby, British Columbia
Area of Interest:
Pensions, Investments, Networking
Format:
In Person
An in person session hosted by CPBI Pacific
Financial wellness, sometimes called financial health or well-being, is generally defined as the ability to meet your financial needs, a feeling of security about your financial future, and the freedom to make choices that allow you to enjoy life. It’s NOT about the numbers in your account, or how well your investments are performing. It’s about understanding where we spend and why, making sure we spend less than we earn. Knowing how to make SMART decisions when setting savings goals and how to use the right account for those savings will go a long way in creating a better financial future. Learn how to manage debt and what the difference is between good debt and bad debt. Being financially aware also includes looking ahead and planning for those major events in your life. This presentation will provide you with planning strategies for those next steps in your financial wellness journey and leave you feeling more empowered and ready to take control of your financial future.