novembre, 2020

26nov2:00 pm3:30 pm7 Areas to Spruce Up Your Finances in 2021Remote

Détails

New year, new you!

We know, we know – the motto ‘new year, new me’ sounds so cliché, and with 2020 being the year it was you may be thinking, will anything really change in the new year? The answer is YES! Sandbox has your first look at what YOU can do to make 2021 the best it can be.

The beginning of the new year is often a time to turn a new financial leaf: make a budget; pay down debt; save more. That’s all commendable, but these good intentions are mostly forgotten by, say, mid-February. A better idea is to take stock of your entire financial situation. Review what’s important and prioritize the items you need to take action on.

In this virtual session learn from Robyn Thompson, President & Founder of Castlemark Wealth Management, as she guides us through 7 areas you can spruce up your personal finances in 2021. Topics explored include:

  • Financial Planning
  • Investments
  • Protecting What’s Important
  • Tax Planning – Keeping What’s Yours
  • Giving Your Kids A Head Start In Life
  • Estate Planning
  • Getting Help

Guest Speaker: Robyn Thompson, President & Founder of Castlemark Wealth Management

CNNX Champion Facilitators: Danielle Lazarevska, Managing Director, Sandbox Centre & Joanne McPhail, Co-Managing Partner & Chief Innovation Officer, Barriston LLP

Heure

(Jeudi) 2:00 pm - 3:30 pm

Lieu

Remote

Organizer