A Financial Plan - Why its needed more than ever.

The topic will be a breakdown of all criteria in a comprehensive financial plan. Most Canadians consider a retirement plan a financial plan, but it is only one component of the bigger picture. The generation gap has led to a difference in preferred methods. Those who prefer the human connection, those who only want to use AI-based technology, and those who fall somewhere in between.
This session will assist in understanding and de-mystifying the financial plan, how budgeting, retirement, and estate matters are all the same issue, and also working within the preferred methods of having a plan developed. Suppose you are beginning your working career or already sailed into the retirement waters. In that case, this presentation will help you realize that everyone needs a good plan, and there is no better time than today, with all the economic challenges every Canadian faces daily.
Speaker:
Jeffrey Gregory BA, CFP, CLU, CHS, EPC, RIS has been in the financial services industry for over 25 years. Not only helping hundreds of individuals, families and business owners work towards financial contentment utilizing tax efficient strategies but providing it in a comfortable and pleasant manner. Brittany Secker RIS has been in the financial services industry 13 years. She brings a valuable perspective to her clients and prospects by her enhanced knowledge and captivating personality to help reach their financial goals. Together this presentation will be the perfect start to 2025.