Interested in hosting a financial planning seminar at your workplace, community centre or any other gathering? Whether you are an employer or represent a professional association or social group, give us a call and we'll do our best to match you with a CFP professional in your area who can answer your questions and lead your group to a better understanding of what financial planning is all about and how to start.
We have the experts to answer your questions on the following topics and more.
- What is financial planning?
- How does it differ from retirement planning or investing? Or is it part of the same?
- Who is qualified to offer financial planning advice?
- What should one know before hiring a planner?
- How does financial planning work?
- How much does it cost and how does one get charged?
- Who is financial planning for?
- Do you have to do it all at once or can you do it in parts?
- When is the best time to seek professional financial planning advice?
- Where can one obtain more information?
We can also customize seminars to address topics relevant to your group.
- Eg. tax planning strategies; managing debt; planning strategies for seniors
Interested but not sure how to get started?
Contact Heather Mills, Public Relations Specialist at 416.593.8587 x235 or fpseminars@cfp-ca.org.
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