Wednesday, November 25
5:30 pm - 6:30 pm
- Easter Seals BC/Yukon
About The Workshop
In this workshop, you will learn financial planning strategies directly from a Certified Financial Planner with three decades of experience. These strategies, tips, and resources in investment, tax, and retirement planning are designed to help you save taxation, grow your net worth, and help you build a solid financial plan in place for you and your family’s future.
About The Presenter
Denise Levine is a mother to a 24 year old moderate to severe autistic daughter, and as such, has spent much time advocating and negotiating for her daughter’s care through the government and various agencies, with great success. Her daughter was also a participant in the Easter Seals camps for 3 years, which is why Easter Seals holds a special place in her heart.
Denise began her career in the financial industry over 30 years ago. She has done a a variety of roles throughout that time, including the areas of training and development, leadership, and project and portfolio management. Denise has also earned a high-level of education over that time, and has the following designations which have assisted her and her clients significantly through her career: Chartered Investment Manager (CIM), Certified Financial Planner (CFP), Fellow of the Canadian Securities Institute (FSCI), and Registered Retirement Consultant (RRC).
This is a free event, made possible by our generous sponsors.
Registration is an easy online, one-step process at www.eastersealsbcy.ca/workshops-for-parents/