A Lunch & Learn Series

Smart Money

Six sessions. One a month. Forty-five minutes each,
in your building, over lunch. No pitch, no products.
When
One Tuesday a month
12:00 - 12:45 pm. Dates for each session are below.
where
Ampersand
140 4 Ave SW, [Room / floor]
Cost
Free
For building tenants.
Lunch is on us.
Reserve your seat
Couple saving coins in a piggy bank together
The Sessions
Come to one or all six. Pick yours in the form below.
NOV
24
Session 01
Am I saving in the wrong account?
RRSP, TFSA and FHSA — which one, in what order.
DEC
15
Session 02
Why not just
pick the winners?
Diversification, asset allocation, and why the mix matters more than the pick.
JAN
12
Session 03
Advisor, robo-advisor, or just an ETF?
What each one costs and what each one is actually for.
FEB
2
Session 04
How much insurance do I actually need?
What your group plan covers and how to size the gap.
MAR
2
Session 05
What happens to all this if I'm not here?
Wills, beneficiary designations and powers of attorney.
APR
6
Session 06
What should I
do first?
The last session pulls the previous five sessions together into a single order of operations.
Reserve a seat
We'll send a calendar invite and a reminder the morning of — nothing else unless you ask.
Choose as many as you like. You can change your mind later — just reply to the confirmation.
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Discovery Meeting

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