September is here and it’s a fantastic time to hit your financial reset button!
If you look at the money habits of the wealthy, the ones who keep their money for the long-term have one thing in common: They are consistent at keeping track of their financials.
They understand the importance of regularly checking in and making adjustments to accommodate short-term and long-term goals that include large purchases and retirement.
That is why we have organized a workshop session based on our last September’s seminar to help you calculate your monthly budget and net worth statement.
Laura Chanin will give a presentation on financial personalities, and Laura MacCormack will lead the workshop portion. Net worth spreadsheets and instructions on how to pull your credit rating will be made available for those who would like to prepare in advance (not necessary). Come and build your financial plan with us!
You will Discover:
- Your money motivation
- Your financial personality
- What your net worth currently is
- How to set up a net worth spreadsheet
- What your monthly budget should be to grow your net worth or save for that big ticket item.
- What is your credit rating?
- Tips on how to improve and manage your credit rating
- How to use your credit report to protect yourself from identity theft.
At the end of the evening, you will be confident in understanding what each type of insurance covers, and what your specific needs are so you can be sure you are adequately protecting yourself and the people you love.
Have specific questions? We’ll have lots of time for Q&A.
Please Note: Doors open at 6:30, presentation will begin at 6:45, with one break and networking time at the end of the evening.
These events sell out fast, so book your spot early to ensure your seat!
Laura Chanin is an Investment Advisor and CERTIFIED FINANCIAL PLANNER® working with HollisWealth. HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. ™ Trademark of The Bank of Nova Scotia, used under license.