Okanagan: Financial Planning (new)

Presented by: 
Lynn Williams CPA, CA, and Financial Advisor
Tuesday, May 16, 2017 - 11:00am
Okanagan Campus
Fipke Building, room 250
Focus Area: Resiliency in the Workplace

Program Summary

Whether you’re just starting out or you’re approaching retirement, you have life goals and financial needs. By taking the time to organize your financial life you can take control of your finances and get your money working harder for you. Whether you want to travel the world, pay off loans, buy a home, raise a family, or choose when to retire, you’ll be more clear and confident as to how you’re going to achieve what is most important to you.

This seminar is ideal if you’re looking for ideas to improve your financial situation and tools for taking relevant steps to reach your goals – whatever your age or financial stage. Delivered in a workshop format, Lynn Williams has a friendly and engaging approach focused on inspiring confidence.

In addition to the workshop, there will also be plenty of time for questions.

This presentation will cover:

  • Valuable financial planning information.
  • Essential tips to help you achieve your aims and aspirations.
  • Information on how to organize your finances.
  • Ideas on ways to take control and get clear on steps you can take to build financial confidence.
  • Considerations for short-, medium- and long-term financial planning.
  • The importance of financial planning.

Audience

This session is designed for members who do not have a lot of financial planning experience. It will give you better understanding of what is involved and why it is important to plan your financial future. Not sure if this session is right for you? Contact sarah.muff@ubc.ca

This seminar is for general information purposes and is not intended to provide personalized legal, investment or tax advice.

About Your Facilitator

Lynn Williams is a Chartered Professional Accountant come Financial Advisor. After a successful career in professional practice and business she took over her father’s financial planning practice, The Lifestyle Protector, seven years ago. Lynn helps successful business owners and professionals build, protect and preserve wealth so they flourish financially as their life unfolds and their needs evolve. Her passion is to inspire confidence so you achieve your aims and aspirations.

Event Details

Financial Planning
Presented Lynn Williams CPA, CA, and Financial Advisor
Tuesday, May 16, 2017
11:00am–1:00pm

Location: Okanagan Campus
Building: Fipke
Room: 250

To Register

Please click here to register.

All registered attendees will receive a confirmation notice. Please note this session is available exclusively to AAPS members, and there is no cost to attend.


Cancellations: Please remember all events are costly to set up, even those which are offered at no charge. If you do not anticipate attending the session you registered for, please cancel in a timely manner by emailing aaps.pd@ubc.ca. We encourage you to contact us with any questions about the AAPS PD Program.

Photography/Video: Please be advised that photos/videos may be taken at this event for use in AAPS communications materials.