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What
People are Saying about Our Financial Road Map Workshops:
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Concerned
About Retirement?
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“ Learning
the available options (as opposed to putting
everything into RRSPs) was “huge” for
my husband and me. We got a late start as a
couple looking to our financial future, so
we needed to find ways to maximize what we
had…make our money work for us…turn “bad
debt” into “good debt” -
the workshop pointed us in the right direction!”
– Dell
and Jim Rodway, Calgary, AB
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Are
You Paying Too Much for Your Mortgage Insurance?
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"I
learned so much at the workshop. For example,
when it came to mortgage insurance, I was paying
$60/month to cover my $160,000 mortgage. For
just $47/month I got $500,000 worth of personal
life insurance that, if anything should happen
to me, will go to my kids. Then they can decide
what to do with the money. It feels great to
know that my family is well protected."
-
Val Ormshaw, Calgary, AB
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Leave
a Great Legacy (Estate Planning)
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“Financial
Road Map Workshops recently captivated the Probus
Club of Airdrie’s membership, and guests,
with an excellent, all encompassing, presentation
regarding Estate Planning. The presentation,
mixed with humour, was a real eye-opener to several
in
the audience, and especially so to those who
thought they had a well-thought out estate plan
in place.
I would not hesitate
to recommend the Estate planning presentation
to any group, or individual, interested
in hearing how to minimize taxes, as
well as estate and probate fees, when
they pass on.”
- Robert
Harriman, Secretary, Airdrie, AB
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Corporate
Learning Events
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“Our
staff thoroughly enjoyed your Learning Event
series. Your team of experts was knowledgeable,
approachable and made learning fun. Some of the
best Lunch and Learns we’ve ever had!”
– Alexandra
Koziak, Wellpoint Systems, Calgary, AB
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“On
behalf of Chinook Learning Services and all the
students you met – Thank you! We greatly
appreciate your time and expertise!”
– Brenda
McDonald, Chinook Learning Services, Calgary,
AB
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