Financial Wellness for Your Future

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  • June 9, 2021
    12:00 pm - 1:30 pm

Financial Wellness for Your Future: Worry Less. Live Your Best Life.

More than ever before, your financial wellbeing depends on making good decisions that fit your unique situation and goals – whether for business or personal.  Real-world advice makes all the difference so you can make the most out of what you have and plan for achieving your dreams for the future.

That’s why Lighthouse is partnering with Squamish Savings, a division of Vancity for an online ‘live’ event presentation (with recording available) that will personalize your learning experience.  Jam-packed with tangible takeaways, resources and tools to support you during these challenging times.  You will also have the opportunity to ask questions either in person or via confidential touchpoints prior to the presentation.

What else?  Everyone that signs up will also receive Cathy Goddard’s pre-recorded interview with Vicky Sharma-Lal, a Small Business Advisor with Vancity.  This informative interview will provide women entrepreneurs with the financial tools, knowledge and resources required, whether in start-up or growth mode.

FULL EVENT DETAILS 👇

Lunch ‘n Learn ‘Live’ Online Event – Wednesday, June 9th from 12 to 1:30 pm.

Grab your lunch and join us for Financial Wellness for Your Future, a free online ‘live’ event. And, if you can’t attend live, sign up for a recorded version to listen and learn later.

All about managing your money and planning for your future, a wealth expert will guide you through a 60-minute presentation to take control of your dollars and build a solid financial foundation. You will learn some budgeting strategies, key considerations about investing and how to protect yourself with insurance options and an estate plan in place. There will be ample time for personalized questions.  Either ask them during this session or send them in anonymously to protect your privacy.

Our Presenter for this Lunch ‘n Learn Online Event is Jennifer Underwood, a Wealth Planner with Vancity.  Jennifer started working at Squamish Credit Union in 2005. Continuing on after the 2006 merger with Vancity, she worked her way from Teller to her current role as Wealth Planner in the Vancouver head office. With a Personal Financial Planner designation and vast financial and investment knowledge, Jennifer also brings a unique perspective having grown up below the poverty line.  Wanting to help others build wealth to break through that barrier, she created the “Fresh Start” program in 2012. She continues to offer diverse and informative sessions designed to help people manage their finances and invest in their futures.

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Bonus Pre-Recorded Business Forum

Everyone that signs up for the online event will receive Cathy Goddard’s pre-recorded interview with Vicky Sharma-Lal, Small Business Advisor with Vancity.  Women approach finances differently and with that in mind, this information session will offer tools and knowledge whether you’re just starting out or trying to grow your business.  Listeners will also learn more about Vancity’s Unity Women Entrepreneurs Program, a full-service offering for those impacted by COVID-19.  Offered in partnership with Women’s Enterprise Centre, this innovative initiative offers more access to funding, more networking opportunities and more advice from experienced mentors.

Vicky Sharma-Lal

 

financial wellness event

Vicky has been with Vancity for over 20 years with a multifaceted background.  She has experience in a breadth of roles from Lending, Management, Facilitation, Consulting, personal and business banking; currently, she is able to provide capital and business advice to small businesses.  As an immigrant, woman of color, first university graduate in her extended family, a working mother of two she understands the many roles women can successfully navigate.  As a Small Business Advisor, she’s very passionate about supporting women entrepreneurs and enjoys connecting with small business owners to help them achieve their dreams, one step at a time.

 

Event Partners

Financial Wellness for Your Future is presented by Squamish Savings, a division of Vancity and proud Champion Partner of Lighthouse’s Mentor Program.  With shared commitment to support women, and anyone who identifies as women, or non-binary, we are pleased to offer this free online event.

Huge gratitude to our Event Sponsors:  Squamish Savings, Vancity and Whistler Creative.

 

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2 thoughts on “Financial Wellness for Your Future”

    • Lisa, I did add you to the list and sent out all the forms and recordings. Please let me know if you have any questions.
      Cathy

      Reply

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