Event Phone: 6049058660
- March 11, 2020
12:00 pm - 2:30 pm
Financial Wellness For Your Future: Worry Less. Live Your Best Life.
The global economy is going through a scary time and how deep, lasting and widespread the economic strain will be is hard to predict. But that is all the more reason to craft a financial strategy to better protect your future and legacy. Your financial wellbeing depends on making good decisions that fit your unique situation and goals.
On March 11th, Lighthouse Visionary Strategies and our Champion Partner, Squamish Savings will present a ‘lunch & learn’ workshop. Come be our guest and enjoy yummy food generously provided by Peaked Pies while we get to work dissolving barriers so you gain clarity and confidence about your financial future.
Our presenters, Jennifer Underwood and Chelsea Kliffer are wealth experts from Vancity, a values-based financial co-operative serving the needs of BC’s communities. Jennifer and Chelsea will guide you to discover a holistic view of what is essential to you. This is not a sales pitch for services but instead, a presentation jam-packed with resources, tangible takeaways and useful tools. Participants will walk away with workbooks and an action plan to craft their own unique road map to the future.
Our two segments will prepare you to:
Live Your Best Future – Retirement planning isn’t just for the old. It’s never too early – or too late to explore how you want to live your life and how to achieve that lifestyle.
Safeguard Your Legacy – Again, no matter your age (or financial status), it’s essential that your affairs are in order and things are made easier for those you care about. This segment will arm you with an action plan for creating and implementing an appropriate estate plan.
What You Can Expect
- Expert advice and learning on retirement and estate planning. These are meaty topics but Jennifer and Chelsea will break it down into digestible, easy to understand language. No matter your level of financial knowledge, you will get exactly what you need to create your own plan.
- Lighthouse is all about action, accountability and mentorship so you will have ample opportunity to ask questions and perhaps most importantly, to create an action plan of what you need to do moving forward – complete with steps to take and timeline. No excuses, no procrastination!
- Peaked Pies is generously providing lunch: delicious spinach & ricotta rolls, sausage rolls and spring salad. Lighthouse will have still and sparkling water on hand. Please bring anything else you need.
This workshop has limited space to ensure a comfortable and confidential environment so you can design your unique action plan.
Our Guest Experts
Jennifer Underwood, Vancity – Wealth Planner
Jennifer started working at Squamish Credit Union in 2005. Continuing on after their 2006 merger with Vancity, she worked her way from Teller and Accounts Manager to her current role as Wealth Planner in the Vancouver head office. Having acquired financial management certification from BCIT, she will be writing the Personal Financial Planner exam this spring. Jennifer shares a powerful story blending her career knowledge and education with personal experience having lived below the poverty line. Wanting to help others build wealth to break through that barrier and seeing a need in the Squamish community, she created the “Fresh Start” program in 2012, designed to help people to have a “fresh start” with their finances.
Chelsea Kliffer – coming soon!