Financial Workshop Series WEEK 5: Script Your Family's Future, June 1, 2022
Date and Time
Wednesday Jun 1, 2022
3:00 PM - 4:00 PM MDT
Location
Virtual Meeting via Zoom
Zoom Link will be sent with your registration
Fees/Admission
Complimentary Benefit of Membership
Registration is required
Financial Workshop Series WEEK 5: Scr...
Description
6-Week Financial Series
Your Source For Financial Education
Wednesday's 3-4 pm, May 4 - June 18, 2022
WEEK 5 - June 1, 2022
Script Your Family's Future
Why You Need A Estate Plan
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Mark Claffey, Investment Advisor, Edward Jones
Mark is an investment advisor with Edward Jones with a focus on helping business owners and other professionals who aspire to work-optional lifestyle. Mark currently sits on the board of Hockey Alberta - North Zone Referees Committee and is an active referee from minor up to elite levels of youth hockey. His personal time is generally spent with his wife and two children, his community church and a few charitable organizations throughout Edmonton and surrounding area.
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Upcoming Financial Education Topics Wednesday's 3-4 pm
Register for all 6 sessions or pick the days and/or topics best for you
WEEK 1 - May 4 - The Foundations of Investing
WEEK 2 - May 11 - Stocks: The Nuts and Bolts
WEEK 3 - May 18 - Preparing For The Unexpected: Life and Legacy
WEEK 4 - May 25 - Getting The Most From Your Business
WEEK 5 - May 1 - Script Your Family's Future: Why You Need and Estate Plan
WEEK 6 - June 8 - Making Your Money Last: 10 Principals for Living In Retirement
This will be presented in a Virtual format through Zoom
The Zoom link will be part of your registration confirmation
Your Source For Financial Education
Wednesday's 3-4 pm, May 4 - June 18, 2022
WEEK 5 - June 1, 2022
Script Your Family's Future
Why You Need A Estate Plan
We all need an estate plan. During this module, I'll point out some key items to consider when thinking about your estate plan, including how your assets are divided up, who takes care of your children, and who makes medical/financial decisions for you if needed
Mark Claffey, Investment Advisor, Edward Jones
Mark is an investment advisor with Edward Jones with a focus on helping business owners and other professionals who aspire to work-optional lifestyle. Mark currently sits on the board of Hockey Alberta - North Zone Referees Committee and is an active referee from minor up to elite levels of youth hockey. His personal time is generally spent with his wife and two children, his community church and a few charitable organizations throughout Edmonton and surrounding area.
_________________________________________
Upcoming Financial Education Topics Wednesday's 3-4 pm
Register for all 6 sessions or pick the days and/or topics best for you
WEEK 1 - May 4 - The Foundations of Investing
WEEK 2 - May 11 - Stocks: The Nuts and Bolts
WEEK 3 - May 18 - Preparing For The Unexpected: Life and Legacy
WEEK 4 - May 25 - Getting The Most From Your Business
WEEK 5 - May 1 - Script Your Family's Future: Why You Need and Estate Plan
WEEK 6 - June 8 - Making Your Money Last: 10 Principals for Living In Retirement
This will be presented in a Virtual format through Zoom
The Zoom link will be part of your registration confirmation