Upcoming
Passed

SMART virtual workshop

Date
April 8, 2021
Time
1:00 PM
Cost
By Donation to the CMHA
Venue
From your computer
Address
Online

Welcome! We'll be running a 60-minute virtual workshop which includes a interactive presentation, and a Q&A

Here's what you will learn:

- Understand what is financial planning

- How a contingency plan in the event of unexpected circumstances can help you preserve your asset

- How to save and grow money without being taxed heavily

- Tax planning tools to reduce your taxes

‍Before you attend this workshop, please complete the Pre-Workshop Survey so we can tailor the presentation to meet your needs!

Our workshops are provided without charge to help those around us, and it's also a way for us to give back to our community. As many of you know, the pandemic has taken a heavy toll on people's mental health around our country, and around the globe. Thus, we are putting our efforts in to help raise money for the Canadian Mental Health Association. If you're able to, we invite you to give back to the CMHA. Let's make it through this together!

No items found.

Speaker

Philip Tsai

Prometheus Private Advisory Group, Client Experience Manager

Mary Mendoza

Mary is a financial advisor at Prometheus Private Advisory Group. She has been in the industry for 5 years and has completed her LLQP certification. She is also on her way to completing her CFP designation. She found her passion in the finance industry by helping with individuals, especially women, in demystifying the concept of money management and helping them how to manage their money. What she finds most fulfilling in her role is making real connections with her clients, finding out what is important to them and helping them achieve their goals.

Video Highlights

Join Event

SMART virtual workshop

April 8, 2021
,
1:00 PM

By Donation to the CMHA

Cost

Personal Information

Other Information

I have read and agree to the Privacy Policy and Terms & Conditions
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Join Event

SMART virtual workshop

April 8, 2021
,
1:00 PM

By Donation to the CMHA

Cost