What is the difference between a good and a great financial plan?

• Virtual event

• Contact
• Stefanie McLean, stefanie.mclean@carleton.ca, 613-520-3636

What is the difference between a good and a great financial plan? The answer is easy. A great financial plan is holistic and provides flexible integration over time as life stages, goals, and considerations change. Join the Personal and Planned Giving Team, Department of University Advancement on November 16, 2022 to learn about personal financial planning.

This year, we are pleased to feature Carleton alumnus Kevin Sampson, Senior Financial Consultant and Steve Gobel, Executive Financial Consultant from IG Private Wealth Management, Gobel and Associates, as our keynote speakers.

In this education session, you will learn about:
– how a great financial plan can help you make better financial decisions and accelerate your ability to reach your financial goals.
– how an estate plan can ensure that you minimize delays, costs, and taxes when passing your legacy on to the next generation.
– strategies that can save income taxes while supporting causes that are important to you.

This is a virtual presentation on Zoom webinar. The Zoom link will be shared with registrants by email in advance of November 16.