Many of the expectant and new parents I work with are starting to think seriously, often for the first time, about things like life insurance, educational saving plans, saving money etc. It can be hard to know where to begin and who to trust. Karen Di Venanzo is a Sunlife financial adviser who was recommended to me by one of my clients. Being a mother of a young child herself , she has a special interest in working with local families, without the pressure and manipulation often used.
After speaking with many families, Karen has found that there are common areas of interest. She is holding weekly chats for groups of approx 5 people, on Saving money, Health insurance options, life insurance, and Education savings. Babies and kids welcome. She is also in the process of finding an evening location for 6pm-7pm.
Mount Pleasant & Riley Park Financial Workshop Series
4 week drop-in information sessions
Free of charge
no obligation
Wed Aug 12th – How you can save money
Wed Aug 19th – Health insurance options
Wed Aug 26th – Shedding light on life insurance
Wed Sept 2nd – ABC’s of Education savings
Please join Karen to learn about ways to start a financial plan or improve what you are currently doing to reach your financial goals.
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