Saturday, April 25, 2020
1:00 p.m. – 2:00 p.m.
Approved for 1.5 Core Competency Credits
Course is limited to 50 participants
$25 + GST
$32.50 + GST
Fee includes: A customized Excel spreadsheet allowing you to easily input your own expenses and provide you personalized results!
Lunch is not included with this course, but can be pre-purchased.
ABOUT THE COURSE
Is it possible to live debt free in today’s economy?
According to “Statistics Canada” Canadians’ debt to income ratio reached a record of 178% in 2018. Financial responsibilities have become more complex and challenging.
Attend the ‘Balancing your finances – Understanding credit and debt’ session hosted by a Sun Life Financial advisor. This session will help you understand, manage and get closer to living debt free by providing information about:
Types of debt
Dangers of borrowing too much
Ways to reduce and avoid debt
Expert discussion provided by Affinity Partner Moe Goguen from Sun Life Financial
ABOUT THE PRESENTER
I began my career in the financial services industry in 1986 (Cape Breton) with London Life (residence in Winnipeg from 1992-2014) performing many roles in the 31 years I was there: advisor, manager, life product manager, and training manager. I then received a severance package in 2017 however still had a burning desire to continue my career in the industry so I began as an advisor with Sun Life in Dartmouth Nova Scotia May 2018, then Sales Manager July 2018 until July 2019. We decided we wanted to come back home to Winnipeg and I wanted to be an advisor here. I achieved many designations over the years: CLU (1997), CFP (2002), CH.F.C. (2002), CHS (2015). I also completed the CSC in 2004 and Branch Managers course in 2008.
For more information and course approvals with other professional organizations please visit the Registration Page.
COURSE CANCELLATION DATES
Cancellations made by March 25, 2020 receive a full refund. Cancellations made from March 26 – April 9, 2020 receive a 50% refund on the full cost of the course. No refunds will be given on cancellations made after April 10, 2020 at 4:30 pm