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Financial Wellness 201

  • 4810 50th Avenue Leduc, AB T9E 6X9 Canada (map)

These 3 sessions over a 6 week period are the SECOND of a 3 part series on PERSONAL FINANCIAL WELLNESS hosted by Forerunner Financial and The Light House COaching. We recommend that before registering you complete the intake form so we can help you determine the right series for you and your financial situation. The series has been created in a way that you will graduate from one series and move on to the next as your financial situation changes.

Who is this series for?

FW201on MANAGING MONEY is perfect for those who are not in debt (or are actively working a plan to remove consumer debt) and need a plan, support and accountability to know where they are spending their money every month, where they could be spending or saving their money and ready to learn more about the how and why of short and long term savings and investing. Perfect for those looking to save for a vacation, large purchase, a home etc.

What do the classes cover?

1- Cashflow Planning + Saving money (planning where your money is going, short term and long term success, 3-6 months emergency fund, down payments, sinking fund accounts and more)

2- Financial Report card, health check + life Insurance ( Credit score, Real Estate + Mortgage, LOC)

3 - Investment Education Basic what is the differences between RSP’s, TFSA, Mutual Funds, ETF’s, Stocks, RESP's, Bonds and what/how do you get started in investing.

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September 23

Workshop: Performance Reviews, Assessments + Evaluations

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September 30

Instagram Series pt1