What is Financial Planning? ABLE2 Grow Education Series

31 Mar, 2021

ABLE2 is offering a series of virtual workshops to help families create a safe and secure future for a loved one with a disability.

Workshop Description

The world of personal finance is often filled with jargon and role titles that are frankly less than clear.  For many of us we plan regularly, we plan where we go, what we do, even our list of items to purchase at the grocery store.  However a financial plan to many can seem daunting or unclear as to what the anticipated outcome may be.  Rob Meredith will walk through what exactly a financial plan is, how you can develop one, what problems it can solve for you, and how it should be used.  We will discuss which documents you should have by your side in advance of sitting down to discuss planning.  What questions should you ask yourself in order to maximize the experience.  What deliverables should you direct a planner to provide you.  How you should use this document as a measuring stick for everything in your financial life, from pace to debt repayment, ensuring you have enough money under a variety of circumstances, what could or should occur in various scenarios, whether you are maximizing benefits through work, how to measure the performance of your investments, and whether you are on pace to support your own personal and family goals.  Our hope is that you walk away from this session with a strong understanding of what financial planning is, and how it can assist you in measuring, monitoring and achieving your personal and family objectives.

Who should attend?

Immediate family members of a loved one with a disability.

Workshop Details

Facilitator: Rob Meredith

Day & Date: Wednesday, March 31, 2021

Time: 6:30 – 8:00 pm

Cost: $35 per person

Registration: Please register using the link below. Registered participants will be sent the Zoom link to access the workshop prior to the workshop.

Cancellation Policy

ABLE2 Cancels

The registration fee is fully refundable, with proof of payment receipt and the appropriate manager’s approval if ABLE2 cancels the workshop.

Allow 15 business days for the refund to be processed.

Participant Cancels

A registrant withdrawing/cancelling their attendance must do so 10 working days before the workshop starts. A refund will then be issued minus 15% finance and administration fee.

or

A registrant may designate an alternate participant to attend in their place. This change of participant must be communicated to the event organizer prior to the workshop.

If the registrant is unable to find a substitute, they will be given a credit to attend the future session, if available.

If the workshop is not planned for the future or is a one-time workshop:

• A registrant withdrawing/cancelling their attendance must do so 10 working days before workshop starts. A refund will then be issued minus 15% finance and administration fee;

• No refunds will be issued within 9 working days or less from the workshop start date;

• No refunds will be issued for non-attendance at the workshop for any reason;

• Allow 15 business days for the refund to be processed;

Register

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