EVENTS

Intro to Financial Planning

Welcome! Adam will be hosting an informal, ground-level introduction to financial planning. Everyone is welcome! Previous knowledge and experience are not necessary!

Topics will include:

-Financial planning as a process

-How to approach the idea of investing, even with zero experience

-Investing within the different account types, (such as RRSP/TFSA/FHSA), and when to prioritize which type of account

-Some thoughts on risk management

-A couple of ideas for next steps.

We will also have an opportunity for Q&A. (Feel free to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be addressed without identifying who asked the question.) Or for greatest anonymity, use this form: (Anonymous) Ask Me Anything form!

*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice, or to promote any given product. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.
 

Thu, 24 Sept 2026 16:30 - Thu, 24 Sept 2026 17:20 (UTC-08:00) Pacific Time (US & Canada)

 

We look forward to seeing you!

Welcome! In advance of the RRSP contribution deadline (which is on March 2nd this year), Adam will be hosting an informal, ground-level introduction to financial planning, and pay special attention to RRSP planning in particular. Everyone is welcome! Previous knowledge and experience are not necessary!

 

Topics will include:

-Financial planning as a process

-Investing within the RRSP account structure (compared with related account types, such as TFSA or FHSA), and when to prioritize which type of account

-How to approach the idea of investing, even with zero experience

-Some thoughts on risk management 

-A couple of ideas for next steps.

 

We will also have an opportunity for Q&A. Note that you are very welcome to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be addressed without identifying who asked the question. 

 

*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.

Welcome! In advance of the RRSP contribution deadline (which is on March 2nd this year), Adam will be hosting an informal, ground-level introduction to financial planning, and pay special attention to RRSP planning in particular. Everyone is welcome! Previous knowledge and experience are not necessary!

 

Topics will include:

-Financial planning as a process

-Investing within the RRSP account structure (compared with related account types, such as TFSA or FHSA), and when to prioritize which type of account

-How to approach the idea of investing, even with zero experience

-Some thoughts on risk management 

-A couple of ideas for next steps.

 

We will also have an opportunity for Q&A. Note that you are very welcome to use a pseudonym and keep your camera off if you prefer to do so. Any questions submitted ahead of time that are addressed in the session will be addressed without identifying who asked the question. 

 

*Disclaimer: Intended for residents of BC. This is intended to be informational in nature, and to provide some general insight into the financial planning process, but is not meant to be financial or investment advice in this general format, nor is it intended to be tax or legal advice. The content of this presentation may not apply to your situation, so please be sure to engage qualified advisors in the areas in which you need help before taking any action.