Project Description

Family Financial Planning


DATE: March 21, 2019
MORE DETAILS: Go to Link Above to Register

There is an old Chinese Proverb that says: “The best time to plant a tree is 20 years ago. The second best time is today.” That is no truer or more applicable than looking into setting up your family’s future through careful and wise financial planning. The best time start looking ahead is right now. Not sure where to get started though? This class will help you figure that all out.

In this class, run by trusted financial experts right here in Calgary, we will help you and your family start your financial plan today. We will show you the steps you need to take to create a financial strategy that will safeguard you from risk, consistently grow over time, and provide a secure future for you, your children, and your retirement. It’s easy, simple, and we give you the tools to make it happen.

The Truth About Financial Planning

In the world of financial planning, there are a lot of promises made about massive profits in a short amount of time. There are a number of charlatans, self-proclaimed gurus, and ‘proven’ experts who have the inside track on getting ahead in life. Run as fast as you can from people like that. They are selling you a high risk without any real chance of a reward. The truth about financial planning is not at all sexy or fun. It’s boring, predictable, and very formulaic.

It turns out that the lasting principles of financial planning, the principles that have been around for decades, are still the best way to secure your money and watch it grow over time. In this course, we can’t promise the thrill of quick money. But we can show you the principles that are proven to win out over time.

The Financial Basics

In order to make money, you have to start by saving it. There is no way to out-earn bad spending habits. Starting at this baseline, we show you how to save the money you’re making, place it in long-term investment vehicles, and continually add to it over time. Honestly, there really isn’t a way to make this sound exciting.

But we do promise to make it easy to understand. Using simple language and terminology, we will use this course to eliminate the bad habits that obliterate your financial future, create better habits to start today, and demonstrate the power of those good habits over time. We show you the safe, long-term ways to invest your cash, what type of investments to stash your cash, and how to start today. We will show you how the safe, predictable planning strategies will always win out over the get-rich-quick schemes that pop up and disappear just as fast

In 10 years, you’ll be glad you started planning your family’s financial future today. And it begins with this class. We’ll be glad to see you there.


Here are all the Upcoming Events that you may be interested in learning more about:


Wines & Wills

Date: February 19, 2019 | We’re not going to pretend that talking about your will is fun. But Necessary? For sure! Enjoy a glass of wine as we discuss wills and how to make them work for you!


Invest in Real Estate

Date: May 9, 2019 | Ever wanted to get in on this whole “investing in real estate” thing? Does it seem too complicated? Too expensive? Too risky? Join us as we dispell the myths and mystery around this classic and proven investment strategy.


You Deserve to Love Where Your Live & We Love to Help

Real Estate Doesn’t Need to be Confusing… Let us Show You the Way.

Click Here to Register for a Class Today!