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Journey to Financial Planning: Part THREE: Digging into the toolbox
Get the most out of your financial planning! Join us for the final webinar in our series to explore the tools that help you achieve your goals.
Part THREE of our Journey into Financial Planning webinar series focuses on the practical tools needed to reach your targets. Doug Carroll will walk you through tax-assisted plans like RPPs, RRSPs, FHSAs, TFSAs, RESPs, and RDSPs, analyzing their comparative features and how to coordinate between them to enhance your financial strategy.
Don’t miss this opportunity to complete your financial planning knowledge with practical, actionable advice.
We are proud to host this special event in partnership with Aviso Wealth.
About the presenter:
- Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
- He previously ran an estate planning law practice and was an advanced case consultant with a life insurer and a mutual fund provider.
- Doug also holds a business degree and a Master of Law specializing in Tax and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
- He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.
