Nov
28
7:00pm 7:00pm

Financial Planning for Families

As your family grows, so does your need for a financial advice!  Do you have questions about what kind of financial planning can be helpful to prepare for your family’s future?

Join us as Certified Financial Planner, Alexandra (Alyx) Valdal, walks us through some basic financial strategies and answers your questions.

Alyx will touch on a variety of topics, including employment insurance (EI), living on a reduced income, savings plans (for you and baby!), setting up a will and life insurance.

http://www.motheringtouch.ca/classes/financial-planning/

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Nov
13
1:00pm 1:00pm

Cupcake Conversations - Fall Edition

Join a Certified Financial Planner and a Mortgage Broker for an informal discussion on family financial planning with a focus on mortgages: how to get one, how to protect the payments, how to refinance or renew, how to understand options available and what the new mortgage qualification rules may mean.

Express interest on the Facebook event page. Cupcakes provided!

Location: Crumsby's Oak Bay

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Cupcake Conversations
Mar
13
11:00am11:00am

Cupcake Conversations

Grab a coffee and meet with Financial Planner Alyx Valdal and Insurance Broker Chantal Davis for an informal chat around your questions! Why is tenants or condo insurance is so important? What kind of grants are available with RESPs? Ask these professionals for the answers!

There will be free cupcakes and a Mother's Helper to watch your little ones in the play area.

Please RSVP so we can save you a seat!

info@appleadayfinancial.ca

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Feb
21
2:00pm 2:00pm

Cupcake Conversations - TBD

*Date to be determined.*

Have some questions you'd like to ask a Financial Planner or a lawyer? Alyx teams up with a local lawyer for an informal chat at Crumsby's Cafe in Estevan Village.

Cupcakes provided and a Mother's Helper in attendance to watch your mobile wee one while they play.

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