SMART virtual workshop
Welcome! We'll be running a 60-minute virtual workshop which includes a interactive presentation, and a Q&A
Here's what you will learn:
- Understand what is financial planning
- How a contingency plan in the event of unexpected circumstances can help you preserve your asset
- How to save and grow money without being taxed heavily
- Tax planning tools to reduce your taxes
Before you attend this workshop, please complete the Pre-Workshop Survey so we can tailor the presentation to meet your needs!
Our workshops are provided without charge to help those around us, and it's also a way for us to give back to our community. As many of you know, the pandemic has taken a heavy toll on people's mental health around our country, and around the globe. Thus, we are putting our efforts in to help raise money for the Canadian Mental Health Association. If you're able to, we invite you to give back to the CMHA. Let's make it through this together!
Speakers
Philip Tsai
Prometheus Private Advisory Group, Client Experience Manager
Mary Mendoza Festejo
Financial Advisor, MMF Financial
Mary is an independent financial advisor at MMF Financial and she has been in the industry for 6 years. She found her passion in the finance industry by helping with individuals, especially women, in demystifying the concept of money management. What she finds most fulfilling in her role is making real connections with her clients, finding out what is important to them and helping them achieve their goals.
