Trifecta Rehab Team Workshop
Welcome Team Trifecta! Thanks to Michael Lam, we are excited to come in and provide additional value to your team and improve your financial health! In this virtual workshop, we'll be going over your finances, specifically, a financial plan.
Learn how to build a bulletproof financial plan:
1. What is a financial plan
2. Building a solid foundation
3. Building a shield from the taxman
Before you attend this workshop, please complete the Pre-Workshop Survey so we can get a good idea of your financial understanding!
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!
You will get a tax receipt for any donation amount over $20.
Thank you all and look forward seeing you soon!
Speakers
Benjamin Chan
Prometheus Private Advisory Group, Associate
Ben has over a decade of experience as a financial advisor. He believes knowledge is power and everyone should have the education to handle their finances regardless their situation. He has been primarily working with self-employed professionals, small business owners and healthcare professionals to help them save taxes and create financial clarity for them. Aside from work, he loves spending time with his Pomeranian, Behr.
