Speaking Events
Key note topics:
Your Money: It’s all in Your Head!
You will learn how your personality affects spending habits, which in turn affect debt levels. You will gain knowledge that will allow you to work with your natural personality traits to make meaningful and lasting financial behaviour changes. This session is ideal for everyone but the independently wealthy who couldn’t run out of money if they tried. Read More
How to Retire Your Debt First!
While more and more people are headed to retirement with no plan for how to pay off their debts first, it doesn’t have to be that way. It’s time to do something about this. Taking control is more reasonable than you think. Learn how to incorporate debt into your retirement. This session is ideal for pre-retirees, especially those who are 10 years from retirement. Read More
For Financial Professionals:
Keynotes:
Defusing the Debt Bomb
Most advisors understand that debt is an issue at least for some people. But nationally, debt is still largely being ignored and not included as part of the financial plan. The real issue lies with a lack of education available to financial professionals. This session will help advisors learn to break the proverbial ice when it comes to talking to clients about debt. Read More
How to be a Hybrid
In Canada, most advisors earn commissions, and there is nothing wrong with that. But learning to create a fee-based offering in your practice can be profitable and strategic. Advisors will learn how to integrate a fee-for-advice service into their existing practice. This session is ideal for independent advisors. Read More
