Financial Wellness - it's more than just investments!
Why is it important to prioritize our financial well-being? Being financially prepared is essential because it's not just about money; it's a fundamental aspect of overall wellness. Neglecting financial health can lead to stress and affect mental well-being, making it harder to navigate life's challenges.
For educators, who often prioritize the needs of others over their own, focusing on personal wellness, including financial wellness, is imperative. Studies show that 40% of financially unstable Canadians experience stress related to their finances. This stress permeates their work life, with 88% reporting frequent worries and 49% admitting it affects their job performance.
Register today!
1. Core Principles of Saving – November 5, 2024, 3:30pm to 4pm
2. All about RRSPs – January 22, 2025, 3:30pm to 4pm
3. Debt Management – February 25, 2025, 3:30pm to 4pm
4. Life & Health Insurance – April 23, 2025, 3:30pm to 4pm
This series breaks down some of the key best practices in saving and protecting your family into bite-sized chunks, with easy actions you can take to get started.
What to expect:
- Webinars are about a half-hour long.
- They’re scheduled to take place just after school gets out for the day.
- These sessions will be recorded and shared to registrants after the session.
- You can ask questions in the chat and get answers live, once the recording is stopped.
The webinars will provide core principles from Capital Planning’s 40+ years of working with teachers and their families. For a more personalized discussion of your own needs, you can set up a meeting with one of our team here.
These education sessions are hosted by us, Capital Planning - providers of your ATA Voluntary Benefits Program and our featured experts are:
Rick Harcourt, PFA who is the Professional Financial Advisor™ who manages the ATA Voluntary Benefit Program for Capital Planning. He’s the featured speaker at ATA Financial Wellness sessions and Pre-Retirement workshops across Alberta.
Nicole Polak is a Chartered Professional Accountant with over 19 years of experience in helping individuals and families find creative solutions to their financial difficulties. She is a Vice President and Senior Manager for Insolvency at MNP LTD, a national leader in accounting, tax and business services across Canada.
The sessions are right around the corner, register now and get started investing in your future!
1. Core Principles of Saving – November 5, 2024, 3:30pm to 4pm
2. All about RRSPs – January 22, 2025, 3:30pm to 4pm
3. Debt Management – February 25, 2025, 3:30pm to 4pm
4. Life & Health Insurance – April 23, 2025, 3:30pm to 4pm