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  1. 1. FINANCIAL PLANNING SEMINARS A Series of 5 Seminars Designed for Delta Hospital and Fraser Health Staff HOSTED BY: Veronica Carroll MBA CFRE, Executive Director, Delta Hospital Foundation PRESENTED BY: Katrine Clark CFP, Financial Advisor, Edward Jones JUNE 27 | RULES OF THE ROAD A Common Sense Guide to Investing This seminar will provide participants with 10 principles for sound investing and will also discuss how to identify and avoid the most common investment mistakes. SEPT 13 | BRINGING BALANCE TO YOUR BUDGET Designed to help you sharpen your spending and saving strategy. You’ll learn more about: Setting personal financial goals, balancing saving, spending and borrowing to achieve goals, strategies for controlling debt and improving credit scores, and practical savings options for now through retirement. OCT 13 | FOUNDATIONS OF INVESTING An Overview An educational seminar geared to people who want an overview of investing, including key terms and investment types. This seminar covers the basic features of bonds, stocks and mutual funds; the importance of asset allocation and five steps to help you build a better investment future. OCT 19 | WHEN CAN I RETIRE? Investment Strategies for Retirement A seminar designed to offer a foundational knowledge of important investment strategies for retirement as well as understanding concepts around inflation, risk tolerance, asset allocation and diversification. This seminar is an overview of the various investment options available for retirement savings. NOV 22 | MAKING YOUR MONEY LAST Living in Retirement 10 principles for living in retirement is a seminar designed for retirees and those planning for their transition into retirement. Those attending will learn how they may achieve a stable, steady income so they can live the kind of retirement lifestyle they desire while helping protect their retirement investments from unforeseen events. Delta Hospital Foundation provides a variety of free financial and estate planning seminars throughout the year. Space is limited, contact Veronica Carroll to RSVP reserve your spot: 604.940.9695 or REGISTER SOON! 6pm - 8pm in the Education Conference Room, Delta Hospital PRESENTER Katrine Clark is a Financial Advisor for Edward Jones. She has been helping people like you achieve their personal financial goals for over 20 years. She developed her financial skills within the Canadian Wealth Management, Investment and Banking industries where she held senior level positions. Veronica Carroll