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Wed, Jun 07

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Sent to you after registration

Setting Financial Goals Webinar

Are you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them. Presented by Associate Investment Advisors Amy Lindsay RIS

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Setting Financial Goals Webinar
Setting Financial Goals Webinar

Time & Location

Jun 07, 10:00 a.m. – 11:00 a.m. PDT

Sent to you after registration

About the event

Are you wanting to start saving, pay off debt and build yourself a comfortable financial future but don't know where to start? Look no further! Join our free webinar and learn how to set financial goals and actually achieve them.

Presented by Associate Investment Advisors and Responsible Investment Specialist Amy Lindsay of Bastion Wealth Advisors Group. Amy will go over what it takes to set realistic, attainable goals and provides you with the tools and resources you need to succeed.

In this webinar you will get access to a financial goal planning kit that includes:

  • Financial Goal Planning work sheet
  • Online Investment Risk Assessment
  • Online Budgeting tool
  • Open line of communication with Amy after the event
Speakers

Amy Lindsay, RIS

Amy began her journey in the financial industry as a casual teller with Interior Savings Credit Union and quickly worked her way up the ladder to become a licensed Associate Investment Advisor. She has been designated a Responsible Investment Specialist by the Responsible Investment Association in June of 2020 and has spent the last 4 years working with the team at Bastion Wealth Advisors Group in downtown Nanaimo. Amy has developed a client focused approach to her business style and uses holistic process' to help her clients obtain financial independence.

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