Financial Literacy: Empower Your Future Self

I really liked the small group format. It was great to be able to ask questions.

This event made me reflect back on where I made the financial mistakes and provided me knowledge and tools to correct that.

I enjoy learning about how to be wise with money, wish I’d have known about this during my early years.

Vu was a great speaker and very engaging!

Dr. Tran is incredible! Extremely knowledgeable and is such a dynamic speaker.

I have a much better understanding of "Finance" and what I need to do to improve my financial situation and empower myself to reach such goals.

It is a lecture that every physician or health care provider should attend... like what he said " You DON'T know what you Don't know! "Thank you!

9:00am

Welcome and Opening Remarks

9:15am

Establish the WHY (Buy back Time and prevent burnout, financial peace of mind)

10:00am

Basic financial concepts:
• Spend less than you earn
• Save 20% of your income
• Pay yourself first
• Automization
• Start yesterday!
• Army of dollar bills work for money, not you!

11:00am

Break

11:15am

Financial Order of Operations

12:00pm

Lunch Break

12:15pm

Risk Management:
• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• LTC Insurance
• Umbrella Insurance

1:45pm

Basic Concepts in Investment:
• Know thy self – sleep point
• Behavioural investing
• Risk capacity
• Risk Tolerance
• Time horizon
• Opportunity cost
• True cost
• Wealth Formula

2:45pm

Investment Assets

3:15pm

RRSP, TFSA, RESP, Pensions

4:15pm

Q&A

5:00pm

Adjourn