Financial Literacy – teamVIP Canada

Financial Literacy Series Registration

Convenient and Flexible Options for You

Register below to attend the Free Financial Literacy Series.
Registration is required to attend live sessions and to access recordings
All sessions will be run online (On Zoom)
Each session will be offered at two different times on the dates shown.
You can choose the most convenient time on each date:
– lunch (12:00 pm – 1:00 pm MT) or
– evening (8:00 pm – 9:00 pm MT)

Intro to Financial Literacy
Building Your Financial House
Emergency Fund and Spending Plans

Your Last Will and Testament
Power of Attorney
Health Directives
Beneficiaries

Income Protection
Insurance Types

Debts and Loans
Debt Reduction Strategies
Savings through Meal Planning
Savings when Grocery Shopping

Financial Independence
Investing and Mutual Funds

Registered Retirement Savings Plans (RRSPs)
Tax Free Savings Accounts (TSFAs)
Registered Educational Savings Plans (RESPs)
Registered Disability Savings Plans

Estate Planning
Charitable Giving

Special 2 hour intensive session
Financial Literacy Condensed
Review of all Prior Sessions

Please confirm your availability with your calendar prior to booking. Multiple people can be registered, however please fill in the form separately for each person.

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Registrant Details

Name(Required)

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Phone (Cell or Mobile)(Required)

Best number to which we can send occasional text notifications and reminders

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Communication Consent(Required)

I agree to receiving occasional email notifications and text reminders from you

Please agree so that we can occasionally communicate with you via email and text. We respect your privacy and promise to limit our communication to occasional notifications, invitations and reminders related to these events. Of course, you can change your mind and opt-out any time.

This is an Educational Seminar*(Required)

Yes, Understood!

* This series of educational seminars are intended to be informational in nature: the topics discussed and opinions given are not intended to address the specific investment needs of any individual participant. Nothing contained herein is to be considered a solicitation, research material, an investment recommendation or advice of any kind. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. The instructors and representatives do not offer legal or tax advice, and participants are encouraged to discuss their specific needs with an appropriately licensed professional.