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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
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
NOV 22 | MAKING YOUR
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:
6pm - 8pm
in the Education
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.