And What About Insurance

Insurance can play a crucial role in protecting the financial security for yourself and loved ones. It is an often overlooked and misunderstood element of a solid financial plan and can be useful at many stages of life.

Join our insurance expert Jacqueline Knoblauch as she walks us through insurance basics. She will be addressing the following common questions:

• What is insurance?
• What purposes can it serve for me, my family or my business?
• How do I determine how much I really need, if I need it?
• What are the different types and how do I know what is right for me and my loved ones?
• When shouldn’t insurance be used?

You will leave our workshop with a clear idea of what makes the most sense for you and those you care about.

DATE: Thursday, February 29, 2024
TIME: 6pm – 8pm
LOCATION: In-Person, Sophia Financial Office, 3762 10th Ave West, Vancouver BC

WORKSHOP PRESENTER:

Jacqueline Knoblauch, CFP® CLU®, Insurance Planning Specialist, Raymond James. Jacqueline’s experience includes brokering high risk loans and mortgages, and being a senior insurance planner for a bank owned firm.

Replay will be available to registrants