I help families understand the complex world of insurance and investing in Barrie, Ontario. Also the co-host of Backlash Podcast, talking WWE Raw Deal.
@AdvocisDurham@Advocis Problem is, I find teachers to be the worst with their budgets and finances😬Education does have to start somewhere though and well put-together programs will help everyone. #AdvocisFLM23Chat#FLM2023
@Advocis Time constraints - the info is on the web, but our attention, especially online, is always being pulled in different ways. #AdvocisFLM23Chat#FLM2023
@Advocis A2.1: Helping update budgets, suitability of investments, review of insurance coverage can all help ease client concerns. #AdvocisFLM23Chat#FLM2023
@Advocis A1: Just like ppl said Post-Covid - we're adjusting to the "new normal" - higher grocery bills, gas, mortgages, etc and revisiting budgets accordingly #AdvocisFLM23Chat#FLM2023
Let's get the #AdvocisFLM23Chat off and running. 🚀We'll be listing the questions and using the standard Q1 format. Please respond with the standard A1 format for each of your answers along with #AdvocisFLM23Chat. RT if you’re ready! 🙌
@Advocis I'm an independent financial advisor based in Barrie, Ontario and love helping clients get educated with financial literacy and take control of their finances.
Join us on Thursday, November 23 at 2:00 p.m. EST and make sure to use the #AdvocisFLM23Chat to join and follow the conversation! 🙌
Start preparing now! See our 2023 questions here: https://t.co/gMeApoWykY
#FAFA#FLM2023
@AdvocisChapters@Advocis I explain it like a pot to hold investments, and you can put whatever investment you want inside this pot with the glorious benefit of you'll never pay tax on the growth.