Speaking of Money: Financial Planning Seminars

Interested in hosting a financial planning seminar at your workplace, community centre or any other gathering? Whether you are an employer or represent a professional association or social group, give us a call and we'll do our best to match you with a CFP professional in your area who can answer your questions and lead your group to a better understanding of what financial planning is all about and how to start.

You've Got Questions - We Have Answers!

We have the experts to answer your questions on the following topics and more.

• What is financial planning?
• How does it differ from retirement planning or investing? Or is it part of the same?
• Who is qualified to offer financial planning advice?
• What should one know before hiring a planner?
• How does financial planning work?
• How much does it cost and how does one get charged?
• Who is financial planning for?
• Do you have to do it all at once or can you do it in parts?
• When is the best time to seek professional financial planning advice?
• Where can one obtain more information?

We can also customize seminars to address topics relevant to your group.

Eg. tax planning strategies; managing debt; planning strategies for seniors

Interested, but not sure how to get started?

Contact Heather Mills, Public Relations Specialist at 416.593.8587 x235 or fpseminars@fpsccanada.org.

Where have CFP professionals presented?

Alliance of Independent Professionals, Toronto, ON
International Association of Business Communicators, Toronto, ON
GXS Inc., Mississauga, ON
Ontario Ministry of Finance, Toronto, ON
Canadian Food Inspection Agency, Downsview, ON
Worlds Biggest Book Store, Toronto, ON
Metro Toronto Reference Library, Toronto, ON
Canada Customs and Revenue Agency, North York, ON
Wellington County Clerk & Treasurers Association, Pike Lake, ON
Biovail Corporation, Toronto, ON / Scarborough, ON
Northwater Capital, Toronto, ON

Promote Your Event

Want to promote your upcoming financial planning seminar to your stakeholders? We've created two posters that you can download and print to help promote your event.

Download - Poster #1 (PDF)
Download - Poster #2 (PDF)

Testimonials:

"I found that having a three-prong approach to the presentation (Peter Andreana, CFP, + Heather Mills, FPSC + a representative from Ceridian, Northwater’s EAP provider) made for an informative and dynamic session. The session has proven to be a great intro to the topic of financial planning for our employees which I think will lead to further events/sessions."
—Event Organizer, Northwater Capital Management, Inc.

"The feedback on the financial planning component of the last seminar was overwhelmingly positive. The handouts, quality of presenter, visuals, range of topic — all received high marks. I cannot think of anything they wanted to change. People in my office are still talking about the FPSC/CFP seminar, so you must have had an impact."
—Event Organizer, Canada Customs and Revenue Agency

"The feedback response from the audience we received about the CFP professional's presentation was very positive. Thank you for providing us with the planner. I will let my successor know to keep him on our speaker list for future events."
—Event Organizer, Toronto Reference Library

"Thank you very much for allowing us the pleasure of having a CFP professional speak at our offices. The feedback was positive and much appreciated. He was an excellent speaker, very knowledgeable, informative and came with lots of information that kept the interest with our staff. I will definitely consider calling on him in the future for other initiatives that we may take on."
—Event Organizer, Canada Food Inspection Agency