Personal Finance Lunch & Learn w/ Sunlife Financial

Joe White, Financial Advisor at Sunlife Financial is here for a Lunch & Learn on March 15th at noon!

Joe White has been an Advisor with Sun Life Financial since 2014 and currently operates White and Associates Financial Services Inc.
As a small business owner himself, Joe appreciates the importance of being informed, and of understanding the internal and external factors that can affect your business.

He and his team guide individuals and businesses through topics such as:

• The value of having a solid budget and sticking with it.
• RRSP, TFSA or both?
• The fundamentals of Personal Health Insurance Plans.
• The importance of being able to fund your buy/sell agreement and how to do it.
• Managing the cost of offering Group Health and Dental Benefits to your employees.

Joe will be discussing these topics, and more at this Lunch & Learn!

Registration is $15, lunch included – Sign up today!