ONLINE MEETING: Practical Evidence-Based Investing for Young Lawyers
This meeting is being hosted by the Young Lawyers - Lower Mainland Section.
| Speakers: |
Jacob Chang, Financial Advisor, Financial Literacy Counsel | Customplan Insurance | Investia Financial Services Inc. |
| Time: |
Monday, March 24, 2025, 12:00pm - 1:00pm (PT) |
| CPD Hours: |
This presentation does not qualify for CPD |
Synopsis
Jacob Chang shares proven steps that have helped many students achieve significant financial milestones such as purchasing their first home in BC’s challenging market and retiring early.
This class is designed for you if:
- You seek practical, actionable steps on how to start investing and how to choose which investments make the most sense for you.
- You have minimal investing experience and want to become a confident investor (by knowing you are investing based on a proven process that you can understand).
- You desire to cut through the marketing noise and social media hype to make informed financial decisions.
What You'll Learn:
- A simple and effective way to invest based on credible research and reputable citations.
- The key actions you need to know to invest successfully.
- Which investments to choose given your unique personal situation.
- How to easily start investing in real life within 24 hours.
Speaker Bio
Jacob has worked as a stock analyst for a multi-billion-dollar investment fund and reviewed financial plans ranging from recent graduates to high-net-worth families and international royalty. After completing his HBA at The Ivey Business School at Western University, he became a Dimensional Fund Advisor and received mentorship from several of North America's most accomplished investment professionals. Today he serves as a Financial Advisor at The Financial Literacy Counsel and Personal Finance Instructor at various universities and institutions such as UBC Medicine.
Territorial Acknowledgement
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
Webinar/Teleconference
If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.
Webinar instructions will be sent to your email that we have on file 24 hours prior to this meeting date. These instructions will indicate when and how you should log in.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
Disclaimer
Please ensure to sign-in with your full name at the meeting, to not do so will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
