OBA PROGRAM | Original Program Date: October 20, 2021

As Canadians progress through life, their financial goals, needs and resources typically change. Should I invest or pay off my mortgage? Should I put my money in a TFSA or an RRSP? Will my portfolio withstand volatile markets? How much should I withdraw in retirement? And how can I make sure my money lasts? The answers to these questions depend on each individual and their unique situation. There is no one right answer. That’s why it’s important to have a roadmap to guide your financial decisions.

In this seminar, Karen Sill of Lawyers Financial will show you why it pays to put your plan in writing—and how to take the first step.

PROGRAM SPEAKER

Karen Sill, CFP, FMA, Manager, Financial Planning, Lawyers Financial

Karen attended Algonquin College, earning diplomas in Human Resources and Finance before starting her career in the financial services industry in 2000. Karen is passionate about financial planning and the key role it plays in her clients’ lives. She earned the Certified Financial Planner designation in 2006 and has been life insurance licensed since 2004.