Webinar | Engineering Your Financial Well-Being
Many successful professionals are stressed and frustrated with finances: after long and full careers of concentrating on what they excel in, they realize that they did not give their finances the required energy and attention.
This presentation is designed to help professional members reduce the stress and frustration associated with uncertainty in their finances. By engineering a fulfilling retirement, they can unlock choices in life, reduce stress by gaining clarity on their finances, and ultimately make life more enjoyable. This presentation describes specific concepts and concerns related to professional members, with a full-term case study that would represent a typical professional career. The following topics will be covered:
- the financial planning process and how it can be used to improve your work/life balance and quality of life, by removing stress.
- government retirement benefits (CPP/OAS): how they work and how they can contribute significantly to your financial well-being. Cost/benefit analysis and considerations for when to start taking these incomes.
- risk management, in terms of income protection, and how it can bring peace of mind.
- the logistics of Wealth Management and all that it entails.
This session will be held through ON24.
For any questions about this event, please contact [email protected].
About the speake
Ian Austin, P.Eng., 
holds a bachelor of engineering in mechanical engineering from Memorial University of Newfoundland & Labrador. He holds a professional engineering designation through APEGA and has begun working toward his designation as a certified financial planner.
Ian has had extensive international and domestic engineering, operations, and advisory experience in the oil and gas industry. In previous working roles, Ian has had great success in helping turn around struggling projects and business units and mentoring younger engineers. After feeling some of the stresses of the engineering profession, and wanting to help others deal with them, he has taken that same passion for personalized service and problem solving into the wealth management industry.
Adam Jennings, CFP®, CIM,
holds a bachelor of commerce with honors from the University of Guelph. He has spent the past decade working with families who want a clear path toward clarifying and achieving their financial goals and one that is backed by a transparent, accountable, and highly personalized process.