TheGAAP.net  & TFN Presents: Foundations of Personal Financial Success
Sponsored by Jeff Gregory

Join us for an engaging two-hour webinar on Tuesday, January 28, 2025, from 7:00–9:00 p.m. EST

This presentation is designed to address, focus and answer questions needed to provide personal and workplace financial growth.  No house can stay intact without a strong foundation.

As the calendar turns to a new year, the belief of resolutions fill the air. Statistics show that 41% of people make a New Year’s Resolution but by Dec 31st, 8% have that same resolution still happening.  Another survey indicates that 40% of people say improving their financial situation is the goal.

Financial stress is an issue to nearly 2/3rds of the population.  This session will educate and reinforce not just fundamentals but strategies to make 2025 the year you may not need to include financial matters in future new years resolutions.

In this session, you’ll gain valuable insights and actionable tips, including:

• Goal setting,
• Budgeting,
• A written financial plan,
• Risk management review,
• Investment strategies,
• Relationships and finances,
• Inheritances, and
• Wills/powers of attorney implementation

This will be a good to start the new year ready for a lifetime of financial success

Speaker:

Jeffrey Gregory BA, CFP, CLU, CHS, EPC, RIS has been in the financial services industry for over 25 years.  Not only helping hundreds of individuals, families and business owners work towards financial contentment utilizing tax efficient strategies, but providing it in a comfortable and pleasant manner.  Brittany Secker RIS has been in the financial services industry 13 years.  She brings a valuable perspective to her clients and prospects by her enhanced knowledge and captivating personality to help reach their financial goals.  Together this presentation will be the perfect start to 2025.

Registration:

Foundations of Personal Financial Success – Sponsored by Jeffrey Gregory

Testimonials:

“After meeting with Mr. Paul and other motivated colleagues at the monthly get-togethers, I was reminded to consider and re-consider my action plan regarding my future employment and my interest in accounting. Being with other motivated and likeminded people is invaluable because it keeps your head in the game when life throws you curve balls or you hit a wall unexpectedly. – Prash Chandrasegaram

“The sessions have been very helpful in gaining practical understanding of various topics. The speakers are very experienced, and their material is well-presented! Thank you!” – Nikita Padia

“Hi Paul, I appreciate all the webinar events that you organize – I have been successful in learning lots of information and earning CPD too. Also, I appreciate the networking opportunities. Thank you.” – Lisa Blackburn

“The talks have helped me create more informed plans regarding my financial plans! Very informative!” – Rahi Tajzadeh

“Great workshop, very valuable and inspiring. I would like to attend the workshop again.” – Chiedozie Megwa

“Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events.” – Mrigank Kabra

“The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops.” – Kul Makkar, Director ITA Canada

Organizers:

Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group

Larry Cooper, Founder of TFN (The Finance Network)