Financial Milestone Planning Events

Join us for practical workshops and expert sessions designed to help you navigate major financial decisions with confidence

Reserve Your Spot

Interactive Planning Workshops

Our hands-on workshops bring together small groups of participants to work through real planning scenarios. You'll leave with actionable strategies tailored to your specific financial situation and timeline.

Small group sessions with personalized attention
Real case studies from Canadian financial scenarios
Take-home planning templates and resources
Follow-up consultation opportunities
Networking with like-minded individuals

Financial planning workshop session with participants working on milestone strategies

Upcoming Events Calendar

Mark your calendar for these valuable learning opportunities throughout 2025

March 15, 2025

Home Ownership Milestone Workshop

A comprehensive session covering down payment strategies, mortgage preparation, and the hidden costs of home buying in today's Canadian market.

St. Catharines Community Center

April 22, 2025

Retirement Planning Reality Check

An honest look at retirement planning beyond the basics, including lifestyle adjustments, healthcare costs, and creating multiple income streams.

Niagara Regional Library

May 18, 2025

Family Financial Transitions

Navigate major life changes like marriage, divorce, new children, or caring for aging parents while maintaining financial stability.

Virtual Session

June 14, 2025

Small Business Owner's Financial Health

Balancing business growth with personal financial security, separating business and personal finances, and planning for business succession.

anonuaverion Office - 130 Rykert St

Kendra Fairweather

Workshop Facilitator

Learn from Practical Experience

Our events aren't typical financial seminars filled with generic advice. We focus on real situations that people in Ontario face every day. From navigating first-time home buying in competitive markets to planning career transitions in your 40s, we tackle the messy, complicated parts of financial planning that textbooks don't cover.

Explore Our Programs

Zelda Brightwater

Planning Specialist

Ready to Take Control of Your Financial Future?

Our events fill up quickly because we keep groups small for maximum interaction and personalized guidance. Most participants tell us they wish they'd found us sooner.

Interactive sessions with plenty of Q&A time
Resources you can actually use in your situation
Connection with others facing similar challenges
Follow-up support to keep you on track
No high-pressure sales or complicated products

Get Started Today

Financial planning consultation meeting with documents and calculator

Call us at +1 519 741 4364 or visit our office at 130 Rykert St, St. Catharines to discuss which events might be most helpful for your situation.