As a part of our program QT Care, we teamed up with Hao Wu Financial Solutions inc. under the Sun Life banner to deliver a 6-part Financial Health Webinar series. We know discussing finances can be tough and confusing, especially in the current economic climate; therefore, we partnered with Jeffrey Wu and Julien Valat, advisors working extensively with members of 2SLGBTQ+ community in QC, ON & BC, to create a safe space to learn about some of these most important financial topics.
As we are midway in our series, we would like to recap the first 3 webinars already presented, and give you a preview of what is coming next!
To review your specific situation, we encourage you to reach out directly to them since knowing this information doesn’t reliably change behaviour, and is only winning half the battle. You can book their time for a virtual introduction meeting here: https://calendly.com/haowufinancialsolutions/queertech-members-introduction
Webinar 1: Planning & Building your wealth
In this webinar recorded in October of 2021, Jeffrey and his team explored the following topics for basic personal finance and where to begin toward building your wealth:
You can watch the full webinar by clicking below.
Webinar 2: Investment basics: from taking risks to respecting your values
In webinar 2, Jeffrey and his team investment basics explaining basic investment fundamentals and answering the following topics based on risk, goals, and time in the market:
Webinar 3: Can you afford to be sick?
Next Jeffrey and Julian explore the cost of being sick. They work to outline what it takes to be prepared should a health crisis arise and how to protect yourself from undue financial healthcare burden.
Beyond these first topics, Jeffrey and Julian are ready to dive a bit deeper in the next series of webinars taking the conversation in a bit more advanced direction. They will examine real estate questions around purchasing your first home to investing in real estate. They will explore group benefits and pensions from both the employer and employee side (a great conversation for founders). Finally they examine more advanced financial principals that will help you as you grow professionally and increase your personal worth.
Stay connected as we explore the following topics in the next 3 editions of the QT Care Financial Health Series
Webinar 4: Buying your first home & investing in real estate (Sep 2022)
Webinar 5: Group Benefits & Pension: For Individuals & Employers (Nov 2022)
Seminar/Webinar 6 : Advanced financial planning concepts for your success. (Jan 2023, potentially in person)
Get to know better Jeffrey and his team by watching this QT Connect Café!
And again, don’t hesitate to reach out to Jeffrey and Julien!