Creating Your Financial Roadmap

If you are a contractor (business owner), do you have a survivor or succession plan? Do you need one? Do you need a buy–sell agreement for your business? Brandi Taylor, financial advisor at Sun Life Financial, will cover:

  • Do you need a will?
  • As a contractor (business owner), do you need disability insurance?
  • What types of life insurance might you need (depending on your family and employee situation)?
  • What is critical illness insurance and do you need it?
  • What is long-term care insurance and do you need it?
  • RRSPs, TFSAs, and RESPs and do you need them?

Please note that this will NOT be a “sales pitch”.

Program Details

Date: Wednesday, March 15, 2017
: 6:30 to 8:30 p.m.
: Innovate Calgary, 3553 31 St NW, Calgary, AB (map)

  • Parking: Free after 6:00 p.m. in Innovate Calgary’s parking lot
  • Transit: Brentwood LRT with a short walk south from the station to 31 Street NW. Numerous bus routes stop at Brentwood Station with a short walk to Innovate Calgary. Check Calgary Transit for specific routes.


  • STC Alberta Members: $15
  • STC Alberta Student Members: $10
  • Non-Members: $30
  • Guests: $20

Registration is now closed.