
Setting and following a budget doesn't have to be restrictive. By taking a measured and systematic approach, you will gain a deeper understanding of your spending and, by extension, achieve confidence, comfort, and control over your finances.
During this 45-minute webinar, Aviso Wealth Doug Carroll will walk you through the building blocks of budgeting and provide you with helpful tips to firm up your financial foundation.
Wednesday, March 22 - 9 am PT / 10 am MT Register Here
Wednesday, March 22 - 12 pm PT / 1 pm MT Register Here
About the Presenter
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Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada.
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He previously ran an estate planning law practice, and was an advanced case consultant with a life insurer and a mutual fund provider.
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Doug also holds a business degree and a Master of Law specializing in Tax, and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner.
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He’s been doing this for 25 plus years, now supporting our financial advisors, from written articles to individual case consultations, and of course webcasts as we are doing today.