February 05 - March 19, 2026
Financial Planning Essentials
Marshall d'Avray Room 221
10 MacKay Dr Fredericton, NB E3B 5A3
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About this event
This comprehensive course will guide you through the foundational knowledge and intricacies of six key financial planning pillars: 1. Cash Flow Management: 2. Risk Management: 3. Estate Planning: 4. Investment Management: 5. Retirement Planning: 6. Tax Planning: Each pillar will be thoroughly explored, highlighting how they are interconnected to provide you with a secure and well-rounded financial future. Whether you're looking to enhance your financial literacy or make informed decisions for your future, this course is perfect for you. About the Instructor Devansh Bavishi, MSc, MBA, RRC, CFP®, CLU® Devansh is a Certified Financial Planner (CFP) with an MBA from Ivey Business School at Western, and is currently a Director for IG Wealth Management. Serving on the board for the Fredericton Chamber of Commerce and the Fredericton Non-Profit Housing Corporation, Devansh enjoys contributing to the community and helping people learn better financial skills to plan for their futures.
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February 05 - March 19, 2026ThursdayAdd to calendar
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