Financial Wellness Workshop: How Money Works


Kurtis Jay is offering residents of York a free financial wellness workshop. Topics covered:

  • Do you know the Rule of 72? (You’d better!)
  • What are mutual funds & Segregated funds?
  • The 3 Ds of successful investing
  • Are you paying off your debt in the best possible manner?
  • Do you know how your life insurance policy really works?
  • Tax reducing and saving Strategies
  • How to prepare a spending plan vs Budget?
In order to help gauge interest and plan the event, Kurtis asks interested residents to kindly complete the following survey:

Financial Wellness Workshop Survey