Financial Foundation Day Calgary: Building a Stronger Financial Future

An in-person financial education experience with a hybrid session connecting Calgary with other financial centres.

Join us for a day focused on the fundamentals of building a strong financial foundation.

This is primarily an in-person event. As part of the experience, we'll connect virtually with other financial centres from for a shared financial education session, then continue the conversation together in person afterward.

Curious about what a career in financial services could look like?

We’ll also have a short conversation about the business opportunity and how you can get involved if helping families build stronger financial foundations interests you.

Agenda - subject to change

9:30 AM | Doors OpenCome early, grab some refreshments, and connect with other attendees.

10:00 AM | Welcome & IntroductionWe'll start the day together with a brief in-person introduction.

10:30 AM – 12:30 PM | Hybrid Financial Education SessionA shared Zoom session connecting financial centres across different locations, covering key principles including:

Cash flow and debt

Saving and building an emergency fund

Protecting your income and family

Asset accumulation and wealth building

Retirement and long-term planning

12:30 PM – 2:00 PM | In-Person ContinuationWe'll continue locally with additional discussion, questions, and opportunities to connect.

🍽️ Lunch and refreshments will be provided.

Who should attend?

Whether you're just starting out, building a family, growing a business, or already working with a financial professional, this event is designed to give you practical information and help you look at your finances from a bigger-picture perspective.

You don't need to have everything figured out. Just come ready to learn, connect, and have a conversation about your financial future.

Educational. Practical. No pressure.

There will also be an opportunity after the event to connect one-on-one if you'd like to discuss your own situation or arrange a complimentary financial checkup.