PWIB Tax Time Tips & Investments

When:
February 8, 2022 at 11:45am - 1:00pm

Where:
Virtual Event
185 Lakeshore Drive W
Website

Posted By:
PWIB Tax Time Tips & Investments

Fees & Admission:
Pre-Registration Required | Everyone Welcome – FREE to attend!

Register

Welcome 2022! Penticton Women in Business and Penticton Chamber invites you to join them for our Beat the February Blues zoom sponsored by Debbie Clark, Edward Jones.

Event Schedule

  • 11:45am Zoom doors open - casual networking
  • 11:55am Welcome
  • 12:00pm Program 

Panel Presentation

  • Tax Time Tips & Prep |  Long-Haggerty Robertson LLP Jane Long-Haggerty & Kelly Robertson
  • Understanding RRSP's, TFSA's RESP's & More | Debbie Clark, Edward Jones - Financial Advisor
  • S.A.D.

PWIB & Chamber membership update

Round Screen Introductions

Contributions to the PWIB Bursary Fund are appreciated – etransfer to pwib@telus.net

Door Prizes are always welcome, please be sure to attach a business card.  (please drop off to by 5 pm Monday, Feb 7 to Aladdin Flooring, 1505 Main Street, Penticton)

Thank you to our presenting sponsor - Debbie Clark, Edward Jones

Debbie Clark, Edward Jones

I agree with Confucius: "Choose a job you love, and you'll never work a day in your life." As a financial advisor, I spend my days using both the creative and analytical sides of my brain, following my passions, and making a difference for people in my community.

I'm passionate about education so I try to fill holes in financial literacy.

  • For women of all ages and circumstances, I hold free seminars because women should feel informed and confident about preparing for the needs unique to their gender.
  • For couples, I help coordinate goals with candid discussions like, "What are your dreams for the future, and do they match your partner's?"
  • For those with special needs, I show how to optimize government-sponsored savings plans and endowment funds.
  • For those nearing retirement, wondering if or when they can retire because their money is spread across different places, I teach skills on organizing finances. 
  • For just about every investor, I demonstrate making informed rather than emotional decisions with their money.

I've lived in the Okanagan Valley since 2008 and currently serve on the board for Penticton Women in Business.

My daughter, husband, stepsons, and I take advantage of the area's beauty with walking, kayaking, biking, camping and we throw in some occasional travel.

I was raised with the values of giving back, and one of my proudest accomplishments was helping to start Our Daily Bread, a soup kitchen in Nelson to serve 120 people a day; it's still going strong.

Mark Your Calendar:

  • Feb 17 Chamber BizBite Take Control of Online Reviews & Reputation
  • Mar 10 International Women's Day - Bringing together women entrepreneurs 
  • Mar 16 Penticton Chamber AGM
  • April 12 PWIB Diversity and Inclusivity Luncheon

 

 
 


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