2018 Year End Tax Tips

How did 2018 fly by so quickly? It's that time of the year again... when we're all thinking about...TAXES... Download your year end tax tips kit!
December 3, 2018/by Angelina Hung

Financial Planning Week 2018

In order to help you promote Financial Planning Week, we've put together a free social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC. Download your free kit!
November 5, 2018/by Angelina Hung

The Need for Corporate Life Insurance- Your free video

We've put together a video about the Need for Corporate Life Insurance.
October 23, 2018/by Angelina Hung

The Need for Personal Life Insurance- Your free presentation

We've put together a powerpoint presentation and video about the Need for Personal Life Insurance.
October 16, 2018/by Angelina Hung

Financial Planning Incorporated Professionals- Your free presentation, video and checklist

We've put together a powerpoint presentation, video and checklist about Financial Planning for Incorporated Professionals.
August 29, 2018/by Angelina Hung

Financial Planning Business Owners- Your free presentation, video and checklist

We've put together a powerpoint presentation, video and checklist about Financial Planning for Business Owners.
August 22, 2018/by Angelina Hung

Financial Planning- Your free presentation, video and checklist

We've put together a powerpoint presentation and video about Financial Planning.
August 15, 2018/by Angelina Hung

Financial Planning Checklist for Incorporated Professionals

When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don't forget to discuss key aspects of a professional's financial planning.
August 9, 2018/by Angelina Hung

Financial Planning Checklist for Business Owners

When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don't forget to discuss key aspects of a business owners financial planning.
August 1, 2018/by Angelina Hung

Financial Planning Checklist

This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.
July 30, 2018/by Angelina Hung