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Invest in Yourself - A Path to Financial Wellness Workshop (English)

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A relaxed and informative event tailored specifically for military families. With limited spots available, this is a wonderful opportunity to focus on insurance and financial planning.

  • 7:00 p.m. - 8:30 p.m.
  • Uplands Military Community Centre

Join us for a practical, interactive seminar designed to help military members and their families understand and manage insurance coverage at every stage of military life and beyond.

Part 1: Insurance Basics & On-the-Spot Sign-Up 

Learn about key coverage options including OGTI, RTIP, T100, and Critical Illness. We’ll explain how these plans evolve over time and why securing permanent insurance early is a smart move. Applications will be available on-site for those ready to add spousal coverage or enroll in the CI GA campaign.

Part 2: Keeping Your Policy Current 

Discover when and why to review your policy—especially during major life changes like buying a home or starting a family. We’ll cover beneficiary updates, trustee setup, and provide tools like the “I’m Dead, Now What?” booklet to help you stay organized. Beneficiary forms will be available for immediate updates.

Part 3: SISIP Investment Services 

Briefly explore SISIP’s investment offerings, including RESPs and personalized financial planning. Attendees will receive informational flyers and have the opportunity to book one-on-one appointments directly with an accredited advisor.

Please note: This workshop is conducted in English only

Questions? Contact: picard.chantal@cfmws.com 
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