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HEADSPRING CONSUMER EDUCATION PROGRAMS

Based on Sandra Foster's national best-selling books,

• You Can't Take It With You: Common-Sense Estate Planning for Canadians
• The Estate Planning Workbook
• Make the Most of What You've Got: The Canadian Guide to Managing Retirement Income
• Who's Minding Your Money? Financial Intelligence for Canadian Investors.
• Financial and Personal Success

*Headspring Consulting Inc. and Sandra Foster have no
affiliation with any investment or insurance products.

Corporate Employee Benefit Programs:

FINANCIAL EDUCATION IS THE BENEFIT OF THE FUTURE

Attracting and retaining qualified employees is crucial. Headspring Consulting Inc. is committed to helping organizations provide their employees with quality financial education so they better understand their benefits and make informed decisions about their finances and retirement, and have more confidence regarding their financial health.

"Employees informed about financial issues
are faced with less stress, are more focused
and can be more productive at work."

Our programs offer a wide range of financial topics for employees in length from 3-hours to 2-days. We work with you to select the topics most appropriate for your employees and customize the programs to incorporate the details of your benefit programs, including pension plan, disability and group life insurance.

Seminar topics include:

• The basics of investing and building a retirement portfolio
• Integrating your company benefits with your individual planning
• Financial planning: what it can and cannot do
• Estate and insurance planning
• Tax planning: it's what you get to keep that matters
• Severance: dealing with change
• Saving for retirement
• Creating retirement income and preparing for retirement (for those within 3 -5 years of retiring)
• Financial and Personal Success

Client Appreciation/Prospecting Seminars:

(For financial advisory firms and their advisors)

In today's markets, financial advisory firms and their advisors need a great business plan and event(s) to satisfy your objectives and great follow through to create business initiatives to strengthen your client relationships and build your practice. Presentations can be tailored to suit your needs.

Seminar topics include:

• You Can't Take It With You: Estate Planning Essentials
• Who's Minding Your Money? Investment and Financial Planning Strategies
• Make the Most of What You've Got: Creating Retirement Income · Wealth Management, and more.