Learning that matters to our members
CPB Canada provides industry-specific learning to keep you informed about industry updates, business best practices, accounting practices, and more! Take a look at our upcoming events below.
Info
Gathering information is easy, but gathering the right information is hard. We are excited to have Kylie Griggs with Spero Financial Group join us to talk about how to ask the right questions to get the right information from our clients. Navigating between personal and business finances, we will be able to decipher goals for both.
Speaker: Kylie Griggs
Kylie Griggs is a Qualified Associate Financial Planner (QAFP) and the founder of Spero Financial Group, a fee for advice firm in Lethbridge, Alberta. Whether you're just starting out or navigating complex wealth management, real estate, business sales and beyond, we've got you covered.
She is here to make you feel a little less alone - to encourage and empower you with down-to-earth money management tactics.
Agenda:
- Informal networking 6:30 pm - 7:00 pm
- Presentation 7:00 pm - 8:00 pm
- Wrap up 8:00 pm - 8:30 pm
Location: ATB Entrepreneur Center 719 4 Ave S #170, Lethbridge, AB T1J 0P1
Contact: Regional Network Chairs: Hannah Heaton Email: hannah.heaton@availcpa.com & Alyssa Churchill Email: hello@ngfinances.com
Please note: Meeting spaces may have a minimum registrant requirement. Out of respect for the regional network chairs who arrange these meetings and the fees required to run them, if you register and are unable to attend, please email your cancellation notice to regionalnetworks@cpbcan.ca, so the event space and RNC can be notified accordingly.