RESP Rules & Tips with Sandi Martin and Julia Chung
ModernAdvisor hosted a webinar on July 21 featuring “two of Canada’s favourite financial professionals” (their words!), Sandi Martin and Julia Chung of Spring Financial Planning. The webinar covered RESP rules as well as tips to maximize the value of your educational savings, followed by a lengthy Q&A period.
If you missed the webinar, you can check out the recording here.
Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
Latest posts by Julia Chung (see all)
- Portfolio Review and Investment Manager search: A Case Study - September 22, 2020
- August 2020 Update - August 24, 2020
- Disabled Child: Financial Planning for Long Term Care - August 19, 2020