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Why do a Financial Workshop or Estate Planning Seminar With
Mark Albert, CEA, EPC, MFA-P?​

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Promo Video - FREE Breakfast + Financial Seminar/Sat. June 8, 2019/9am-12pm/Ski Chalet at Ching. Park in Brampton

 

 

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Testimonials from some who attended financial or estate planning workshops by Mark Albert, CEA, EPC, MFA-P​​​​​

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  • Great content.  Thank you. - Financial Advisor, Scarborough, Ontario

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  • Mark is very knowledgeable and entertaining presenter.  This workshop touched on very important financial information that everyone should be exposed to. - Lisa, Brampton, Ontario

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What can Attendees expect when attending a Financial Workshops or Estate Planing Seminar with Mark Albert, CEA, EPC, MFA-P?​

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Attendees learn important Wealth, Estate, Tax, Retirement, Debt, and a host of other financial concepts that they can apply in their personal finances, and have the option to receive a free comprehensive financial strategy that is customized to their unique situation.

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All Financial Workshops and Seminars focus on Financial Education in a fun and open environment. Free prizes and giveaways.  ​Financial & Estate Planning Workshops or Seminars should be perceived as a value added service from the vantage point of any employer, non-profit organization, or charity.

 

If you would like to book Mark Albert, CEA, EPC, MFA-P as a Speaker, or to host a Financial Workshop or Estate Planning Seminar, please contact Mark at either 416-659-6655 or markalbertpfs@gmail.com.

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What do Terms Like Financial Literacy, Financial Wellness, Financial, or Financial Education mean?  When you add the word Workshop or Seminar to these terms it can be confusing as to what the difference really is.

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While often used interchangeably, these terms have subtle differences in their focus and scope:

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  • Financial Literacy Workshop:

    • This type of workshop primarily focuses on knowledge and understanding of financial concepts. 

      • It aims to equip participants with the fundamental skills needed to manage their money effectively. 

      • Topics often include budgeting, saving, understanding credit, debt management, and basic investing. 

      • The goal is to build a foundational knowledge base.

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  • Financial Wellness Workshop:

    • This term takes a broader, more holistic approach to an individual's financial situation. While it includes financial literacy concepts, it also addresses the psychological and behavioral aspects of money.

    • Financial wellness workshops aim to reduce financial stress, promote healthy financial habits, and help individuals achieve a sense of security and control over their finances.

    • They might delve into topics like money mindset, financial goal setting, managing financial stress, and how finances impact overall well-being.​

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  • Financial Workshop:

    • This is a very general term that can encompass either financial literacy or financial wellness, or a combination of both. It simply indicates that the workshop deals with financial topics. Without further context, it's hard to know the specific focus.

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  • Financial Education Workshop:

    • Similar to "financial literacy workshop," this term emphasizes the educational aspect of learning about personal finance. It focuses on teaching participants the knowledge and skills they need to make informed financial decisions. It's often used interchangeably with financial literacy workshop.

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  • Financial Seminary:

    • This term stands apart from the others. A "seminary" is typically an institution that provides theological education and spiritual formation for individuals called to Christian ministry. Therefore, a "financial seminary" would likely refer to a program or institution specifically designed to educate clergy or individuals in religious leadership about financial matters, such as managing church finances, personal finance for ministers, fundraising, or financial stewardship within a religious context. It's not a general financial education offering for the public.

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In summary:

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While there's overlap, the distinction lies in the depth and breadth of the topics covered and the ultimate goal for the participants.

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Promotional Videos or Thank you Videos from some past Financial Workshops and Estate Planning Seminars​

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If you would like to book Financial Consultant Mark Albert, CEA, EPC, MFA-P as a Speaker, or to do a Financial Workshop or Estate Planning Seminar, please contact Mark at either 416-659-6655 or markalbertpfs@gmail.com.

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​Mark Albert, CEA, EPC can be made available to do a Financial Workshops in the following cities: ​​

 

Mark Albert, CEA, EPC, MFA-P is available as a Financial Speaker in Fort Erie, 

Mark Albert, CEA, EPC, MFA-P is available to do Financial Workshops in Niagara Falls 

Mark Albert, CEA, EPC, MFA-P can be Financial Speaker in St. Catharines 

Mark Albert, CEA, EPC, MFA-P can be an Estate Planning Speaker in Welland, Ontario 

Mark Albert, CEA, EPC, MFA-P can be an Estate Planning Speaker in Wainfleet 

Mark Albert, CEA, EPC, MFA-P as Speaker with Estate Planning in Port Colborne 

Mark Albert, CEA, EPC, MFA-P can do Financial Workshop for Seniors in Grimsby 

Mark Albert, CEA, EPC, MFA-P as Estate Planning Speaker in Niagara-on-the-Lake 

Estate Planning with Mark Albert, CEA, EPC, MFA-P in West Lincoln 

Financial Workshop for Seniors with Mark Albert, CEA, EPC, MFA-P in Pelham 

Estate Planning Workshop with Mark Albert, CEA, EPC, MFA-P in Thorold 

Financial Workshop with Mark Albert, CEA, EPC, MFA-P in Hamilton 

Financial Literacy with Mark Albert, CEA, EPC, MFA-P in Waterdown 

Estate Planning with Mark Albert, CEA, EPC, MFA-P in Burlington 

Estate Planning with Mark Albert, CEA, EPC, MFA-P in Oakville 

Mark Albert, CEA, EPC, MFA-P as Financial Speaker in Brampton 

Mark Albert, CEA, EPC, MFA-P as Financial Speaker in Mississauga 

Estate Planning with Mark Albert, CEA, EPC, MFA-P in Toronto 

Estate Planning with Mark Albert, CEA, EPC, MFA-P in Greater Toronto Area 

Mark Albert, CEA, EPC, MFA-P as Financial Workshop Educator in Barrie 

Financial Workshop with Mark Albert, CEA, EPC, MFA-P in Alliston 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P in Innisfil 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P in Niagara Region 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P in Halton Region 

Financial Workshops with Mark Albert, CEA, EPC, MFA-P in Peel Region, Ontario

Estate Planning Seminars Speaker Mark Albert, CEA, EPC, MFA-P in Niagara Region 

Estate Planning Seminars Speaker Mark Albert, CEA, EPC, MFA-P in Halton Region 

Estate Planning Seminars Speaker Mark Albert, CEA, EPC, MFA-P in Peel Region​​

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Key Topics Covered On This Page:

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For educational videos, please subscribe to MONEY with MARK ALBERT™ ​​​

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Financial Workshops or Estate Planning Seminars
​With 
Mark Albert, CEA, EPC, MFA-P​

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