To many, insurance seems like an unnecessary expense that covers remote risks we are unlikely to experience in our lifetime, and medical advancements and increase in life expectancies might make us complacent. Similarly, investing your savings to grow your wealth especially for retirement may seem too far off to worry about and is not a priority. With rising healthcare costs, higher costs of living, and a longer life expectancy, it is actually more necessary than ever to start early and with the right investment and insurance strategies at each stage of your life so that you can safeguard your quality of life into retirement, and live better today and in the future. In this session we will cover the following:

• The personal journeys of Val & Sam
• What is more important? Insurance or investment?
• How do you balance insurance vs investment at different life stages?
• What are some common challenges associated with protecting our savings and wealth?

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