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Getting into financial shape — Starting fresh in 2021

Thursday, January 28, 2021
2pm – 3pm ET

Join us for an exclusive CIBC live webinar that will help you get into financial shape this year!

Are you ready to start fresh this new year? Join our panel of experts as they share insights and tips to help you get into financial shape in 2021. You may be thinking about how to approach the new year in terms of setting your goals and mapping a plan to achieve them. We’ll show you how and provide advice on managing credit and investments to help you get there.

Together we'll discuss

What's to come for 2021

  • Identifying trends in the current environment

Starting the year off right

  • Reviewing your financial goals and designing a plan

Credit planning to reach your goals

  • Tips on using credit wisely

Accelerating your goals through investing

  • Prioritizing your savings and investments

 

Featuring our panel of advice experts:

 

Carissa Lucreziano

Vice President

Financial and Investment Advice

Personal and Business Banking

 

Richard Voss

Director

Wealth Strategies

CIBC Private Wealth Management

 

Margaret Van Buggenhout

Senior Director

Lending and Insurance

Advice and Practice Excellence

 

Luc de la Durantaye

Chief Investment Officer and Strategist 

Multi-asset and Currency Management

CIBC Asset Management