Goal Setting & Investing 101
Practical strategies for saving, investing, and planning for the future
Turn Today's Goals into Tomorrow's Opportunities
Join Cascadia Credit Union in partnership with Beem Wealth & Planning and Aviso Wealth, for a complimentary seminar packed with practical insights to help you save smarter, invest with confidence, and turn your financial goals into a plan.
Enjoy complimentary appetizers and refreshments, plus a chance to win a $200 gift card from a local business.
Choose your seminar location
Join us for an engaging evening of financial insights, practical advice, and conversation in one of three locations near you:
What you’ll learn
- Goal-setting strategies that work
- Retirement planning basics
- Investing 101, without the jargon
- Getting the most from registered savings accounts (including tax benefits)
- Common financial planning mistakes and how to avoid them
Goal Setting & Investing 101
Revelstoke
Join us at the Coast Hillcrest Hotel for a practical seminar on setting financial goals and getting started with investing.
- September 23, 2026
- 5:30 p.m. to 6:30 p.m.
- Coast Hillcrest Hotel - 2100 Oak Drive, Revelstoke, BC
- Attendees may enter to win a $200 gift card for 112 Restaurant & Lounge
Goal Setting & Investing 101
Osoyoos
Join us at the Osoyoos Golf Club for a practical seminar on setting financial goals and getting started with investing.
- October 8, 2026
- 5:30 p.m. to 6:30 p.m.
- Osoyoos Golf Club - 12300 Golf Course Dr
- Attendees may enter to win a $200 gift card for Osoyoos Golf Club
Goal Setting & Investing 101
Summerland
Join us at the George Ryga Arts and Cultural Centre for a practical seminar on setting financial goals and getting started with investing.
- October 29, 2026
- 5:30 p.m. to 6:30 p.m.
- George Ryga Arts and Cultural Centre - 2nd Floor, 9525 Wharton St, Summerland, BC
- Attendees may enter to win a $200 gift card for Zias Stonehouse Restaurant
Ready to get started?
Seats are limited. Register today to reserve your spot.
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Why attend
Whether you're planning for retirement, looking to move into your dream home, funding education, or simply looking to make smarter financial decisions, you'll walk away with practical ideas you can put to work right away.
Plus, enjoy complimentary appetizers and refreshments with a chance to win a $200 gift card to a local business.
Meet Our Team
Meet your Speakers
Shawn Vereb | CFP® CIM BA
Investment Advisor Beem Wealth & Planning Aviso Wealth
Gwen Davidson | CFP® BBA
Wealth Specialist Beem Wealth & Planning Aviso Wealth
Ethan Williams | CFP® BCOM
Investment Specialist Beem Wealth & Planning Aviso Wealth
Presented in partnership by Cascadia Credit Union and Beem Wealth & Planning.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
