The Lifestyle Protector Wine & Wealth Conversations with Julie Isaac, AMP
Insights/Lynn Williams In The Media/Podcasts
Please Join Us For a Wine and Wealth Conversation
We encourage clients to take the time to have regular personal wine and wealth evenings to review their personal finances.
Our Wine and Wealth Conversations are taking this idea one step further. We’re opening up our boardroom to invite subject matter experts to talk about different topics that affect your wealth. In our 90 minute sessions, we’ll introduce the topic, ask some thought-provoking questions and then open the floor to your questions. All while enjoying a delicious glass of wine from Okanagan Crush Pad Winery – Home of Haywire & Narrative organic wines.
Our first event is with Julie Isaac, Accredited Mortgage Professional. The government has tightened the mortgage rules. It is not only making it harder for new home buyers to secure financing but also people looking to refinance. Julie will share 5 things you need to know about these new rules and share some cautionary stories about how these changes could impact you.
We’d be delighted if you’d join us for our next event.
About The Event
When: Tuesday, 12th of June 2018
Where: The Lifestyle Protector boardroom, 13th floor, 1111 W Georgia St. Vancouver.
Time: 5:30 pm to 7:00pm.
- 5:30 pm – Meet and Greet
- 5:45 pm to 6:15 pm – Julie Isaac, Accredited Mortgage Broker, will share insights and possible impacts this year’s mortgage changes are having on financing and refinancing your home and property investments
- 6:15 pm to 6:45 pm – Q & A
- 6:45 pm – Final thoughts and Goodbyes
This event is complimentary and open to The Lifestyle Protector clients and their guests. Come on your own or bring a friend, but reserve your spot today (it helps us to know how many to cater for)!
About Our Guest Speaker
Julie Isaac is an experienced and caring accredited mortgage broker. She loves to see her clients prosper and do well both financially and emotionally. Thanks to being extremely detail and results orientated, she is able to find solutions for her client’s overall financial and lifestyle needs. She helps clients meet the challenges ahead on with customized advice backed by her extensive experience. She has been actively advising in the banking and lending industry since 1992 and became an Independent Mortgage Broker in 2010.
The Lifestyle Protector
Lynn Williams, is an entrepreneur, financial planner, investment advisor, speaker, author and mentor in Vancouver. She’s had a successful chartered accountancy career and an award-winning business career. She’s now the owner of The Lifestyle Protector, a family financial planning and wealth management firm she took over from her father almost a decade ago. She’s passionate about sharing her time and talent to help women entrepreneurs and professionals thrive and protect their lifestyle for the rest of their lives.