Search
https://online.tcufinancialgroup.com/
Protect Your Wealth, Secure Your Future
Join us for Part ONE of the Wealth Evolution webinar series and learn how to build a strong financial defense.
In personal finance, just like in sports, a good defense is crucial for a great offence. When you have reliable support protecting your wealth, you can pursue your financial goals with confidence.
Part ONE of our Wealth Evolution series, Wealth Protection, focuses on establishing full-circle family finance supported by insurance. Led by Doug Carroll, resident tax & estate expert with Aviso Wealth Inc., this session will guide you through the essentials of balancing wealth building with dependable wealth protection.
Learn about:
- The connection between your income and long-term wealth.
- The risks that can impact your earning capacity.
- How to protect your family from financial disruption due to disability, critical illness, or death.
- The role insurance plays in ensuring your financial intentions are fulfilled.
Don’t miss this opportunity to lay a secure foundation for your financial future. Register for this free webinar today!
Topic: Wealth Evolution – Part ONE: Wealth Protection
Date: Wednesday, March 4, 2026 (two sessions available)
Speaker: Doug Carroll, Tax & Estate Specialist at Aviso Wealth Inc.
Platform: Zoom
Cost: Free!
Session 2: 12pm PT / 3pm ET - Register here
About the presenter:
Doug Carroll is the Tax & Estate Specialist for Aviso Wealth Inc., a wealth management partner to credit unions across Canada. He previously ran an estate planning law practice and was an advanced case consultant with a life insurer and a mutual fund provider. Doug holds a business degree and a Master of Law specializing in Tax and is qualified as a Certified Financial Planner and a Trust & Estate Practitioner. For over 25 years, he has been supporting financial advisors with written articles, individual case consultations, and educational webcasts.