Karen Erickson & Kayla Caruana – Financial Literacy


Karen and Kayla are a Mother-Daughter duo Financial Planners who run an award-winning financial planning practice in Kelowna.  They have spoken on financial literacy at a Women in Leadership seminar empowering women to take control of their finances, and Kayla has spoken to the Women in Science & Engineering students at the UBCO.

With a lens on reinforcing confidence, outcomes, and the value of holistic financial advice – this seminar covers five key topics that matter to women: wealth creation; retirement optimization; estate planning; business success; and charitable giving.

THIS WORKSHOP IS LIVE June 10th 6:00-7:00pm PDT.  Zoom webinar link will be sent to you before workshop begins. The workshop is recorded and sent out to attendees following the workshop.

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