Date: December 10, 2025
Time: 12:00 pm – 1:00 pm (Atlantic Standard Time)
Location: Microsoft Teams Webinar
Speaker Name: Mitch Moran & Alexandra Johnson
This webinar offers a focused exploration of essential financial concepts designed to enhance participants’ confidence in managing their personal finances. Through expert insights and practical guidance, attendees will gain a deeper understanding of saving strategies, investment fundamentals, and effective financial planning. The session emphasizes informed decision-making, long-term stability, and the development of strong financial literacy skills to support both personal and professional growth.
Webinar Schedule:
12:00 PM – 12:05 PM: Welcome and Introduction
12:05 PM – 12:50 PM: Presentation by the speakers
12:50 PM – 12:55 PM: Q&A Session
12:55 PM – 1:00 PM: Closing Remarks
Event Objectives:
- To provide participants with additional insights on key financial topics such as how to save, savings and investment vehicles, types of investments and asset classes, and types of income from investments.
- To strengthen participants’ understanding of the importance of financial health and literacy in making confident financial decisions.
- To equip participants with knowledge, tools, and advice that support better money management and long-term financial well-being.
- To encourage awareness of financial planning as an essential skill for achieving stability and growth.
Key Takeaways Include:
1. Learn how to save and make informed financial decisions about money.
2. Understand different savings and investment vehicles and how they can help build wealth.
3. Explore types of investments and asset classes and their roles in financial planning.
4. Gain insights into types of income from investments and how to manage them effectively.
5. Strengthen financial literacy to support personal and professional financial health.
These sessions are FREE to Engineers Nova Scotia Registrants (P.Eng., EIT, and Student Registrants). Attendees will enhance their professional growth and earn (1) Professional Development Hour (PDH) under the Communication & Leadership Learning towards the Engineers Nova Scotia CPD program.
Online registration will close at noon on December 8. After that time, please reach out to [email protected] to register for the session. Registrants will receive a reminder email two days prior to the event with the link to access the webinar.
Speaker Bios:
Alexandra Johnson:
Alex is a Financial Planner supporting the Clayton Park branch in Halifax. With over a decade of experience in the financial services industry, she's held various roles in Branch Banking ranging from Teller to Branch Manager, along with experience with TD Insurance and MBNA credit cards. Alex's mission as a Financial Planner is to make a meaningful impact on people's lives by building personalized, collaborative financial plans that evolve with their goals and last through generations. With a proactive approach and deep expertise in the financial services industry, she empowers clients to take control of their financial futures with confidence and clarity.
Mitch Moran, PFP®, CFP®:
Mitch is partnered with the TD banking centers located in downtown Halifax (Spring Garden Rd and Barrington St). He is a financial planner with over 7 years of combined experience in the financial services industry including areas such as: financial data reconciliation, personal banking, and financial planning. He is passionately committed to providing his clients with comprehensive and personalized wealth plans that focus on building net worth, tax efficient strategies, protecting what matters (risk management & general insurance), and leaving a legacy. When Mitch isn't financial planning with clients, he enjoys watching the Blue Jays win baseball games, spending down time with family, and running/training.