Webinar | Bringing Balance to Your Budget
Creating and maintaining a budget is one of the most effective ways to achieve long-term financial success, especially during periods of rising costs and economic uncertainty. This session explores the fundamentals of budgeting, including how to track income and expenses, understand the four uses of cash, and develop practical strategies for managing and reducing debt. Participants will learn how a well-structured budget can support financial goals, improve day-to-day money management, and build resilience against unexpected expenses. The session also provides guidance on effectively using credit and implementing debt repayment strategies to strengthen overall financial well-being.
Join the Edmonton Branch for this event.
For any questions about this event, please contact [email protected].
About the presenters
Annie Tse runs her own practice with Edward Jones, where she works primarily with professionals, business owners, and their families to help them build, protect, and transfer wealth with confidence. Fluent in both English and Mandarin, Annie strives to make financial advice accessible and meaningful for a diverse range of clients.
Prior to joining the financial industry, Annie worked in education, which fostered my passion for helping people understand complex topics and make informed decisions. Today, she help clients navigate retirement, estate planning, wealth preservation, and business succession planning.
Joshua Tse, CEA, runs his own practice with Edward Jones, where he works primarily with professionals and business owners to help them make confident financial decisions and achieve what matters most to them.
Since entering the financial industry in 2016, Josh has had the opportunity to help individuals, families, and business owners navigate a wide range of financial situations. Through those experiences, he developed a deep appreciation for how impactful the right advice can be and how important it is to have a trusted partner during major life and financial decisions. What Josh values most about this work is the ability to see the impact it has on people's lives.
This event applies to the following Work Readiness Program skill area:
