- How to design your life-after-work (“retirement”)
- How to create purpose in that last chapter of your life
- How to use that purpose to create a retirement income plan that actually works
Additional Resources
Speakers
Julia Chung – Co-Founder & CEO, Admin Slayer & Spring Planning
Julia founded JYC Financial in 2011. In 2017, she & her partner Krysten Merriman merged the practice with that of Sandi Martin, co-founding Spring Plans, a financial planning firm offering advice-only personal finance services. Today it boasts a robust team of financial experts and professional support staff. The Spring team also created the Advice Only Financial Planners’ forum, a knowledge sharing & collaboration network, which is now part of the Financial Planning Association of Canada.
Julia co-authored the ebooks “Women & Money”, “The Art of Delegation”, and “The Entrepreneur’s Survival Guide” with her partners at Spring and Admin Slayer. She has held the role of Business Editor for Gazette & PowHerHouse magazines. She is a Board Director for Family Enterprise Canada, Vice President of & Board Director for the Financial Planning Association of Canada, a mentor through several organizations, and a volunteer with Junior Achievement BC, a financial literacy program for children.
Julia’s unique ability is “Manifesting the Improbable”. She relishes challenge, and is especially excited by opportunities that start with someone saying, “You can’t do that.”
Sue-May Talbot – Portfolio Manager, Partner
As a portfolio manager, I work with individuals and families to help create impactful portfolios that align with their values while serving their goals, such as saving for the future or making the most out of retirement. My collaborative and solutions-driven approach has helped me to create strong client partnerships.
As Genus’ first hire in 1989, I have extensive experience and knowledge to meet my clients’ needs. I am proud to contribute to an organization that continues to innovate and has become a leader in sustainable investments. My own personal values include honesty, integrity and inclusion.
I am a total gym rat. I believe that exercise is so important for mental and physical health. I look forward every year to our family vacations with my husband and two boys.
