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Women in wealth series

Estate Planning for Women with Wealth

Aug 08, 2023 04:30 PM Pacific Daylight Time - Aug 08, 2023 05:45 PM Pacific Daylight Time
Whilloughby RBC Bank Branch, 20678 Willoughby Town Centre Drive, Langley, BC

Now more than ever, women are earning more, taking higher power positions, starting more businesses and controlling more of the global wealth. As the future is set to be transformative for women’s wealth, it is so important for women to have access to resources and information to ensure they feel confident and informed as they invest in themselves and take control of their wealth. 

Topics covered:

  • Wills and Power of Attorneys 
  • Testamentary trusts for asset protection 
  • Planning for blended families 
  • Choice of executor 

Women in Wealth series

Strategies for women business owners

Jul 11, 2023 04:30 PM Pacific Daylight Time - Jul 11, 2023 05:45 PM Pacific Daylight Time
Whilloughby RBC Bank Branch, 20678 Willoughby Town Centre Drive, Langley, BC

Now more than ever, women are earning more, taking higher power positions, starting more businesses and controlling more of the global wealth. As the future is set to be transformative for women’s wealth, it is so important for women to have access to resources and information to ensure they feel confident and informed as they invest in themselves and take control of their wealth. 

Topics covered:

  • Tax minimization strategies 
  • Surplus cash in the business 
  • Risk management for business owners 
  • Employee loyalty 
  • Succession planning 

Women in Wealth series

Financial planning for women investors

Jun 13, 2023 04:30 PM Pacific Daylight Time - Jun 13, 2023 05:45 PM Pacific Daylight Time
Whilloughby RBC Bank Branch, 20678 Willoughby Town Centre Drive, Langley, BC

Now more than ever, women are earning more, taking higher power positions, starting more businesses and controlling more of the global wealth. As the future is set to be transformative for women’s wealth, it is so important for women to have access to resources and information to ensure they feel confident and informed as they invest in themselves and take control of their wealth. 

Topics covered:

  • Budgeting: fixed vs discretionary expenses 
  • Income and cash flow planning 
  • Minimizing taxes 
  • Preparing a financial plan to meet your goals 

Women in Wealth series

Financial literacy for women investors

May 16, 2023 04:30 PM Pacific Daylight Time - May 16, 2023 05:45 PM Pacific Daylight Time
Whilloughby RBC Bank Branch, 20678 Willoughby Town Centre Drive, Langley, BC

Now more than ever, women are earning more, taking higher power positions, starting more businesses and controlling more of the global wealth. As the future is set to be transformative for women’s wealth, it is so important for women to have access to resources and information to ensure they feel confident and informed as they invest in themselves and take control of their wealth. 

Topics covered:

  • Types of investment accounts 
  • Types of investments: stocks, bonds, funds 
  • Investment Risk 
  • What type of Investor are you? 
  • The value of working with a financial/investment advisor