Information Sessions

If you are interested in attending any of the sessions below or have any questions, please express interest by completing the subscribe & learn form (click here

Retirement Planning

  • How much money will you need so you don’t outlive your savings?
  • How can you balance growth, safety & income?
  • What will you do during retirement?
  • Do you intend to pass your savings to your family?

Retirement Income Planning

  • What lifestyle do you want to support?
  • Sources of retirement income
  • Asset Withdrawal Order
  • Pension Income Splitting

Estate Planning

  • Common element of an estate plan
  • Deciding how you want to pass your legacy
  • Determining who to entrust this to
  • Getting things in order
  • Emotional preparedness
  • Expectation setting

Estate Planning Using Insurance

  • Estate Planning Myths
  • Estate Creation vs. Preservation
  • What Can Insurance Do For You?
  • Qualifying For Life Insurance
  • Life Insurance Coverage Overview
  • Estate Creation vs. Preservation Using Life Insurance

Strategies to Pay less Tax during Retirement

  • Registered Plans
  • Asset withdrawal order
  • Minimum RRIF withdrawal planning
  • CPP/QPP sharing
  • Tax-preferred investment income
  • Pension income splitting
  • Spousal loans

Healthy, Wealthy & Wise (for women)

  • Why should you invest?
  • Financial challenges unique to women
  • Challenges and solutions for every life stage
  • Wealth management solutions
  • Basic Investing Principles

Making the most of your Tax Free Savings Account ( TFSA)

  • What is a TFSA?
  • Difference between RRSP, TFSA & non-Registered
  • How contribution accumulate
  • How a TFSA fits into the overall Financial Plan
  • Income splitting with a TFSA
  • How a TFSA fits into your Estate Plan

Investing 101 & 201

  • Basic Investment principles
  • Investing and you
  • Investment choices
  • What you can own
  • Where you can own it

 

Coffee, Conversation & Contingency Planning

Jun 22, 2021 09:00 AM Pacific Daylight Time - Jun 22, 2021 09:30 AM Pacific Daylight Time
Online Event Only Surrey, BC

Now more than ever, we are reminded that “stuff” happens...

Whether it be sickness, death, divorce, disability or disruption, it is important to have our affairs in order to protect both for ourselves as well as our loved ones.  Please grab a coffee and join us for a 30 minute conversation where we discuss some tips to better prepare ourselves for the unexpected while also discussing the consequences of not having a good estate plan in place.
 
Topics include:
  • Wills, POA and healthcare representation basics

  • Naming an executor and the role of an executor

  • Beneficiaries & contingent beneficiaries

  • Blended family considerations

RSVP

There are no events to show

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Coffee, Conversation & Contingency Planning

Jun 22, 2021 09:00 AM Pacific Daylight Time - Jun 22, 2021 09:30 AM Pacific Daylight Time
Online Event Only Surrey, BC

Now more than ever, we are reminded that “stuff” happens...

Whether it be sickness, death, divorce, disability or disruption, it is important to have our affairs in order to protect both for ourselves as well as our loved ones.  Please grab a coffee and join us for a 30 minute conversation where we discuss some tips to better prepare ourselves for the unexpected while also discussing the consequences of not having a good estate plan in place.
 
Topics include:
  • Wills, POA and healthcare representation basics

  • Naming an executor and the role of an executor

  • Beneficiaries & contingent beneficiaries

  • Blended family considerations

RSVP

There are no events to show