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WEBINAR - Mid-career for Ontario Residents February 18, 2025

1. Estate Planning: 
Presented by a lawyer (Common Law).


This module includes all aspects of Estate planning:

  • Legal Status
  • Family and Marital Status, Matrimonial Regimes
  • Powers of attorney and Personal Directives
  • Intestacy, Wills and Codicils, Executor and Trusts
  • Probate and Taxes
  • Real Estate

2. Financial Planning:

This module deals with various topics related to financial planning.
  • Why and how to plan?
  • Sources of retirement income (Employer private pension plan, public plans: CPP, OAS and personal savings)
  • Investments and tax strategies (RRSP, TFSA, LLP, HBP, RDSP, RESP)
  • Life insurance and health insurance
  • Taxes (investment income, Exemption, Donation credit, Medical and Education expenses)
  • Pay your mortgage or save (food for thought/tools)

Employees or workers who are between the ages of 35 and 49 at the time of registration

WEBINAR - Mid-career for Ontario Residents  (webinar +) (February 18, 2025) thumbnail
$200.00
SOLD OUT
  • Media : Webinar +
  • Duration : 6 h
  • spot(s) left : 40
  • Schedule : February 18, 2025
    ( 06:00 PM → 09:00 PM )
    February 20, 2025
    ( 06:00 PM → 09:00 PM )

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