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)