Personal Finance

Description:

Show me the money. Come and learn about dollars and sense.


Creating Your Retirement Paycheck for Those People 1 - 15 Years From Retirement

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Instructors: Paul Fust, Andrew McGrath

Do you know how much money you need to retire comfortably and remain comfortably retired? Topics include changes to CPP, Pension Income Splitting, TFSA, RRSP, LIRA, RRIF, LIF – what does it all mean? Attend to create the cash flow needed for a worry free retirement!

PF 2 | $15.00 (includes GST)
Grant Park High School - 3
May. 14 | T | 7:00 PM - 8:15 PM
(Completed)

Wills and Estate Preservation - Maintaining Wealth in Retirement

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Instructors: Paul Fust, Andrew McGrath

Learn about the Tax Planned Will, different types of Power of Attorney, Executors and their roles, beneficiary designations, survivorship, non-registered assets vs registered assets, cottage succession planning and insurance uses with respect to estate preservation vs estate equalization. This information will help minimize family disputes at the time of a death.

PF 3 | $15.00 (includes GST)
Grant Park High School - 3
Jun. 12 | W | 7:00 PM - 8:15 PM
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Mortgage and Insurance Options

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Instructors: Paul Fust, Andrew McGrath

Fixed Rate or Variable Rate…which one makes sense? Learn strategies to increase cash flow and eliminate debts. Mortgage Insurance vs Life Insurance…do you know how they differ? Have you considered insuring your financial future while using those same dollars to save for retirement? Come to learn more about return of premiums.

PF 1 | $15.00 (includes GST)
Collège Jeanne Sauvé, Louis Riel School Division - 3
Apr. 16 | T | 7:00 PM - 8:15 PM
(Completed)