October 18th, 2014
Canadian MoneySaver Events
Upcoming Canadian MoneySaver activities are described here. The only activities listed are those attended by Peter Hodson and other MoneySaver staff. MoneySaver does not make transcripts, reports or videos available for any of its conferences. Please call (519-772-7632) or e-mail Canadian MoneySaverfor further information.
Past Canadian MoneySaver Events - View the wide range of conferences and other special events hosted by Canadian MoneySaver. Our future events are listed below.
October 4, 2014
Colin Ritchie, BA.H, LL.B, CFP, CLU, FMA,
for an informative webinar on
Estate and Will Planning
When: October 4, 2014
Time: 1pm EST or 10 am Pacific
More about Colin: http://colinsritchie.com
As our situations, values and priorities can differ wildly, estate planning really isn’t a one-size-fits-all solution. This seminar is designed to help you understand the following estate planning-related issues:
- How Income Tax is calculated at death and some tax-saving opportunities.
- Probate Fees and some ways they can be avoided or minimized.
- Estate-Planning for Blended Families.
- Using Trusts to Protect Heirs and For Tax Savings (Despite The Changes in How Trusts are Taxed.)
- Components to a Superior Will.
Shelley Johnston and Ian Burns from The Pension Specialists
"Putting it All Together for a Worry Free Retirement"
Presentation Time: 9am - 10am
John De Goey
Presentation Time: 11am - 12am
Speaking Time: 12:45pm - 1:30pm
Building a retirement income plan that works. Inflation takes away half your money every 20 years; and unlike our grandparents, most of us will live through 30 years of retirement. There are no shortage of challenges - you will need to construct a budget that works, you might have to trim spending, and your investment strategy has to deal with both providing income and fighting inflation.
Speaking Time: 1:30pm - 2:15pm
Failure of insurance companies to honour claims for illness and injury during travel can cost Canadians millions annually. But there are solutions and Bruce Cappon’s presentation shows exactly what these are. Solutions for travel insurance public policy, as presented by him to the Canadian Council 0f Insurance Regulators. And solutions for individuals who wish to identify the best and most reliable companies and polices for whenever they travel abroad. Bruce will explain how you and your clients, family and friends may travel in financial security, while limiting risk and financial affliction”
Speaking Time: 2:15pm - 3:00pm
"Beat the TSX"
October 25, 26, 2014
Join Canadian MoneySaver at the Zoomer Show!
Come and meet Peter Hodson and Ryan Modesto!
When: October 25th and 26th.
Where: Direct Energy Center, Toronto, ON
Click Here for Your Free Tickets!