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Educators Financial Group webinars

Retirement and Estate Planning Webinar

Date & Time: April 3, 2024 | 5:00PM EST

Having a solid plan in place during illness, or after you’re gone, is the best gift you can leave behind for your family. In this webinar, you’ll learn about which documents you’ll need to protect your assets, and ensure health care and final wishes are carried out.

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Unlocking Financial Potential: Strategies for Bill 124 Settlement Webinar Series

Explore potential impacts of the Bill 124 remedy settlement on your compensation in our informative webinar. Gain a comprehensive understanding of the implications of this legislation, including important tax and pension considerations. We’ll equip you with valuable insights and strategies to help you navigate this financial landscape effectively.

Date & Time: April 22, 2024 | 5:00PM EST

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Date & Time: May 6, 2024 | 4:30PM EST

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Date & Time: May 22, 2024 | 4:30PM EST

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Date & Time: June 3, 2024 | 5:00PM EST

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Joint webinars with OTIP

Walk into Retirement with a Plan/Avancer vers la retraite avec un plan

Educators Financial Group & OTIP joint webinars and workshops focus specifically on pension/retirement planning and retirement benefits and insurance. Whether members are 15 years from retirement or six months away, they’ll discover financial strategies and retirement planning ideas.

Register for our upcoming in-person workshops and webinars, reserve your spot today: https://otip.my.salesforce-sites.com/wrpen/.

Date Type City Venue
April 1, 2024 4:30 PM Webinar Virtual Online Webinar
April 2, 2024 4:30 PM French Webinar Virtual Online Webinar
April 8, 2024 4:30 PM Webinar Virtual Online Webinar
April 8, 2024 4:30 PM French Webinar Virtual Online Webinar
April 20, 2024 4:30 PM Webinar Virtual Online Webinar
April 22, 2024 4:30 PM Webinar Virtual Online Webinar
April 29, 2024 4:30 PM Webinar Virtual Online Webinar

On demand webinars

Walk into Retirement with a Plan

Do you think you will have enough savings to live the kind of retirement lifestyle you want? In this webinar, available to watch at anytime, we’ll shed some light on what your finances could look like in retirement, in order to uncover potential income gaps, and then propose solutions to fill them in.

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Tax-Free First Home Savings Account 101

The Canadian Government has introduced the Tax-Free First Home Savings Account (FHSA). This gives first-time home buyers the ability to save funds towards a home purchase on a tax-free basis by combining attributes of both a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA). Watch this session to find out all the ins and outs of this new account, and how to best utilize it to help reach your home ownership goals. Mortgage Brokerage 12185.

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Avancer vers la retraite avec un plan

Avez-vous suffisamment d’épargnes pour maintenir le niveau de vie que vous désirez pendant la retraite? Dans ce séminaire à la demande, nous allons vous aider à visualiser a quoi ressemblera vos finances pendant la retraite, pour identifier les lacunes et proposer des solutions pour les combler.

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