Workshops and webinars
Whether you’re shopping around for your first mortgage, or have questions about saving for retirement, Educators Financial Group offers workshops and webinars on a wide range of topics for education members at every age and stage in life.
Educators Financial Group webinars
Estate Planning Basics: Protecting What Matters Most
Date: October 16, 2025 Time: 4:30 – 5:45 pm
Learn the fundamentals of estate planning and how to ensure your wishes are carried out. This session will cover essential documents, key decisions to consider, and practical steps to help protect your loved ones and your assets.
Advanced Estate Planning: Strategies for Wealth Transfer & Legacy Building
Date: October 27, 2025 Time: 4:30 – 5:45 pm
Take your estate planning knowledge further with a focus on advanced strategies for managing and transferring wealth. This session explores tax considerations, trusts, and tools for building a lasting legacy while maximizing financial efficiency.
Joint workshops and webinars with OTIP
Walk into Retirement with a Plan
Educators Financial Group & OTIP joint workshops and webinars 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.
| September 9, 2025 | 4:30 PM | French | Online Webinar |
| September 10, 2025 | 4:30 PM | English | Online Webinar |
| September 17, 2025 | 4:30 PM | English | Online Webinar |
| September 30, 2025 | 4:30 PM | French | Online Webinar |
| October 6, 2025 | 4:30 PM | English | Chapleau |
| October 7, 2025 | 4:30 PM | English | Sault Ste. Marie |
| October 8, 2025 | 4:30 PM | English | Little Current |
| October 9, 2025 | 4:30 PM | English | Blind River |
View full schedule and register
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.
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.
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.
