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Educators Financial Group webinars

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 16, 2024 4:30 PM English Online Webinar
September 21, 2024 10:00 AM English Online Webinar
September 30, 2024 4:30 PM English Online Webinar
October 1, 2024 4:30 PM English Sioux Lookout
October 2, 2024 4:30 PM English Fort Frances
October 3, 2024 4:30 PM English Kenora
October 5, 2024 10:00 AM English Online Webinar
October 7, 2024 4:30 PM English Online Webinar
October 7, 2024 4:30 PM English North Bay
October 8, 2024 4:30 PM English Sudbury

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.

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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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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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