Topic to be covered during the 45-min session with a 15-minute Q&A session:<\/p>\n
1. Retirement Planning<\/strong> 2. Investment Planning<\/strong> 3. Risk Management<\/strong> 4. Wills and Estates<\/strong> Facilitator: Kevin Cheung, Tiffany Tam, Joseph Tang Bank of Montreal<\/p>\n Fri, Dec 4<\/p>\n 1-2 pm https:\/\/www.eventbrite.com\/e\/financial-planning-tickets-130033909925<\/a><\/p>\n For more information, contact Ally Ghakkar at ally.ghakkar@ufv.ca<\/a><\/p>\n 12\/04\/2020<\/p>\n","protected":false},"excerpt":{"rendered":" Topic to be covered during the 45-min session with a 15-minute Q&A session: 1. Retirement Planning \u2022 How much money do I need today and in the future? \u2022 How much to save over time? \u2022 Where are my retirement income coming from? i. Work Pension? ii. Government Pensions (CPP & OAS)? \u2022 How much … Read more<\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"generate_page_header":"","footnotes":""},"categories":[3,137,4,12],"tags":[],"class_list":["post-23834","post","type-post","status-publish","format-standard","hentry","category-event","category-hr-notes","category-opportunity","category-calendar"],"_links":{"self":[{"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/posts\/23834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/comments?post=23834"}],"version-history":[{"count":2,"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/posts\/23834\/revisions"}],"predecessor-version":[{"id":23874,"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/posts\/23834\/revisions\/23874"}],"wp:attachment":[{"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/media?parent=23834"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/categories?post=23834"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.ufv.ca\/announce\/wp-json\/wp\/v2\/tags?post=23834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n\u2022 How much money do I need today and in the future?
\n\u2022 How much to save over time?
\n\u2022 Where are my retirement income coming from?
\ni. Work Pension?
\nii. Government Pensions (CPP & OAS)?
\n\u2022 How much taxes do I need to pay?<\/p>\n
\n\u2022 Which types of investments should I utilize?
\n\u2022 What types of accounts (RRSP\/TFSA\/Non-Reg) should I use?
\n\u2022 Investment Returns and Taxation<\/p>\n
\n\u2022 How do you incorporate insurance into your wealth management plan?
\n\u2022 What are the different types of insurance?
\n\u2022 Term VS Permanent?
\n\u2022 Do I need them?<\/p>\n
\n\u2022 What is Estate Planning?
\n\u2022 Why do I need a Will?
\n\u2022 How to tax efficiently pass on assets to the next generations and\/or charitable organizations?
\n\u2022 What is required?<\/p>\n
\nOnline, WebEx<\/p>\n