Free online webinars

Do you have retirement savings and investments scattered among various financial institutions? Are you lost and overwhelmed with your finances? It's possible to retake control and see the big picture of your finances with less effort. This webinar is 30 minutes long with a 15-minute Q&A.

Join us on Thursday, June 30, 12:00 p.m. ET.

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Are you saddled with money troubles? Are you challenged with knowing what to do and where to start your financial plan? This webinar will focus on the five steps to boost your financial health. Topics include: 

• assessing your situation, 
• creating goals, 
• making a budget, 
• acting on your plan and 
• keeping your finances healthy.

This webinar is for anyone who needs help getting started with a healthy financial outlook. The webinar is 30 minutes long with a 15-minute Q&A.

Join us on Wednesday, July 6, 2022, 6:00 p.m. ET.

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Do you have a will? A will protects your assets and your family. Yet about half of us don’t have a will or a power of attorney. In this informative webinar you will find out: 

• what happens when you die without a will, 
• what a power of attorney is and why we need one,
• how to minimize taxes at death and 
• much more.

This webinar is for anyone who wants to understand how to protect their assets and family as part of their overall financial plan. The webinar is 30 minutes long with a 15-minute Q&A.

Join us on Thursday, September 1, 2022, 9:00 p.m. ET.

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When it comes to money, is your energy focused mostly on your day-to-day finances? That’s okay. But it’s important for you to also build the right financial plan that can help guide you through your financial journey. In this webinar you’ll learn:

• about the importance of having a financial plan,
• how to build a financial roadmap that is right for you, and
• ways to minimize taxes.

This topic is for anyone who needs a financial plan, whether you are just starting out or thinking about retirement. The webinar is 30 minutes long with a 15-minute Q&A.

Join us on Wednesday, October 5, 2022, 12:00 p.m. ET.

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Are you one of the 40% of Canadians having trouble coping with increasing debt? Join us for a look at: 

• the types of debt, 
• the cost of borrowing, 
• understanding your credit rating, and 
• tips for getting out of debt.

This webinar is for anyone who wants to learn how to manage and avoid debt as part of their financial plan. The webinar is 30 minutes long with a 15-minute Q&A.

Join us on Tuesday, October 11, 2022, 3:00 p.m. ET.

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A serious illness can threaten your finances as much as it threatens your health. In this webinar we’ll:

• focus on the link between health and finances, 
• explore the financial impact of serious illness and 
• review health care options for your retirement years.  

This topic is for anyone looking to understand options for protecting themselves and their family from the financial risks of serious illness. The webinar is 30 minutes long with a 15-minute Q&A.

Join us on Tuesday, November 15, 2022, 3:00 p.m. ET.

Register now