Financial Workshop Topics

Estate Planning Workshops for Seniors or Pre-Seniors or Pre-Retirees.

SENIORS - Here are some key estate planning topics covered for a seniors financial workshop:

Aging, Social, and Health Issues
Reviewing and Updating Wills / Powers of Attorney (POAs)
The Role of the Executor (Estate Trustee)
Understanding & Minimizing Probate Fees and Taxes
Beneficiary Designations
Joint Ownership
Wealth Preservation
Tax Efficient Transfer of Wealth
Government Programs for Seniors
Discussion of Trusts (Basic Overview)
End-of-Life Wishes and Funeral Planning
Charitable Giving and Legacy Planning

What Financial Workshop Topics Would Be Helpful For Married Couple?

MARRIAGE - Marital and Pre-Marriage Financial Workshops.

Here are some important topics for a financial workshop specifically for Married people and soon to be Married:

Shared Financial Goals
Joint Budgeting and Cash Flow Management
Debt Management as a Couple
Investment Strategies and Risk Tolerance
Insurance Needs for Couples
Estate Planning for Spouses
Financial Communication and Conflict Resolution
Managing Taxes as a Couple
Preparing for Major Life Transitions (Together)
Financial Infidelity and Transparency

Due to specialized expertise in ESTATES ISSUES and ELDER ISSUES

Here are some important topics for a financial workshop specifically geared towards elders, delivered by Mark Albert, CEA, EPC where he leverages his expertise from his Certified Executor Advisor designations, as well as his Elder Planning Counselor designation:

Understanding and Planning for Long-Term Care
Optimizing Retirement Income Longevity
Estate Administration and Executor Support
Reviewing and Updating Estate Documents
Tax Efficiency in Later Life and Estate Transfer
Minimizing Probate Fees and Taxes
Planning for Incapacity and Vulnerability
Legacy Planning and Charitable Giving
Digital Estate Management
Funeral and End-of-Life Planning

Investment & Savings Workshops

Also, being that we live in Canada, investment types are broadly categorized by the type of account they are held in, which determines their tax treatment, and the type of underlying investment product within those accounts. The tax strategies around using these type of investments properly within your overall financial strategy can be incorporated within a workshop session or can be included as a separate “Investment Workshop”. These accounts are "registered" with the Canada Revenue Agency (CRA) and offer specific tax benefits, primarily tax-deferred growth, tax-free growth, or tax-deductible contributions, depending on the account type. There are often contribution limits and specific rules for withdrawals.

Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA), First Home Savings Account (FHSA), Registered Education Savings Plan (RESP), Registered Retirement Income Fund (RRIF), Locked-In Retirement Account (LIRA), Life Income Fund (LIF), Registered Disability Savings Plan (RDSP)

Benefits of allowing Mark Albert, CEA, EPC to assist you with one of his Financial Wellness Workshops:

- Attendees learn important financial concepts that they can apply in their personal finances right away.

- Attendees have the option to receive a free comprehensive financial strategy that is confidential and customized to their unique situation helping them to get on the right financial track.

- Attendees will receive financial education that is made simple in a fun and open environment.

- Free prizes and giveaways