Financial Workshop Topics

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

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

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• 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

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​What Financial Workshop Topics Would Be Helpful For Married Couple?

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MARRIAGE -  Marital and Pre-Marriage Financial Workshops.

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

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• 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

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Due to specialized expertise in ESTATES ISSUES and ELDER ISSUES

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Here are some important topics for a financial workshop or an estate planning seminar 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

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Church Financial Workshop Series Available in Niagara Region, Peel Region, Halton Region

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• WORKSHOP # 1 - Church Financial Workshop or Seminar Series

  • ​Laying A Biblical Foundation Financial Workshop for Churches - (Promotional VIDEO) 

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• WORKSHOP # 2 - Church Financial Workshop or Seminar Series 

  • ​Getting Out of Debt & Staying Out of Debt Financial Workshop for Churches (Promotional VIDEO)

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• WORKSHOP # 3 - Church Financial Workshop or Seminar Series 

  • ​Savings & Investing Financial Workshop for Churches (Promotional VIDEO)

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• WORKSHOP # 4 - Church Financial Workshop or Seminar Series

  • ​Estate Planning Financial Workshop for Churches (Promotional VIDEO)

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Investment & Savings Workshops

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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.

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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)

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

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- 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

 

​If you would like to book Mark Albert, CEA, EPC as a Speaker, or to do a Financial Workshop or Estate Planning Seminar, please contact Mark at either 416-659-6655 or markalbertpfs@gmail.com.​

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Promotional Videos or Thank you Videos from some past Financial Workshops & Estate Planning Seminars​

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• Promotional Video - OPEN TO THE PUBLIC + Financial Workshop Series (4 Workshops throughout September 2025) - Hosted by Golden Harvest Baptist Church, Stevensville Ontario

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• Thank You Video - ​OPEN TO THE PUBLIC - Financial Workshop in Brampton 

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• Promotional Video - Transitioning Into Retirement Seminar for Seniors -Melo Real Estate Group 

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• Promotional Video - FREE BREAKFAST + Financial Seminar - Ski Chalet - Chinguacousy park Brampton

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• Thank You Video - Financial Workshop in Mississauga / THANK YOU Sarah & Brian for Hosting

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• Thank You Video - Financial Workshop in Brampton / THANK YOU To CRM Canada & Attendees

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• Promotional Video - FREE Financial Empowerment Workshop in BRAMPTON / Expert Panel

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• Thank You Video - LUNCH & LEARN Financial Workshop in Mississauga / THANK YOU Attendees

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• Thank You Video - GREAT Financial Empowerment Workshop In Brampton with RCCG Canada

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• Promotional Video - Chinguacousy Park Ski Chalet in Brampton / FREE BREAKFAST + Financial Seminar

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Benefits of Financial Literacy Workshop ​

Benefits of Financial Literacy in the Workplace

Workplace Financial Education Improves Personal Financial Wellness​

Financial Workshops: Why They Are Essential for Retirement Planning

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Estate Planning Seminars & Financial Workshops are available in the following cities:

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Estate Planning & Financial Workshops available near me in Fort Erie, Ontario

Estate Planning & Financial Workshops available near me in Niagara Falls, Ontario

Estate Planning & Financial Workshops available near me​​ in Port Colborne, Ontario

Estate Planning & Financial Workshops available near me in Wainfleet, Ontario

Estate Planning & Financial Workshops available near me in Grimsby, Ontario

Estate Planning & Financial Workshops near me in Niagara-on-the-Lake, Ontario

Estate Planning & Financial Workshops available near me in St. Catharines, Ontario

Estate Planning & Financial Workshops available near me in Welland, Ontario

Estate Planning & Financial Workshops in near me West Lincoln, Ontario

Estate Planning & Financial Workshops available near me in Pelham, Ontario

Estate Planning & Financial Workshops near me in Thorold, Ontario

Estate Planning & Financial Workshops available near me in Hamilton, Ontario

Estate Planning & Financial Workshops near me in Waterdown, Ontario

Estate Planning & Financial Workshops available near me in Burlington, Ontario

Estate Planning & Financial Workshops near me in Oakville, Ontario

Estate Planning & Financial Workshops near me in Brampton, Ontario 

Estate Planning & Financial Workshops near me in Mississauga, Ontario 

Estate Planning & Financial Workshops in Toronto, Ontario 

Estate Planning & Financial Workshops in Greater Toronto Area 

Estate Planning & Financial Workshops in Barrie, Ontario 

Estate Planning & Financial Workshops in Alliston, Ontario 

Estate Planning & Financial Workshops in Innisfil, Ontario 

Estate Planning & Financial Workshops available near me in Niagara Region 

Estate Planning & Financial Workshops available near me in Halton Region 

Estate Planning & Financial Workshops available near me in Peel Region ​​

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For educational videos, please subscribe to MONEY with MARK ALBERT™ ​​​

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