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Microsoft Office 365 SharePoint, One Drive, Teams & OneNote

Learning & Development | Economic Planning Board
Region:
Canada
Start Date:
Tuesday, June 25, 2024
Start Time:
8:00 PM ET
End Date:
Wednesday, June 26, 2024
End Time:
10:30 PM ET

Registration for the Microsoft Office 365 SharePoint, One Drive, Teams & OneNote course is now available and the cost is $10 per course.

Registration is required; the course outline can be found here.

This class runs on Tuesday, June 25, 2024 and Wednesday, June 26, 2024 from 8:00 PM to 10:30 PM EST

Introduction to Wills and Estate Planning

Economic & Financial Planning | Economic Planning Board
Region:
Toronto
Start Date:
Friday, May 31, 2024
Start Time:
After Jamati Ceremonies
Location:
East York Jamatkhana

Join us on Friday, May 31 for an Introduction to Wills and Estate Planning at East York Jamatkhana after Jamati ceremonies. The session will be led by Salima Virani, barrister and solicitor.

Register now. 

Retirement Planning and Readiness for your Golden Years

Economic & Financial Planning | Economic Planning Board
Region:
Prairies
Start Date:
Wednesday, May 22, 2024
Start Time:
11 AM

Are you or your family members a recent or seasoned retiree curious about maximizing your retirement income? Join our engaging seminar where we delve into the intricacies of retirement planning. Whether you’re well-versed in retirement strategies or need a refresher, this event is tailored just for you.

Don’t miss this opportunity to fine-tune your retirement plan and secure your financial peace of mind on Wednesday May 22 at South Jamatkhana from 11am to 2pm Tickets ($12) must be purchased in advance to accommodate for lunch. 

What to Expect:

  • Insightful Exploration: Discover a wealth of retirement-related information.
  • Electronic Resources: Access PDF files with links to private and government resources.
  • Government Benefits: Uncover the qualifications and benefits of CPP, OAS, and GIS.
  • Private Pension Plans: Understand the differences and merits of Defined Benefit and Defined Contribution plans.
  • Smart Savings Vehicles: Learn about RRSPs and TFSA accounts.
  • Income Strategies: Explore conversion to RRIFs and income annuities.

Contact:

Azim Jivraj (South) - 403-616-5365

Leila Ladha (Westwinds) - 403-630-0436

Nilo Punja (Headquarters) - 403-512-0675

Sheni Dossa (Northwest) - 403-978-6044

Nizar Bhaloo (Westwinds) - 403-390-6606

Pyarali Dewji (Franklin) - 403-248-5291

Email for general inquires.

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About the Speaker:

Salim Mohamed has been an avid volunteer with the Economic Planning Board over the last few years, delivering similar retirement planning sessions across the country. This session is a condensed version of sessions generally offered where attendees conduct retirement plannign and income projecting scenarios in-class.

 

Future proofing your family: Navigating the Essentials of Inter-Generational Wealth Preservation (IGWP)

Date & Time: May 23, 2024 from 8:30 pm to 10:00 pm EDT (5:30 pm to 7 pm PDT), includes a Q&A period

Where: on Zoom! We will send out the link once you register and after this form closes on May 22, 2024 at 11:59 PM EDT

If you want to learn more, please click here. If you have any questions, please email us.

Key Objectives:
At the end of this workshop, participants will have:
  1. Examine your family’s unique situation through the lens of your values for building your wealth preservation plan, incorporating ethics, history, contribution, and legacy
  2. Learn frameworks and best practices to begin to design your family’s wealth preservation journey and plan
  3. Leverage resources to ensure success of your plan

 

Who should attend (Criteria):

  1. Business and non-business families
  2. Families starting out on the Inter-Generational Wealth Preservation journey
  3. Families who may have started but want cultural and faith perspectives

 

Next steps

  • Complete the Application Form below PRIOR to May 22, 2024 by 11:59 PM PDT

See Privacy & Confidentiality Protocol Here

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Future-proofing Your Family: Navigating the Essentials of Inter-Generational Wealth Preservation

Economic & Financial Planning | Economic Planning Board
Region:
Canada
Date:
Thursday, May 23, 2024
Time:
5:30pm PT | 8:30pm ET
Location:
Webinar

Planning to preserve your wealth for your family’s future is of paramount importance. This webinar will provide you the framework and process - informed by the Inter-Generational Wealth Preservation Roadmap - to help you, as a starting point to develop your family’s intergenerational wealth preservation plan.

Join the webinar on Thursday, May 23 at 5:30pm PT│6:30pm MT | 8:30pm ET and includes a Q&A period.

Have you thought about some of these questions recently?

  • What is wealth and what is the purpose of wealth?
  • What are some best practices of families navigating their Wealth Preservation journey?
  • How do you plan to protect the quality of life of your loved ones in case of a life-changing event?
  • Have you identified gaps in your knowledge in relation to IGWP?
  • How do you start this journey?

Objectives

In this 90-minute webinar, you will learn to:

  • Examine your family’s unique situation through the lens of your values for building your wealth preservation plan, incorporating ethics, history, contribution, and legacy;
  • Learn frameworks and best practices to begin to design your family’s wealth preservation journey and plan;
  • Leverage resources to ensure the success of your plan.

Learn more or email us if you have any questions.