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

Date & Time: April 25, 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 April 24, 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 April 24, 2024 by 11:59 PM PDT

See Privacy & Confidentiality Protocol Here

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Edmonton Board Opportunities

Economic & Financial Planning | Economic Planning Board
Region:
Edmonton
Published Date:
Thursday, March 28, 2024

For the week of March 29, see open positions with the following employers on the Edmonton Board Opportunities, featuring opportunities in a number of Edmonton and area organizations, with varying levels of education and experience required.

Evaluation Form - Computer Resource Center 2024

Please evaluate the session for its quality and usefulness. Your suggestions and comments will help us in planning future events. Thank you in advance for your cooperation! 

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Choose relevant questions, if any, and tailor the questions based on the objectives of your program/event.
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Microsoft Excel Advanced with Pivot Tables

Date and Time: Tuesday & Thursday May 7 and 9, 2024 from 8:00 PM to 10:30PM EST

Location: Virtual Online Via Zoom (Link will be provided to registered Students)

Cost: $10.00 Per Course

Please register and pay online below

Payment Instructions:

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Your registration will only be validated after you complete the PayPal process and PayPal has sent a payment confirmation to your e-mail address.

This process will take between 1-3 minutes to complete.  

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Microsoft Excel Advanced with Pivot Tables

Learning & Development | Economic Planning Board
Region:
Canada
Start Date:
Tuesday, May 7, 2024
Start Time:
8:00 PM ET
End Date:
Thursday, May 9, 2024
End Time:
10:30 PM ET

Registration for the Virtual Computer Class focused on Microsoft Excel Advanced with Pivot Tables is now available and the cost is $10 per course.

Registration is required; the link to the online class will be provided to registered participants.

This class runs on both Tuesday & Thursday May 7 and 9, 2024 from 8:00 PM to 10:30PM EST

Ethical Wealth Transfer and Inheritance Planning

Economic & Financial Planning | Economic Planning Board
Region:
Southwest Ontario
Start Date:
Friday, April 5, 2024
Start Time:
After Jamati Ceremonies
Location:
Arbour Vista Public School: 200 McCann Street, Guelph, ON N1G 0C5

Join us on Friday, April 5 after Jamati ceremonies for an insightful seminar on Ethical Wealth Transfer and Inheritance Planning / Intergenerational Wealth presented by Gulzar Ladhani. We will delve into strategies for effectively transferring wealth across generations in ways that are consistent with the values of our tradition.

From navigating complex legal frameworks to crafting tailored estate plans, our expert speaker will provide invaluable insights to help you safeguard your legacy, but with a commitment to treating people fairly and with respect. Don't miss this opportunity to empower yourself with the knowledge and tools necessary to protect your loved ones and grow your wealth for generations to come.

In-Person Tax Clinics | Southwest Ontario

Economic & Financial Planning | Economic Planning Board
Region:
Southwest Ontario
Published Date:
Wednesday, March 20, 2024

In-person tax clinic sessions are back for the 2023 Canada tax filing season. Facilitated through the Canada Revenue Agency's Community Volunteer Income Tax Program, individuals with a modest income, new comers, seniors and those with a simple tax situation, can get assistance on their tax returns.

If you qualify, please fill out the Tax Clinic Intake Form.

For more information, please visit the Economic & Financial Planning News Section.

Southwest Ontario Tax Clinics

  • Kitchener Headquarters Jamatkhana | Saturday, March 30 (12pm-5pm)
  • Mississauga Jamatkhana | Sunday, April 14 (2pm-5:30pm)

 

How Much Do I Need to Save for Retirement?

Economic & Financial Planning | Economic Planning Board
Region:
Canada
Date:
Saturday, March 30, 2024
Start Time:
1:00 PM ET
End Time:
2:30 PM ET
Have you ever asked yourself how much money you will need to retire comfortably?
 
Finance and Accounting Professional Alliance of Ontario is proud to present a virtual Zoom webinar on Financial Planning for Retirement on Saturday, March 30 at 1pm EST. The webinar will be presented by Karim Halani, a Senior Wealth Advisor with Peak Horizon Wealth of Raymond James Ltd. The webinar will focus on answering this question, as well as saving strategies, income sources during retirement and tax implications.