Financial Wellbeing Series

Financial Planning 101

Get ready. Get set. GO!

Wednesday, March 9, 2022:  10:00am – 11:00am

Many of us know we can do better in planning our finances but only a few know where to start. Whether you use a financial planner or not, understanding the basics of financial planning is important to ensure you're on the right track.

While the task of getting started may seem daunting, it doesn't have to be. All you need is some motivation, determination and elbow grease. Your time spent today will pay dividends in the future.

After completing this module, you will be able to:

1. Understand & apply the key elements of financial planning
2. Protect what you have
3. Avoid high interest
4. Pay yourself first
5. Understand the importance of selecting where and how you invest
6. Learn the importance of having a current and valid will 

Key Highlight: By learning the basics of financial planning, you will help improve your financial fitness.

Your Finances and Covid-19

Ordinary wisdom for extraordinary times.

Wednesday, March 23, 2022:  10:00am – 11:00am

The past weeks and months have been a challenging time for many people across the globe. While our primary focus remains on our physical health and of those around us, we also understand the role that finances play towards our mental health, stress levels and overall wellbeing. This module focuses on how to make sense of fluctuating markets, managing when income is reduced, and debt reduction strategies.

After completing this module, you will be able to:

1. Identify how to handle your investments during these dynamic times.
2. Understand key strategies and how they can help you reduce debt while improving cash flow.
3. Create a plan to keep on top of cash flow during times of reduced income.

Key Highlight: We’re here to help you navigate the current financial landscape.

Executorship & Wills

Learn about the risks and responsibilities of this important role

Wednesday, March 30, 2022:  10:00am – 11:00am

It’s often referred to as the hardest job you never applied for. Being an executor has long been considered an honour but today the job entails significant time commitment, knowledge, effort and personal risk. Canadian families need to understand the role before choosing their executor and before agreeing to act as executor for a friend, parent or another family member.

Where there’s a will there’s a way, but without a will, you have what’s called intestacy and that can be a huge problem. This is a major issue for Canadians. In fact, it’s estimated up to 70% of us don’t have a current or valid will. Most don’t even understand what can cause a will to become null and void.  After completing this module, you will:

1. Know the general steps and timelines of an executor’s role
2. Be aware of and executor’s personal liability
3. Understand how the role of executor has changed significantly over the past 20 years
4. Know which characteristics to consider when choosing your own executor
5. Learn how you can assist your executor in doing their job
6. Know about the different types of wills in Canada
7. Understand the top ten reasons to have a will
8. Realize what happens when you don’t have a will
9. See what happens when an estate has insufficient funds to make payments
10. Know when to review and update your will

Key Highlight: Understanding the executor’s role can prevent countless problems in estate administration for your family.  Having a current and valid will is one of the most important steps you can take to protect your family when you pass away, and ensuring your parents have valid wills can protect your sanity when they pass away.

Registration

To register for any of these workshops please complete the following online registration form. *Note: If you are registering multiple individuals complete one registration form, per individual. We can only accommodate up to 40 participants in these workshops and attendance is granted on a first-come, first-serve basis.

The cost to virtually attend is $50 for Members| $60 for Non-Members. If you register for all three sessions, you will receive a 15% discount – Members: $127.00 | Non-members: $153.00.

If you wish to cancel your registration you must adhere to the AMANS Event and Training Cancellation Policy.