Workshop Outline
| Audience | This workshop is for individuals and families who are concerned about the radical changes happening in the economy and in international politics and who want to protect their wealth, freedom and legacy for their children. |
| Location | Online Only |
| Zoom Link | See Above |
| Price | FREE |
Overview
Presented by: Sarah Holmes, Financial Literacy Specialist
Workshop Objectives
- Problem with Traditional Banking
- Investment Funds
- Permanent Tax Shelters
- Strategy: Combining Both
- Real-Life Applications
- Our booking Process
- Q & A
Advantages of Segregated Funds
- Advantages in common with Mutual Funds
- Investment in registered or non-registered contracts
- (TFSAs, RRSPs, RESPs, RRIFs, LIRAs, LIFs & Locked-in RRSPs)
- Yield potential and wide range of funds options
- Access to capital at all times (fees may apply)
- Possibility of making certain withdrawals without surrender charges
Advantages of A Financial Group Segregated Funds
- Guarantee applicable at maturity or death on deposits made
- Investment growth protected through resets
- Possibility of avoiding probate fees
- Quick settlement at death
- Protection from creditors
- Quicker, easier tax returns
- Possibility of guaranteed income for life