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Financial Literacy for Women: Passing On Your Wealth

May 17, 2022 07:00 PM Eastern Daylight Time - May 17, 2022 08:30 PM Eastern Daylight Time

Wealth advisor Laura Southall shows how women can make smart decisions about money for themselves and their families. The last of five talks, to take you from the basics to retirement, and beyond.

Do you understand what will happen to your estate when you die?  What taxes will your estate be responsible for?  How do you minimize the taxes that you pay on death?  How can you transition your estate to your children and grandchildren as smoothly as possible?  What exactly is probate?

This interactive 90-minute seminar from Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd, will show you how to pass on what you’ve accumulated, and how to ensure that your family can make the most of the inheritance you leave them.  This is the last in a five-part series designed to empower women to understand their financial situations at different stages of life.

This online presentation will be held on Zoom.  Registrants will be emailed the link immediately upon registration.  (Please check your Junk and Spam folders right away if you don't see the confirmation email and link in your Inbox, then adjust your settings to make sure emails from KFPL aren't blocked.  You can also access event links by scrolling over the calendar icon at the top of the main page of our website and signing in to My Events.)

Participants will need to download the latest version of Zoom in advance to the device they’ll be using during the presentation

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Financial Literacy for Women: Saving Taxes in Retirement

Apr 19, 2022 07:00 PM Eastern Daylight Time - Apr 19, 2022 08:30 PM Eastern Daylight Time

Wealth advisor Laura Southall shows how women can make smart decisions about money for themselves and their families. The fourth of five talks, to take you from the basics to retirement, and beyond.

Most people don’t understand how their retirement income -- from CPP and OAS, to work pensions, and personal savings -- will be taxed.

In this interactive 90-minute seminar led by Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd., you will learn about the taxes you will pay in retirement and strategies to minimize them.

This is the fourth in a five-part series designed to empower women to better understand their financial situations at different stages of life. The final session, Financial Literacy for Women: Passing On Your Wealth, will be at 7 PM on Tuesday May 17.  Registration will open at 9 AM on Saturday May 7.

This online presentation will be held on Zoom.  Registrants will be emailed the link immediately upon registration.  (Please check your Junk and Spam folders right away if you don't see the confirmation email and link in your Inbox, then adjust your settings to make sure emails from KFPL aren't blocked.  You can also access event links by scrolling over the calendar icon at the top of the main page of our website and signing in to My Events.) 

Participants will need to download the latest version of Zoom in advance to the device they’ll be using during the presentation.

RSVP

Financial Literacy for Women: Getting Ready to Retire

Mar 22, 2022 07:00 PM Eastern Daylight Time - Mar 22, 2022 08:25 PM Eastern Daylight Time

Wealth advisor Laura Southall shows how women can make smart decisions about money for themselves and their families. The third of five talks, to take you from the basics to retirement, and beyond.

Trying to understand what to do with your money can seem like a mystery.  But if you educate yourself it becomes far less daunting.  

This interactive 90-minute seminar with Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd, will help you prepare for your retirement.  Learn how much you’ll need to retire and where the income will come from.

This is the third in a five-part series designed to empower women to understand their financial situations at different stages of life.  The next session, Financial Literacy for Women: Saving Taxes in Retirement, will be at 7 PM on Tuesday April 19.  Registration will open at 9 AM on Saturday April 9.

This online presentation will be held on Zoom.  Registrants will be emailed the link immediately upon registration.  (Please check your Junk and Spam folders right away if you don't see the confirmation email and link in your Inbox, then adjust your settings to make sure emails from KFPL aren't blocked.  You can also access event links by scrolling over the calendar icon at the top of the main page of our website and signing in to My Events.)

Participants will need to download the latest version of Zoom in advance to the device they’ll be using during the presentation.

RSVP

Transitioning Your Wealth to the Next Generation

Feb 22, 2022 10:00 AM Eastern Standard Time - Feb 22, 2022 12:00 PM Eastern Standard Time

Do you understand what will happen to your estate when you die? What taxes will your estate be responsible for? How do you minimize the taxes that you pay on death? How can you transition your estate to your children and grandchildren as smoothly as possible? What exactly is probate? What does an executor do? What is a power of attorney?

 

This interactive 90-minute seminar from Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd, and estates lawyer Angela Fallow of Fallow Law, will show you how to pass on what you’ve accumulated, and how to ensure that your family can make the most of the inheritance you leave them.

This online presentation will be held on Zoom. Registrants will be emailed the link immediately upon registration.

RSVP

Financial Literacy for Women: Part II

Feb 15, 2022 07:00 PM Eastern Standard Time - Feb 15, 2022 08:30 PM Eastern Standard Time

Wealth advisor Laura Southall shows how women can make smart decisions about money for themselves and their families. The second of five talks, to take you from the basics to retirement, and beyond.

If you have already taken the Financial Literacy for Women: Part I introductory seminar on January 11, then this seminar is for you.

This second seminar expands on the knowledge that you learned in Part I and takes some of the topics to the next level.  We will discuss financial goal setting, stocks, types of mutual funds, real estate, rental properties, retirement, etc.

This 90 minute Zoom seminar is presented by Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd.

This is the second in a five-part series designed to empower women to understand their financial situations at different stages of life.  The next session, Financial Literacy for Women: Getting Ready to Retire, will be at 7 PM on Tuesday March 22.  Registration will open at 9 AM on Saturday March 12.

This online presentation will be held on Zoom.  Registrants will be emailed the link immediately upon registration.  (Please check your Junk and Spam folders right away if you don't see the confirmation email and link in your Inbox, then adjust your settings to make sure emails from KFPL aren't blocked.  You can also access event links by scrolling over the calendar icon at the top of the main page of our website and signing in to My Events.)

Participants will need to download the latest version of Zoom in advance to the device they’ll be using during the presentation.

RSVP