June 14, 2018: Power Behind the Wheel

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

Power Behind the Wheel

Regardless of the destination, we all experience times when we are firing on all cylinders, only to run up against unexpected detours, delays and bumps in the road. Enjoying the journey regardless of where you are at, is often impacted by how much planning and maintenance has been invested well before you hit the open road. To have power behind the wheel while moving in the right direction and getting the best mileage, the Owner’s Manual, roadmap and engine requires review. This means service checks performed regularly, adjustments for the journey and an over-haul when required. The WINK Directors will be available to serve you with answers to your questions to ensure you are on the right road, add to your knowledge to plan your journey or provide pointers to help you reach your destination – wherever that might be. You will have Power behind the Wheel!

Round table topics include:
Rhoda Dobler – lawyer
– What to think about when getting in or out of a relationship?
– Financial considerations / implications of divorce

Marlena Bova – lawyer, new mom
– Things to consider when engaging in commercial litigation
– Housecoat is the new Court robe – maintaining a practice under the world’s smallest dictator in a new era of work/life harmony

Trudy Pelletier – communication specialist, Family Enterprise Advisor, Executive Coach
– Have personal power facing obstacles
– Discover relationship power when its bumpy
– Grow confidence and shift your self-talk

Gwen Becker – Portfolio manager & wealth advisor
– Four Investment “tune Ups” to do every year
1. Review your Investment Goals, Risk Tolerance, Time Horizon
2. Review your household Asset & Sector Allocation
3. Review your annual performance vs specific Investor mandate (Income, Balanced or Growth)
4. Review total fees paid (including embedded MER’s)

Judith Ravensbergen – Private Banker
– Four Financial ‘Tune Ups” to do every year
1. Update and review Personal net Worth
2. Update and review Cash flow – especially pre-authorized payments
3. Review Insurance and Wills
4. Set 3 financial goals for next week

Patty Auger – Accountant
– Take full advantage of Deductions and Credits
– Minimize taxes withheld at source, utilizing TD1’s
– Eliminate penalties and interest
– Self-employed? Consider tax deferral or income splitting opportunities

Register Now

EVENT COMPLETE – September 20, 2017: Season 6 Launch Event – Putting You in the Driver’s Seat

Time: 5:00pm – 7:00pm
Location: Concord Pacific Sales Centre, 700 – 1 Avenue SW, Calgary, AB
Cost: $20.00 (all proceeds will be donated to Calgary Women’s Emergency Shelter, includes a glass of wine and appetizers)

Putting You in the Driver’s Seat

Join WINK and Valentine Volvo at the spectacular Concord Pacific Sales Centre for an informational after work event to launch our new season! Season 6 WINK events are designed to put you in the driver’s seat with confidence, power, and control in your financial domain.


Valentine Volvo kicks off season 6 expanding our knowledge and trust in the automotive realm.  Join us to learn about vehicle maintenance musts and insider car buying tips, including how to make the decision to lease versus buy.  See some of the newest Volvo products and technologies exploring all things automotive — from a women’s perspective!  Join us as we address an essential area that impacts our finances.


Expand your resources and your capabilities. See you there!

Please note registration for this event will close once we reach maximum capacity (80 people).

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EVENT COMPLETE – October 13, 2017: The Inner Workings of Your Engine

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

The Inner Workings of Your Engine

Do you ever wonder “why you do what you do?” The answer to understanding yourself “newly” is to distinguish context. We’ll explore what context is, it’s power and limits — it’s pervasive influence! You’ll understand how context shapes the actions you take or don’t take; particularly when your actions are not congruent with what really matters to you. Recognizing and shifting context gives you the power to alter how you see and experience yourself, others and life. This process is not an answer; and it’s certainly not a fix. Also, it is not a destination – it is a moment-by-moment process that requires a high degree of personal mastery in your own life and in your work.

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EVENT COMPLETE – November 16, 2017: Trainer’s Manual: Kids and Money

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

Trainer’s Manual: Kids and Money

Learning the basics about money from an early age is the foundation for informed and proactive financial decision-making. Join our panel parents and financial experts for a robust discussion on the phases and stages of financial literacy. We will walk through several stages of growth from preschoolers to pre-teens to teenagers to university grads discussing how children can become financially independent adults with a healthy relationship towards money.

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EVENT COMPLETE – January 25, 2018: Avoiding the Potholes

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

Avoiding the Potholes

Many of us tune out when dealing with and understanding the critical technical information necessary to having our affairs in order. When we don’t ask the right questions, or pay attention to small print, we may be stuck in a pothole at a time of crisis. You’ll get a brief overview on how to understand and interpret your automobile policy documents. Jeanne Doll-Gusta will address critical questions that you need to know when considering insurance coverage and premiums.

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EVENT COMPLETE – February 22, 2018: Maintenance Schedule for Your Health

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

Maintenance Schedule for Your Health

Healthy living is easy to talk about with the volume of information available today. It is hard to know what information is accurate when you are implementing it into your daily lifestyle. As we age, it’s important to be proactive about our health and wellness, for ourselves and our families.
You will learn:
– Common challenges as we age, and why preventative screening and early risk detection are even more important
– What ideal sleep patterns and diet look like and how it impacts your health
– The importance of work-life balance; crucial to good mental health and stress management
– Maintaining and monitoring cognitive function
– Taking ownership of your health by monitoring your health statistics

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EVENT COMPLETE – March 15, 2018: Revving Your Engine

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

Revving Your Engine

For most women, what fuels our engine is connection, making our relationships fulfilling. Women may be running on empty and frustrated, for not having enough time or support to have authentic needs met, both at work and at home. While it’s not a surprise men and women operate differently; it is interesting we have so few conversations to understand the differences. Understanding how men and women operate differently will generate appreciation for yourself, other women and men. We’ll celebrate International Women’s day recognizing our extraordinary capacity to function in different modes. Learning how, when and why we move in and out of different operating modes promises to be insightful. Join Trudy Pelletier to learn how you can fuel your personal and professional relationships strengthening partnership and collaboration. Understanding the differences provides us new approaches and leadership skills to bring out the best in people; those who ride shotgun and who are on our “Pit Crew” to win at the game of life.

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EVENT CANCELLED – April 19, 2018: Tax Tune Up

Lunch Event: 12:00pm – 1:00pm
Location: Centennial Place, West Tower, 3rd Floor, 250 – 5 Street SW, Calgary, AB
Cost: $20.00 (includes lunch)

Tax Tune Up

With changing governments comes changes in government priorities, which often results in changes to personal taxes. Being current with key changes in taxes can help you save money by ensuring you are maximizing deductions and claiming credits. Planning makes a difference in more money in your account or paid in taxes. Being aware of proposed changes is key to effective planning. Join Patty Auger to learn what is new and what might be coming down the road!


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EVENT COMPLETE – May 24, 2018: Shifting Gears — Generational Transitions

Lunch Event: 12:00pm – 1:00pm
– Bankers Hall Auditorium, P3 (A) level, 315 – 8 Avenue SW, Calgary, AB
Cost: $20.00 (includes lunch)

Shifting Gears — Generational Transitions

Regardless of the stage of life you are in, planning is critical to fulfilling on what really matters to you. Whether you are raising young children, facing the teen years, launching young adults or acting as a caregiver; you can protect your family through natural transitions to secure both today and the future.
Listen to our panel of experts cover concerns, such as transitioning wealth without disenfranchising family members to reach their highest potential. We’ll address the complexity of blending families and address a common challenge when fair isn’t equal and equal isn’t fair. We’ll talk about ensuring wealth lasts throughout your lifetime and beyond, achieving desired retirement lifestyle.
The most important legacy you can leave doesn’t involve money. World Wealth Report ranked the well-being of the family as the highest concern for high net worth individuals. Legacy is about the way you live your life, the time you spend together, the experience of being a family who is strong and united when challenged, as well as the traditions and values cultivated for generations to come.

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