ACT NOW… FOR YOUR BEST FINANCIAL LIFE
Learn To Love Your Money – Your Financial Starter Kit (Round 1)
SPEAKERS: Judith Ravensbergen / Gwen Becker / Patty Auger
February 5, 2016
Decoding Financial Acronyms: What is an RRSP? What is a RIF? How does a TFSA work and it is a good deal? What is the advantage of saving money with an RESP for my children’s post secondary education? Learn about the set up, rules and benefits of all registered savings plans with Judith Ravensbergen.
Demystifying Investing: Learn how to recognize if your investments match your personal goals and risk tolerance, and what types of accounts to open. Understand if you have the right mix of investments and how to calculate the fees you are actually paying. Learn what asset allocation means and how these classes differ on return expectations, volatility and taxation with Gwen Becker.
Personal Tax Basics: Whether you prepare your own tax return or use the services of an expert, having a basic understanding of personal tax can go a long way to minimizing your tax bill. The less tax you pay, the more you have left to save, spend, and invest. Learn whether you’re taking full advantage of tax deductions and credits available to you with Patty Auger.
SPEAKER: Eleanor Culver
November 24, 2015 – It is essential for women to develop effective negotiation skills. Learn what can derail your negotiations, how to recognize negotiation opportunities, discover your silent negotiation partner, and strategic moves to enhance your negotiation.
SPEAKERS: Trudy Pelletier / Judith Ravensbergen
October 21, 2015:
If You Don’t Know Where You Are Going – You Will End Up Somewhere: Most of us know what we don’t want, rather than what we do want. Creating vision and goals can be a daunting task given the nature of planning. It’s all uncertain and it is emotional in nature, with a lean towards fear. As a result, we get in our own way of declaring what we want. Recognizing what you want is an evolving process. There is power in dreaming and articulating specifically what it is you want. Start today with Trudy Pelletier.
Start Where You Are At: It’s hard to know where you are going without taking a look at where you are at. What is your available cash flow? How much wiggle room do you have in your life to make different choices about saving and spending? What is your personal net worth? How does one figure that out and track it? Take a walk through the first steps of setting realistic financial goals with Judith Ravensbergen.
Become Your Own CFO
SPEAKERS: Allison Maher & Gwen Becker
April 16, 2015 – Learn how to create the backbone to your financial plan and investment strategies by putting the “why” before the “how”. How do you set realistic goals? How to make the most of your advisory team and ask the right questions.
Demystifying Personal Tax
SPEAKERS: Patty Auger
March 12, 2015 – What opportunities are you missing to reduce your tax bill? What unknown risks might you be facing? Whether you prepare your own, or engage a professional to prepare your tax return, it’s important for all individuals to understand personal tax and it’s components. As someone who deals with the preparation of other people’s taxes, we can only prepare based on the information we receive from our clients. Sometimes opportunities can go unseen because of missed communication regarding changes in an individual’s circumstances or tax legislation. Join me for a glimpse into the world of personal tax as I provide insights into money saving opportunities that you may not be aware of!
Discover Your Voice — talk through tough and sensitive issues with Fierce Conversations®
SPEAKERS: Trudy Pelletier
October 23, 2014 – Many of us have the habit of editing ourselves, particularly when facing tough and/or sensitive issues. We replay in our heads (over and over) what we’re going to say and how we’re going to say it, and we anticipate exactly what the right moment looks like to speak up. This is called “careful communication” in Fierce Conversations®. Further to that, we play out what the other party is going to say and how they’re going to feel and react, and for the most part this picture is quite the opposite of empowering. We are so focused on being perfect and doing it right that we get in our own way that we become thwarted in our expression and in some cases we are stopped. This is referred to as a “missing conversation” in Fierce Conversations®. Research shows that the missing conversation is the biggest threat to the health of a relationship, family, or business. Fierce Conversations® offers transformational tools that will enable you to discover your voice and talk through tough and sensitive issues.
Disclaimer – The videos listed below provide advice tailored to Jane (a fictitious individual) and such advice should not be considered as advice that would be appropriate for everyone. WINK recommends that you consult with your own advisors who can give you individual advice. WINK advisors reside in Alberta, Canada, and the laws and regulatory framework of other jurisdictions will be different.
A Day In The Life of Jane – Session 5
SPEAKERS: Melanie McDonald, Gena Rotstein
June 5, 2014 – Jane is in a new chapter enjoying retirement, yet dealing with complexities of estate planning to care for 2nd spouse & her child from first marriage, wants, dreams and budgets through retirement and growing desire to impact meaningful philanthropic initiatives by being strategic.
A Day In The Life of Jane – Session 4
SPEAKERS: Rhoda Dobler, Allison Maher, Gwen Becker
April 3, 2014 – Jane is facing tough conversations with business succession planning as parents want to retire, financial planning and pre-nups as she prepares for a second marriage and thinks about her own retirement in the future.
A Day In The Life of Jane – Session 3
SPEAKERS: Sharon Gray, Trudy Pelletier
February 6, 2014 – Jane’s life is changing with consideration of the sale of her business and mapping out the next stage of her career and life. As she thinks about joining the family business, she faces the challenge of sharing leadership with family and how she could fit in.
A Day In The Life of Jane – Session 2
SPEAKERS: Allison Maher, Rhoda Dobler, Sharon Gray
November 14, 2013 – Jane is facing separation and divorce which calls for valuation of marital assets given the success of her business. Being a single mom, insurance, both for business and personal are top of mind.
A Day In The Life of Jane – Session 1
SPEAKERS: Trudy Pelletier, Gwen Becker, Melanie McDonald
October 8, 2013 – Jane is dealing with conflicting life priorities being married, a partner in a successful firm and has recently received an inheritance. Topics include: life decisions, business & estate planning and investing her inheritance.
Investing – Taming Your Fears & Grow
SPEAKERS: Gwen Becker
Investing – Investment Strategies for Women
SPEAKERS: Gwen Becker
SPEAKERS: Allison Maher
The Future of You – A Values-Based Approach to Wealth Planning