Mastering Your Financial Future Webinar

Watch our webinar to learn key fundamental strategies for Mastering your Financial Future

 

 

 

Welcome to the webinar recording! Below is a brief agenda to guide you through the topics covered.

Segment 1: Investment Accounts in Canada

– RRSP:

  – Benefits, tax advantages, contribution limits, withdrawal rules

– TFSA:

  – Benefits, tax advantages, contribution limits, ideal uses

– FHSA:

  – Overview, benefits, contribution limits, withdrawal rules

– Non-Registered Accounts:

  – Differences, tax implications, investment strategies

 Segment 2: Family Planning, RESP, and Budgeting with Families

– Family Planning:

  – Budgeting, saving, managing household finances

– RESP:

  – Overview, government grants/bonds, maximizing contributions

– Insurance Planning for Families:

  – Types of insurance, importance, determining coverage

 Segment 3: Types of Life Insurance

– Term Life Insurance: Definition, purpose, pros and cons

– Whole Life Insurance: Definition, purpose, pros and cons

– Universal Life Insurance: Definition, purpose, investment component

– Critical Illness and Disability Insurance: Differences, purposes

If you are interested in watching different segments individually check out our YouTube page:

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