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(Dinner speaker format, available with slides, 20 minute to 45-minute presentation, best suited for
audiences with basic financial planning knowledge.)
Cheers! It's My Time! - Happy Retirement!
In today's environment, we are healthier, happier and are living longer. If you are retiring today,
you need to plan for 20-30 years -- of your best years -- doing what you enjoy most. Be sure your
money will last. This seminar will provide you with insight into today's financial planning
markets and leave you confident that there is a plan to suit your lifestyle.
(Presentation formats to suit any group size, 1-200. Available with overheads and handouts
and a question answer period to follow.)
I Want My Money to Work Harder!
You work hard, and there is the opportunity for your money to work harder for you. If you are
looking forward to the years when you can be your own boss, then you need a plan. And the time
to work towards the plan can begin today.
A financial plan tailored to your needs is only a step away. Get a basic understanding of financial
terms and options in this informative seminar.
(This presentation is an introduction to Financial Planning with a question and answer period to
follow. Overheads and handouts available.)
Future Goal: Millionaire
Goals and dreams - those are what make life interesting. But the time to plan for your future is now.
"I'm too young to invest...", "There is plenty of time later..." - they are great lines, but the truth is
there will never be a better time in your life to start planning for your million.
(This seminar is designed for groups or people under 30 years of age. It presents the advantages of planning
now. It is an introduction to Financial Planning and is packaged in an easy to understand format.
Great for grandchildren! For groups of 2- 200 or more!)
Educational Savings Strategies
Before they take their first steps - that is the best time to consider your child's education plan and
your ability to contribute to it. You can design a plan that grows with your child. Friends and
relatives can contribute to the plan on birthdays and special occasions. There are tax benefits and
incentives, so start planning today! We can tell you how.
(Perfect for grandparents, parents, and parents to be. This presentation is available for small
groups. Handouts are available and a question and answer period will follow.)
An RSP Health Check
This light-hearted presentation is a look at RRSP's with our own friendly fictitious Doctor, IPG Downtown Kingston,
Richard Kizell. Richard, dressed in a lab coat brings along his black bag
and takes a humorous approach to updating you to the twelve essential steps to a successful
RRSP.
(This seminar is presented in a 25 or 45-minute format and is a light-hearted presentation perfect
for a breakfast, luncheon or dinner-speaking occasions. It is available with slides, PowerPoint
Presentation, overhead projector slides and handouts.)
I Choose to Pay...ME! It's today's new thinking!
In this busy world, we often forget whom we are working for. Remember to plan for your future.
Make a plan. Work the plan. And, before you pay your bills - pay yourself!
(This presentation is an introduction in to a new way of thinking about yourself and your financial
plan. It is available in various formats with slides and with handouts. It is a great dinner address
or a luncheon speaker presentation for your conference or dinner club meeting.)
Making a Plan
Venturing out to try new waters can be an exciting time. The sky is the limit and there are lots of
rainbows to discover. If you are considering going back to school there are RSP tax-free options
for you. If you are still looking at the possibilities, then the time to review your options is now.
Get a RSP health check and soar.
(This presentation is for employees being displaced or being presented with retirement option
packages. The presentation is in a luncheon style format and is approximately 45 minutes in length
with a questions and answer period.)
Calling all Entrepreneurs
Today's option to work independently provides lots of flexibility and plenty of tax options.
Exercise your good judgement, and have a portfolio check up!
(This presentation is best served for entrepreneurs on a one-to-one basis, but is also available for a
small group presentation, with the opportunity to ask questions on your individual concerns.)
Life in the Fast Lane - Your ability to work is your greatest asset
We remember to protect our assets - our car, our home - but what about our strongest asset? Our
ability to work is our greatest asset. Be sure you have the right insurance and the right insurance
coverage for your needs. Insurance is an important aspect of any portfolio.
Being Creative - Taxes and RSP's
When it is tax time, we all flock to purchase an RSP. Do you know what you're buying? Do you
know the tax advantages and your options? Should you borrow to purchase RSP's? RSP's should
be apart of your monthly budget planning. We can should you why! And, we can show your
how!
Appreciating Your Worth - For Women
This seminar will explore the myths and roadblocks many women stumble upon when facing the
challenge of putting their personal finances in order. "Where do I start?" Useful information, you
can use!
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