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    Wealth and Investment Webinars

    At Kindred, financial literacy is important to us. Please register for these complimentary webinars to further your financial journey. (Zoom links will be available approximately 1 month prior to the event date.)

    Date Topic Description Register 
    Recorded on January 24, 2024

    Business Succession

    Your business is the source of your income, and the store of years of hard work. Whether you’re thinking of selling or succession, a variety of estate planning issues and options lie ahead that will inform the who, when, and how of a successful plan.
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    Recorded September 11, 2024 RESPs and Education Savings The basic structure of the Registered Education Savings Plan (RESP) has been around since the 1970s. They allow for tax-free savings and investment growth to help pay for post-secondary education, and since the 1990s have been supplemented by a range of government support programs.
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    Recorded Oct 30, 2024 Retirement Decumulation A critical point in retirement planning is when switching modes from building savings to drawing from them. We'll review five categories of wealth savings and the range of individual sources within each, then look at prioritizing the drawdown order among them, driven by lifestyle intentions.
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    Recorded November 13, 2024 Year-end Tax Tips Year-end is a time when we start thinking about winding down. However, in the field of tax planning, that annual deadline is when we need to take stock, and potentially take action. We'll look at tax saving opportunities prompted by both time of year and time in your life, to help you keep your finances on track.
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    Whether you don’t know where to begin, or you just want to check that you are on the right track, Kindred wants to help you live your values and love your banking. Sign up for one of our Webinars today!

     


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