Do you know a person or organization that’s championing equity, empowering ability and making powerful change for people with disabilities in Canada? Nominate them for a #MODCChangemakerAward at https://t.co/UwOHNWJd3j by Friday, August 9, 2024. RT to spread the word! #Disability
Creating a reliable lifelong income from retirement savings has been described as the toughest problem in personal finance.
Our own Janet Gray, CFP®, discusses some challenges and effective strategies in this episode of Steadyhand's Coffee Break.
https://t.co/XENdRyPoA2
@jackieportercfp Wish they’d included in there Imagine Your Legacy, get your Financial Planner to prepare a discussion document for the taxes you may owe at death & strategize ways to redirect that money to your favourite charities!
We’re testing out something new! We were surprised to find out that 8% of Canadians have named a charity as a beneficiary of their RRSP. We wanted to lean into this, so we created a dedicated RRSP campaign for our partners. You can check it out at https://t.co/BwiTeeQF5h.
With the number of dementia cases rising in Canada, @DianeEPeters caught up with a few Members of Advocis to explore how financial advisors can better support clients experiencing cognitive impairment.
@CanAgeSeniors@BettyAnneCFP with Athena Wealth and Legacy Solutions says advisors need to slow things down a bit. “Normalize trying to understand by saying this is a whole other language, which at the best of times, isn’t the easiest thing to understand.” https://t.co/VEqBWUb34r
Don’t miss out on this great opportunity to learn more about legacy planning, Canadians want to know so let’s be informed and help them see what will work best for them and their family!
Gift Planning Fundamentals ONLINE: a can't-miss opportunity to get the latest insights on philanthropic trends and tax issues, common types of planned gifts in Canada, how to introduce and discuss planned gifts with your donors and much more! Register: https://t.co/ZjlZ3GYN43
Tara Tennant we have been discussing this in detail at our office. How best to inform cottage owners & guide them through the options to address this looming problem that is better to be solved sooner rather than later! https://t.co/XRGOjycx0i
Watch the OFFICIAL TRAILER for #SexWithSue, the documentary about legendary sex educator Sue Johanson.
�� SEX WITH SUE premieres in 🇨🇦 Mon Oct 10 on @w_network & @stacktv
🎬 Directed by @LisaRideout5 for @bangerfilms
I personally & professionally got so much support from my Advocis membership, guidance & support from my peers & am still a member. Important to keep in mind that Institute of Advanced Financial Planners - IAFP is a branch of Advo…https://t.co/lJI5xk13zJ https://t.co/R38lySpqDz