Event Calendar for Financial Planning Week 2013

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Past Events

  • Be a Financial Diva – Money Guide for Women – 2012 Arthritis Society Diva's Day Out

    Sunday October 28, 2012 12:00 pm - 4:00 pm

    2012 Arthritis Society Diva's Day Out fundraising event. Oct. 28, 12-4pm, Mississauga Convention Center Come out for an afternoon of indulgence that includes a delicious lunch, a series of... more info

    Mississauga Convention Center

    75 Derry Road W
    Salon D
    ,L5W 1G3

    Mississauga,Ontario,Canada

  • Financial Planning – Ages and Stages

    Thursday November 15, 2012   - Thursday November 22, 2012  

    This series of Financial Planning Week programs is aimed at three specific target audiences – young families, working people including those nearing retirement, and older adults who may or may not be... more info

    Stratford Public Library

    19 St. Andrew Street,N5A 1A2

    Stratford,Ontario,Canada

  • Financial Planning for Young Families

    Monday November 19, 2012 10:15 am - 11:45 am

    FPW Challenge Winner This 90 minute course will cover the topics below using local examples and data through sharing stories and hands-on participation. Budgeting: your financial health depends on... more info

    Young Parents Support Network

    2541 Empire Street,V8T 3M3

    Victoria,British Columbia,Canada

  • Helping you assess your Financial Health

    Monday November 19, 2012 12:00 pm - Wednesday November 21, 2012 12:20 pm

    Lunchtime Financial Health Check Up - Helping you assess your Financial Health. Take control of your finances by attending this interactive workshop with free financial checklists and advice to... more info

    Brampton Arthritis Society

    #214 - 40 Finchgate Blvd,L6T 3J1

    Brampton,Ontario,Canada

  • Business Succession Planning

    Monday November 19, 2012 5:00 pm - 7:00 pm

    FPW Challenge Winner When it is time to pass on the torch will you be ready? Stepping down 'stress free' from your business: Passing on your business is both a complex and emotional process. Learn... more info

    10350 University Drive,V3T 4B8

    Surrey,British Columbia,Canada

  • Financial Planning Vision 2020 Symposium

    Tuesday November 20, 2012 7:30 am - 5:00 pm

    Financial Planning Standards Council will host its fourth annual Financial Planning Vision 2020 Symposium on November 20, 2012 at the Old Mill Inn in Toronto. The popular Symposium, will be attended... more info

    Old Mill Inn

    21 Old Mill Road,M8X 1G5

    Toronto,Ontario,Canada

  • Understanding Money Matters and Having Fun With It

    Tuesday November 20, 2012 9:00 am - 3:00 pm

    FPW Challenge Winner What is debt and credit? How do credit cards work? What is compound interest and how does financial planning play a part in your life? These are some of the topics of the ‘... more info

    Delview Secondary School

    9111 - 116 Street,V4C 5W8

    Delta,British Columbia,Canada

  • CONNECT2012 Workshop: Workplace Finances

    Tuesday November 20, 2012 6:30 pm - 9:00 pm

    FPW Challenge Winner Sutton Financial Group will collaborate with Global Gathering Place (GGP) to provide immigrants and refugees an opportunity to gain valuable knowledge about the human resource... more info

    Global Gathering Place

    100 5th Avenue North,S7K 2N7

    Saskatoon,Saskatchewan,Canada

  • Taking Control of Your Life, Health and Finance

    Tuesday November 20, 2012 6:30 pm - 9:00 pm

    Attention: Ladies Taking Control of Your Life, Health and Finances is held exclusively for you. Three great presentations to provide knowledge and expertise intended to create a healthy and... more info

    Cornerstone Credit Union (Lower Level)

    64 Broadway Street East,S3N 0K7

    Yorkton,Saskatchewan,Canada

  • Wills and the Powers that Be

    Tuesday November 20, 2012 7:00 pm - 8:30 pm

    Estate Planning - Planning Ahead and being Prepared Feature Presenter: Maria G. Lucarelli Lancaster, Brooks & Welch LLP Get your questions answered about Wills, Powers of Attorney and Joint... more info

    Best Western Harbourside Conference Centre

    2793 Beacon Blvd.,L0R 1S0

    Jordan Station,Ontario,Canada

  • Family Financial Wellness Event

    Tuesday November 20, 2012 7:00 pm - 9:00 pm

    FPW Challenge Winner This event will show families what financial planning is all about and how they can develop a successful (family-focused) financial plan. This event will empower families to take... more info

    Fantasyland Hotel

    17700-87th Avenue,T5T 4V4

    Edmonton,Alberta,Canada

  • Financial Planning for those Caring for a Loved one with a Disability

    Tuesday November 20, 2012 7:15 pm

    FPW Challenge Winner Topics to be covered: • Saving for the future • Maximizing cash flow • Strategies for saving • Reducing your tax bill • RDSP Ensuring your loved one is cared for: • Risk... more info

    Milton Sports Centre, Meeting Room #4

    605 Santa Maria Blvd.,L9T 6J5

    Milton,Ontario,Canada

  • Students: Plan for Your Succe$$

    Wednesday November 21, 2012 3:45 pm - 5:30 pm

    FPW Challenge Winner This seminar is to enhance the financial understanding of students. Key topics will be introduced, such as money management, investing and keys to building financial security.... more info

    Marc Garneau Collegiate Institute

    135 Overlea Blvd,M3C 1B3

    Toronto,Ontario,Canada

  • Tax Planned Will

    Wednesday November 21, 2012 6:30 pm

    The importance of having an up to date will, benefits of setting up a trust and the ways to save taxes for your spouse and next generation will be discussed with some cases being shared. RSVP to... more info

    145 King Street West
    Unit 2800
    ,M5H 1J8

    Toronto,Ontario,Canada

  • It's About Your Financial Life

    Wednesday November 21, 2012 7:00 pm - 9:00 pm

    *Due to unforeseen circumstances, this event will no longer be taking place. FPW Challenge Winner In celbration of Financial Planning Week we are pleased to invite you to It’s about Your Financial... more info

    Royal Canadian Legion Branch 163

    435 Lime Ridge Road East at Upper Wentworth Street
    Across From Lime Ridge Mall
    ,L9A 2S8

    Hamilton,Ontario,Canada

  • Taking Control of Your Taxes

    Wednesday November 21, 2012 7:00 pm - 8:00 pm

    Are taxes holding you back from taking control and doing the things you like? During the twenty-nine years of running his business, Dwayne Daku, author of the book, 15 Secrets the TaxMan Doesn’t... more info

    Yorkton Public Library

    93 Broadway Street West,S3N 0L9

    Yorkton,Saskatchewan,Canada

  • The Fuss About Fees

    Wednesday November 21, 2012 7:00 pm - 8:00 pm

    FPW Challenge Winner A presentation on fees to the general public: What are they? What is the difference between MER and a load? How much are they? How are they charged? How does the advisor get paid... more info

    Headingley Library

    49 Alboro Street,R4J 1A3

    Headingley,Manitoba,Canada

  • Planning Your Financial Future

    Wednesday November 21, 2012 7:30 pm

    FPW Challenge Winner There will be PowerPoint presentation which will cover estate planning (choosing an executor), cash management (tips for becoming debt free) and other financial planning areas.... more info

    Enfield Volunteer Fire Department

    273 Highway #2,B2T 1C9

    Enfield,Nova Scotia,Canada

  • Helping you assess your Financial Health

    Thursday November 22, 2012 12:00 pm - 1:30 pm

    Financial Health Check Up - Helping you assess your Financial Health. Take control of your finances by attending this interactive workshop with free financial checklists and advice to raise... more info

    Oakville Public Library, Central Branch

    120 Navy Street
    Program Room 2, 2nd floor, in the Children's Area
    ,L6J 2Z4

    Oakville,Ontario,Canada

  • Parents Helping Kids Help Themselves

    Thursday November 22, 2012 2:30 pm - 7:00 pm

    FPW Challenge Winner Tell it like it is…Talk money with your kids! Teaching children about finances can be a stressful and frustrating task, let us do the work! Vanessa Chan, CFP®, from Investors... more info

    Sir John A. Macdonald Public School

    45 Murison Drive,L6C 0J4

    Markham,Ontario,Canada

  • Creating Your Customized Financial Plan

    Thursday November 22, 2012 6:00 pm - 7:30 pm

    Take 90 minutes out of your evening to learn how to determine what your personal financial goals are, and how to prioritize them. Learn what Financial Planning is, and how a written Financial Plan... more info

    Lynn Valley Public Library (Program Room)

    1277 Lynn Valley Rd,V7J 2A1

    North Vancouver,British Columbia,Canada

  • My Legacy Will Be: Planning the Ultimate Gift For Those You Value The Most

    Thursday November 22, 2012 6:30 pm

    Objective of this seminar will be to discuss Estate Planning issues, strategies and considerations for those who are retired or gearing up for retirement. Estate Planning needs will be approached as... more info

    145 King Street West
    Unit 2800
    ,M5H 1J8

    Toronto,Ontario,Canada

  • The Retirement Rules Have Changed, What Now?

    Thursday November 22, 2012 7:00 pm

    FPW Challenge Winner The general public are invited to a financial planning seminar aimed at the 50+ age group. After the seminar is presented, there will be a Q&A session and an informal... more info

    Deer Lake Express Hotel

    38 Bennett's Avenue,A8A 1A9

    Deer Lake,Newfoundland and Labrador,Canada

  • Helping you Assess your Financial Health

    Thursday November 22, 2012 7:30 pm - 8:30 pm

    Financial Health Check Up - Helping you assess your Financial Health. Take control of your finances by attending this interactive workshop with free financial checklists and advice to raise... more info

    Oakville Public Library, Central Branch

    120 Navy Street
    Program Room 2, 2nd floor, in the Children's Area
    ,L6J 2Z4

    Oakville,Ontario,Canada

  • CONNECT2012 Workshop: Workplace Finances

    Friday November 23, 2012 9:30 am - 12:00 pm

    FPW Challenge Winner Sutton Financial Group will collaborate with Global Gathering Place (GGP) to provide immigrants and refugees an opportunity to gain valuable knowledge about the human resource... more info

    Global Gathering Place

    100 5th Avenue North,S7K 2N7

    Saskatoon,Saskatchewan,Canada

  • Financial Planning for those Caring for a Loved one with a Disability

    Friday November 23, 2012 10:15 am

    FPW Challenge Winner Topics to be covered: • Saving for the future • Maximizing cash flow • Strategies for saving • Reducing your tax bill • RDSP Ensuring your loved one is cared for: • Risk... more info

    Milton Sports Centre, Meeting Room #4

    605 Santa Maria Blvd.,L9T 6J5

    Milton,Ontario,Canada

  • Financing Your Post-secondary Education: How to Graduate with as Little Debt as Possible

    Friday November 23, 2012 4:00 pm - 6:00 pm

    In collaboration with the Black Creek Financial Action Network (BCFAN), the York University – TD Community Engagement Centre and Seneca College, Yorkgate Campus is workshop on financing your post-... more info

    York University – TD Community Engagement Centre

    1 York Gate Blvd
    Yorkgate Mall, Suite 232
    ,M3N 3A1

    North York,Ontario,Canada

  • Women and Money

    Friday November 23, 2012 6:30 pm

    There will be a discussion of a number of important concepts that each and every one of them can affect your financial well being today and long into your future. These financial issues will be... more info

    145 King Street West
    Unit 2800
    ,M5H 1J8

    Toron,Ontario,Canada

  • Students: Plan for Your Succe$$

    Saturday November 24, 2012 9:30 am - 11:45 am

    FPW Challenge Winner This seminar is to enhance the financial understanding of students. Key topics will be introduced, such as money management, investing and keys to building financial security.... more info

    Thorncliffe Neighbourhood Office

    18 Thorncliffe Park Drive,M4H 1N7

    Toronto,Ontario,Canada

  • Financial Planning for Business Owners

    Saturday November 24, 2012 10:00 am

    This presentation will be including discussion about Pros and Cons of incorporating your business, attracting and keeping employees, planning for your retirement, IPPs, year-end tax planning tips,... more info

    145 King Street West
    Unit 2800
    ,M5H 1J8

    Toronto,Ontario,Canada

  • Financial Planning for All Abilities - Promoting the Financial Stability of Persons with Disabilities

    Saturday November 24, 2012 10:00 am

    FPW Challenge Winner Presentation will cover BC's provincial assistance program (PWD), the Disability Tax Credit (DTC), the Registered Disability Savings Plan (RDSP), Endowment 150, and trust and... more info

    Elizabeth Buckley School (Cridge Centre)

    1309 Hillside Avenue,V8T 2B3

    Victoria,British Columbia,Canada