HRPA (February 1-3, 2012) T.E. Wealth participated in the Human Resources Professional Association (HRPA) Conference and Trade Show on February 1-3, 2012 at the Metro Toronto Convention Centre. Ismo Heikkila, CFP, T.E. Wealth’s National Director, Financial Education and Employer Services presented “Do They Get It? Rate Your Employees’ Financial Literacy” on February 2nd. He identified financial …
#TETalks (December 6, 2011) On December 6, 2011, T.E. Wealth held an hour-long Twitter chat on “End of Year Tax Planning.” Some of the topics that were discussed included registered plans, minimizing capital losses, audits and the possible risks associated with “aggressive tax planning.” For more information on end of year tax planning, read our …
Education Webinar Series (December 6, 2011) T.E. Wealth held a series of three education webinars. In October, Ismo Heikkila of T.E. Wealth presented “De-Mystifying Financial Literacy,” where he shared insights on strategies and tactical behaviours that raise awareness, generate emotional engagement, develop skills, create linkages and spark action for employees to manage their financial futures …
“The New Reality for Seniors & Their Families”
On November 30, 2011 T.E. Wealth hosted a roundtable event featuring The Care Network, a group of experts dedicated to the unique issues and challenges experienced by seniors. Fifty guests attended the event, held at The Old Mill in Toronto.
Top Employers Summit 2011(November 28-29, 2011) T.E. Wealth was proud to once again sponsor the 2011 Top Employers Summit in Toronto on November 28-29, 2011. For several years now, T.E. Wealth’s Financial Education & Employer Services has been involved with the Top Employers Summit– a meeting of the Human Resource professionals from Canada’s top 100 …
Date: November 15, 2011
Time: 11:00am – 12:00pm (EST)
Topic: The Benefits of Fee-based Financial Planning
T.E Wealth was proud to participate in the 2011 Toronto ZoomerShow on October 29 and 30. Over 20,000 people passed through the doors of Toronto’s Direct Energy Centre, to take in the consumer and lifestyle expo dedicated to the boomer generation (age 45+). Representatives from T.E. Wealth connected with many of the attendees, discussing financial topics such as financial planning, wealth management and investment platforms.
On October 11, 2011, T.E. Wealth held a Twitter chat that followed the theme of the Advanced Planners Conference, held for T.E. Wealth consultants a month prior.
The lively discussion focused on the theme, “Your Best 33%” focused on the issues relating to retirement, including downsizing residences, purchasing vacation homes, including foreign property, selling a small business, as well as some of the softer issues related to retirement, aside from financial implications.
On September 20, 2011, T.E. Wealth held a one-hour Twitter chat on retirement. Topics included income considerations, potential portfolio mix changes, the difference between a defined benefit and a defined contribution pension plan, opting for CPP early and lifestyle changes during retirement to consider.
Please check our upcoming events for future Twitter chats and feel free to bring your questions and join the conversation. All chats are one hour in length.
#TETalks (virtual event on Twitter) Date: June 7,2011 Time: 11:00am – 12:00pm (EST) Topic: Estate Planning Follow us at @TE_Wealth and join the discussion by using #TETalks
