Event List & Info

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We believe that financial wellness is a personal journey. Our workshops and seminars are all geared towards helping people and families feel inspired about their financial journey.

“Exceeded our expectations” – “Inspiring” – “Informative” – “Enjoyable” …are just some of the words used to describe the interactive seminars and workshops, hosted by our Award-winning team of Family Wealth Coaches.

To learn about our upcoming financial seminars:

  • click the buttons below for more details, or check out our calendar
  • once you see something you like, simply register online or get in touch for more details

Our seminars and workshops are currently on hold as we refine our offerings for an even better experience. Stay tuned for updates!

Employees of DOFASCO’s Pension Workshops

DOFASCO Fund/Pension Workshops

We offer employees of DOFASCO a workshop on the intricacies of their unique pension program. Over 10-years thousands of Dofasco employees have received practical and valuable information to assist them with retirement planning.  Our DOFASCO workshops are run quarterly and scheduled to accommodate all work schedules. 

Our presenter is a DOFASCO Pension Program Specialist and Retirement Specialists, and is thoroughly familiar with the complexities of the Dofasco pension system, including the Fund, Fund 2, SRIP, DCPP, DPSP, MVA and Retirement Allowance. 

Who should attend? 

This 90-minute workshop was developed for those planning to retire from Dofasco who want to understand their pension and their options.  Attendees leave equipped to make informed decisions that will help them to enjoy a remarkable retirement.

Presentation topics include

  • Expert advice on a remarkable retirement from ArcelorMittal Dofasco
  • Introducing NEW Solutions for Fund Members
  • Income and Tax Strategies
  • And more…

Visit our calendar of events to attend one of our FREE Seminars, or call for a private appointment with a Family Wealth Adviser

Subscribe to our mailing list to receive notices on upcoming seminars and events.

Family Estate Planning Seminar

Family Estate Planning Workshops

Our 60-minute seminars are for families looking to preserve and protect their retirement plan and their estate.  We will walk you through the risks, common mistakes people make, and a process on how to make sure you have a safety net to protect your estate for your family.

Our guest speakers are tax and estate planning experts.  Join us for a 1-hour long lunch & learn. It could be the most valuable hour you have ever spent.

Presentation topics include

  • Introducing Estate Planning
  • How to keep the family cottage in the family
  • Risks facing your retirement plan and your estate
  • And more…

Who should attend? 

This workshop is ideal for families and Executors who want an understanding of estate planning options, and want to be equipped to make the choices needed for themselves and their loved ones.

Visit our calendar of events to attend one of our FREE Seminars, or call for a private appointment with a Family Wealth Adviser.

Subscribe to our mailing list to receive notices on upcoming seminars and events.

Note: Estate Planning Implementation may require additional input from a legal advisor, accountant and/or other tax professional.

Bottom Line of Retirement Income Seminar

The Bottom Line of Retirement Income Workshops

This popular and informative 60-minute workshop was developed for retirees and families who want an understanding of retirement income sources and strategies to minimize tax, and want to be equipped to make the choices needed for themselves and their loved ones.

Our guest speakers are tax and estate planning experts. Join us for a 1-hour long lunch & learn. It could be the most valuable hour you have ever spent.

Presentation topics include

  • Fight the claw backs – reduce line 234 on your tax return
  • Uncovering the Canada Pension Plan mystery
  • Opportunities for Pension Income Splitting/Sharing
  • And more…

Who should attend? 

This workshop was developed for retirees and families who want an understanding of the impact taxes have on retirement income, and want to be equipped to make the choices needed to minimize taxable investment income and take maximum advantage of tax-deferral strategies.

Visit our calendar of events to attend one of our FREE Seminars, or call for a private appointment with a Family Wealth Adviser.

Subscribe to our mailing list to receive notices on upcoming seminars and events.