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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.

Use password kK+Q+WF3 to access the recording.
June 12, 2024 at 12:00 pm
and 3:00 pm
Cottage and Cabin Succession For both parents and children, the family getaway is as much about emotion as it is bricks and mortar. We'll look at interpersonal, tax & legal challenges, and consider transfer options that can help protect family wealth and preserve family harmony.
Use password DF4y*U56 to access the recording.
September 11, 2024 at 12:00 pm
and 3:00 pm
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. Check back for the link to register closer to the webinar date.
October 30, 2024 at 12:00 pm
and 3:00 pm
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. Check back for the link to register closer to the webinar date.
November 13, 2024 at 12:00 pm
and 3:00 pm
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. Check back for the link to register closer to the webinar date.

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!