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The Facts of Life – Power of Attorney & Wills
by Jen Holmes in General, Uncategorized
The Facts of Life
Please join us Wednesday October 10th at the Milton Seniors Activity Centre for The Facts of Life – An Integrated Approach for Seniors
This presentation is focusing on a Legal Integrated Approach – Wills, POA’s and other important term. Presentations start at 1-2 pm.
Why it is important to work with professionals that specialize in working with Seniors…it can save time, money, stress and help ensure family harmony.
Please contact us for more information!
Milton Seniors Activity Centre
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Aging Wisely Series
by Jen Holmes in General
Please join us Saturday March 11th & Saturday March 18th for the Aging Wisely Series.
No charge seminars, complimentary lunch & cake. Presentations start at 9am.
Presented by the Partners of CARP Halton. Funded by the Government of Ontario.
Please select the link below for more information!
Read moreCan you maintain control of your life & estate?
by Jen Holmes in Uncategorized
CARP Halton presents a Seniors Real Estate Specialist, a Financial Advisor specialized in Seniors and an Estate Lawyer.
Date: Tuesday February 28th
Time: 7:00-9:00pm (Doors open at 6:30)
Location: Burlington Seniors Centre
2285 New St., Burlington
Free Admission & Refreshments
For more information please contact:
Tom Carrothers
Ph 905-319-7345
carphaltonchapter@gmail.com
The Facts Of Life Info Session
by Jen Holmes in General
The Facts Of Life Info Session
Wednesday, November 23, 2016
7 PM – 8:30 PM
Life is flying by and someone needs to be the pilot! In today’s world of kids, parents & grandparents everyone is going a mile a minute and things cost a fortune. Why not have a plan!
Come by on Nov 23 @ 7pm and meet our team. We have industry professionals discussing hot topics for Power of Attorneys, Executors and Trustees that will help make life easier.
Hosted by Nathan Kupusa & Randy Reynolds
Burlington Public Library
2331 New Street
Burlington, Ontario L7R 1J4
The Highway of Heroes Living Tribute
by Jen Holmes in General
CARP Halton Chapter Partners are participating in this wonderful fund raising project. Please take a few moments to read….
The Highway of Heroes Living Tribute
www.HOHTribute.ca
We are planting 117,000 trees, one for every fallen Canadian soldier since Confederation, along the Highway of Heroes from CFB Trenton to Toronto. CARP Halton Chapter Partners proudly support this Historic Living Tribute. Join us in honouring all those brave men and women who have made such a vital contribution to our way of life.
Make YOUR contribution to this living breathing memorial. Visit http://hohtribute.ca/carphalton/ & follow the instructions to use the CARP-Halton promo code.
100% of every dollar donated to this historic Living Tribute goes to purchase, plant and maintain trees.
Read moreWhat does unbiased advice mean to you?
by Jen Holmes in Financial
As a Canadian, we are often confronted with many different options in life. From what type of care we buy to what mortgage do I need or what kind of investment is good for me. First, let’s start out and get to the root of what the definition of “unbiased” means. Webster’s dictionary defines it as “free from all prejudice and
favoritism”.
Federal Budget Impacts Investment Taxation
by Jen Holmes in Financial
The recent Federal Budget included measures to close a favorable tax rule for investors in investment accounts or through corporations, trusts and holding companies, who have proposed rules to curb the tax advantages of “corporate class” mutual fund shares.
Corporate class funds are organized as “switch funds” that offer different types of asset exposure such as Canadian equities, global equities, and various types of bond funds and other investment categories. Each fund is set up as a separate class of shares within the same mutual fund corporation, which allows investors to take profits in one type of fund or switch for other tactical reasons without triggering a disposition for tax purposes.
Read more“Seniors are given so many drugs, it’s madness”
by Jen Holmes in General
This proved to be a very interesting read. Do you know what each medication does? What the side effects are?
Don’t be afraid to ask questions!
http://www.theglobeandmail.com/opinion/seniors-are-given-so-many-drugs-its-madness/article29061583/
Read moreHighway of Heroes Tribute
by Jen Holmes in General
Please take the time to visit www.HOHTribute.ca a cause that is very close to our heart!
The Highway of Heroes Tribute
We are planting 117,000 trees, one for every fallen Canadian soldier since Confederation, along the Highway of Heroes, from CFB Trenton to Toronto. Be a part of this historic Living Tribute by donating, volunteering and sharing about us.
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Multiplying Generosity
by Infoglobe in General
Marlena McCarthy (a professional fundraising writer) and her husband Jack Bergmans, (a certified financial planner) want fundraisers to understand the many benefits of using insurance as a tool for philanthropic giving.
Through their company, Bequest Insurance, McCarthy and Bergmans have spoken to countless fundraisers and financial planners about how to integrate insurance products into gift planning to its greatest advantage. In Multiplying Generosity: Creatively using insurance to increase legacy gifts they explore this topic in-depth and translate “insurance-ese” into everyday language.
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