Feller Financial Group provides our business clients with seminars we believe would be helpful information for your employees. When you think about it, a good employee is married with kids and trying to build the future. We help by providing short seminars on how insurance and financial planning work. Should clients want more information, we set up individual meetings with them outside work. We post a sheet in your lunchroom, ask your employees to sign up on the topics they are interested in and that way only the information they want is provided.
These are some of seminars we have available at no cost to you:
Will I have enough to retire?
This topic is normally top of the list, young or old. They want to know how much to put away, what benefits are available, Canada Pension Plan (CPP), Old Age Security (OAS)? How much will they provide?
What’s a Spousal RRSP?
Again, very popular. A lot of people have never looked at putting funds in their spouse’s name to offset taxation in retirement. These plans allow the highest wage earner to write it off and pay less tax down the road.
Can I really beat the tax man?
In the long run, the taxman generally gets the last kick at the can. Some products bypass probate and estate fees, have creditor protection and offer guarantees that most other investment products don’t. If we use life insurance to beat the tax man, it costs pennies on the dollar to beat the tax man in the end.
Tax-Free Savings Accounts, RRSPs, RESPs what do they all do?
Good questions. By using a combination of plans, we can maximize tax free earnings, achieve higher tax refunds and fund a child’s education with up to 40% grants from the government. Most people don’t know what options are available, we explain in plain English, on pen and paper, how investments work.
