Date/Time
Date(s) - 23/11/2020
12:00 pm - 1:00 pm

Do you know how to file your own taxes? Did you know you have to do a tax return even after you pass away? Have you ever given thought to what happens with your assets and liabilities once you’re gone? Can you or your loved ones find the right paperwork if there’s an emergency? If any of these questions resonate with you then this session will help get you started in the right direction.

The benefits to organizing your finances are significant – this means getting your financial house in order before and after your death to make things easier for your loved ones.

Join us for an interactive and informative session on Taxes and Estate Planning. By the end of the session, you’ll be able to:

• Implement a 4-step plan to organize your finances and be able to quickly find the paperwork you need
• Understand the basics of personal taxes
• Know the importance of keeping accurate and up-to-date records of your tax history
• Understand the penalties associated with filing late or owing taxes to the government
• Articulate the different types of insurance
• Define what’s important to you, your family, and your estate to protect through insurance
• Create an “In the Event of an Emergency” document for your family which can include instructions outlining your
  • Health Care Directive
  • Power of Attorney
  • Funeral Arrangements
  • Will
• Define the purpose of an executor in your will and what they are responsible for
• Take the next step and create your own estate plan

This one-hour informative workshop, facilitated by Amanda Martin of Credit Counselling Society, will take a “grab and go” approach – grab an idea or two and go try it.  All participants will walk away with ideas, resources and the full curriculum upon request.

Register for Taxes and Estate Planning.