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Financial Forum:
Surviving and Thriving in Tough Economic Times

Sunday, February 7th, 2010
10:00 a.m. - 2:00 p.m. (tea and networking at 9:30 a.m.)

The matters of Money are perpetually in one way or another, on each and every one of our minds. Investing for the future, saving for our children's education, and wishing we could miraculously escape the clutches of debt are concerns that unite us all.

If dealing with all of these wasn't enough of a challenge, we have a turbulent economic environment to contend with. How do we invest our money and manage our debt in tough economic times like these?

The Economic Planning Board for Ontario is pleased to offer a Financial Forum on "Surviving and Thriving in Tough Economic Times", a unique forum featuring a keynote industrial expert speaker, as well as supplementary discussions on Credit Management, RRSPs, Tax-Free Savings Accounts (TFSAs) and other investment and saving vehicles. Targeted towards young couples, professionals, individuals starting to invest and jamati members new to the country.

The day will begin with a keynote address, followed by a breakout sessions on the following topics. Attendees will have an option to attend one or all of the breakout sessions.

The road to financial fitness-Managing your Credit and Debt

Key Learning Objectives:
  • Knowing, managing and improving your credit rating
  • Establishing a Budgeting and Debt Management Plan
  • How to consolidate your Debt to focus on being Debt free

The ABC's of investing

Key Learning Objectives:
  • Difference between GIC's, Stocks and Mutual Funds
  • How to invest in stocks and Mutual Funds
  • How to evaluate a stock

It's never too early to plan for retirement

Key Learning Objectives:
  • What is Registered Retirement Savings Plan (RRSP)
  • Types of RRSP
  • Contribution limits
  • When and how to withdraw funds
  • How to minimize your taxes

Tax-Free Savings Accounts (TFSA)

Key Learning Objectives:
  • What is a Tax-Free Savings Account (TFSA)
  • Contribution limits
  • TFSA vs. RRSP

Registration is required; please click here to register. A nominal fee will be charged to cover the cost of materials and refreshments.

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