Discover, Empower, Act - A Series of Workshops and Discussions on Issues That Will Impact You. For Our Workshops Specifcally for Business Owners Visit Here.

We are pleased to announce our upcoming workshop schedule. These free information sessions are held at the offices of Erb and Erb Insurance Brokers Ltd. at 30 Queen Street North Kitchener on the dates and times indicated below. Please call us to register for the workshop(s) at 519.579.4270, 800.265.2634 or email us at workshops@erb-erb.com

 

2016 Fall Sessions

Estate Planning 101

Designed for anyone who has ever wondered what estate planning is and why should I bother doing it. We will explain what it is (more than just a will), and how to accomplish this critical planning.

Workshop presented by:
Tom Kaufman & Mike Onotsky

September 29: 2:00 pm - 3:00 pm Register

Leaving a Legacy

We explore several options that grandparents have to leave a financial legacy that will provide tax advantages and a lasting legacy of financial security to grandchildren.

Workshop presented by:
Tom Kaufman & Mike Onotsky

October 13: 3:30 to 4:30 pm Register
November 24: 2:00 to 3:00 pm Register

Power of Attorney

This workshop explains how power of attorney, for both property and health, should and should not be prepared. You will gain a better grasp of who will be making decisions for you when you cannot, what it will cost and how you can avoid common pitfalls.

Workshop presented by:
Jim Kibble & Mike Onotsky

To be Scheduled

Dual Will Strategy

The Ontario government introduced changes to estate administration in 2015 that means that “best practices” inestate planning now suggest having two wills rather than one for most people. We explain the what, how and why and the cost to set it up.

Workshop presented by:
Jim Kibble & Mike Onotsky

November 10: 3:30 pm - 4:30 pm Register

Planned Giving

It is true that a charitable gift from one person can improve the lives of many. In this workshop we explore the various ways that can be considered for leaving a bequest now or through your estate. We will also look at how a planned gift results in “giving more with less."

Workshop presented by:
Tom Kaufman & Mike Onotsky

November 10: 2:00 pm - 3:00 pm Register

Money-Smart Millennials

This workshop is designed to equip, educate and inspire. Join as we discuss what 18-25 year olds need to become self-sufficient in day to day money matters. From banking, investing, & insurance to strategies around saving for the future, moving out on their own, and monthly budgeting.

Workshop presented by:
Mike Onotsky

October 13: 2:00 pm - 3:00 pm Register
November 24: 3:30 pm - 4:30 pm Register

Elder Care

This workshop will be helpful for anyone who is, or may be, providing care to seniors as they progress from independent living through to nursing home care and on to end of life care. We will share a map of the community resources that you can keep and use.

Workshop presented by:
Jim Kibble

October 27: 3:30 pm - 4:30 pm Register

Women Taking Charge

This workshop for women will explain why you should take charge of your financial future today. We will empower you with the knowledge to get involved in important financial decisions and conversations that align with your goals and values.

Workshop presented by:
Wendy Shantz & Mary Scully

September 29: 3:30 pm - 4:30 pm Register
October 27: 2:00 pm - 3:00 pm Register


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