Events

Do you have a will? A will protects your assets and your family. Yet about half of us don’t have a will or a power of attorney. In this informative WELLbinar you will find out what happens when you die without a will, what a power of attorney is and why we need one, how to minimize taxes at death and much more. This WELLbinar is best suited to anyone who wants to understand how to protect their assets and family as part of their overall financial plan.

Language offered: English

Do you have a will? A will protects your assets and your family. Yet about half of us don’t have a will or a power of attorney. In this informative WELLbinar you will find out what happens when you die without a will, what a power of attorney is and why we need one, how to minimize taxes at death and much more. This WELLbinar is best suited to anyone who wants to understand how to protect their assets and family as part of their overall financial plan.

Language offered: French

Are your spending habits getting in the way of saving for the future? This WELLbinar examines the psychology behind why people save vs. why they spend. You’ll learn to identify non-productive financial patterns and imagine a compelling financial future that will motivate you to change your spending habits.

Language offered: English

Are your spending habits getting in the way of saving for the future? This WELLbinar examines the psychology behind why people save vs. why they spend. You’ll learn to identify non-productive financial patterns and imagine a compelling financial future that will motivate you to change your spending habits.

Languages offered: English, French, Spanish, Portuguese

Maybe you've fallen a bit off track with your 2023 life goals, or maybe you're just now ready to set some goals and take action. Join Meghan Bachman of Bach&Forth for a guided holistic reflection and goal revamp, in which you'll gain some perspective on what's working in your life right now and what's not. You'll leave this session equipped with small but life changing tools for being and feeling more productive and accomplished with your life goals.

Language offered: English

Have you ever wondered how much retirement may cost or where your retirement income is going to come from? This session will introduce you to retirement planning and explore different ways of growing your retirement savings.

Language offered: French

Have you ever wondered how much retirement may cost or where your retirement income is going to come from? This session will introduce you to retirement planning and explore different ways of growing your retirement savings.

Language offered: English