Financial Planning and Managing Risk MS Oshawa April 6, 2016

MS Canada - Durham Regional Chapter

Financial Planning and Managing Risk

April 6, 2016

You’ll learn how to build a strong foundation for making sound financial decisions for creating wealth. We’ll discuss how to protect you and your family by managing your financial risks, how to make wise investment strategies with the right product, and you will gain the ability to implement necessary changes to take you from “where you are to a stronger financial position!”

You will also learn about how Insurance is a great Protection Tool to offset risk. This workshop will help you select the right insurance product for your unique situation, whether it be guarding against financial loss brought on by a premature passing, offset loss of income, reduce or eliminate debt, or to ensure your wishes are fulfilled. Non medical insurance will be also explained to assist people with disabilities.                             

Vaughan & Associates has worked with MS over the last 4 years.

They provide educational presentations about The Families Affected by Disabilities (FAD) Program that include:

  • Government Programs with the Disability Tax Credits, and the Registered Disability Savings Plan (RDSP),
  • Risk Management – Looking after what could go wrong,
  • Financial and Legal – Estate Planning
  • Wills, Power of Attorney, Trusts
  • Tax Planning

The Families Affected by Disability (FAD) program has assisted many families connected with MS and other Associations. This presentation is designed to provide you and your family insight to avenues you can pursue to further assist yourself.

DETAILS

Simcoe Estates

333 Simcoe ST. N. Oshawa ON L1G 4T2

Wednesday, April 6, 2016  7:00 – 8:30 PM..

PRESENTER ~ Bob Vaughan

Bob Vaughan - headshot

Bob has been in the financial service industry for 29 years and presents these free workshops, hosted by organizations such as, MS Society of Canada Chapters, Canadian Mental Health Association, and Community Care Access Centres.

The series provides solutions and product education on topics that include saving, investing, insurance, mortgages, government disability tax credit & the registered disability savings plan, among others.

Email Bob directly at:  bobvaughan@vaughanandassociates.ca

 

To Register, please contact:

Debbie Hunter, Programs and Services Coordinator

Durham Regional Chapter, MS Society of Canada

905-626-8654  or  debbie.hunter@mssociety.ca

This Event is hosted by:
MS Canada - Durham Regional Chapter

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