Just a reminder of our Spring Forum which takes place next Thursday afternoon. Please plan to attend if you can and bring your partner if you would like – we have an excellent panel and it should be an interesting discussion and an opportunity to ask questions if you have them.
“Your Money Matters” – UGRA Spring Forum
Please mark the afternoon of Apr. 14th on your calendars and plan to attend the UGRA spring forum at the U of G Arboretum Centre. There will be refreshments and an opportunity to socialize beginning at 1:15, followed by a panel presentation on a range of financial literacy topics beginning at 2:00.
The expert panel features a lawyer, accountant and a banker. Confirmed speakers are: Michael McCutcheon, CPA and senior manager, accompanied by Ankur Chawla, CPA with RLB in Guelph; Robin-Lee Norris, senior partner in the Guelph office of Miller Thomson; and Neil Dubuc, Manager Financial Services at TD Canada Trust in Guelph.
The panel will discuss important financial issues specific to seniors and retirees including tax planning, government benefits, life changes, estate planning, probate legislation, preventing fraud and identity theft, and guarding against financial abuse. There will be time allotted for questions and answers.