Just as I published tipsheets some time back, I am going to prepare some considerations for business owners and executives. I’ve been sketching my ideas to share, but I also wonder what you are concerned about. If you think of personal financial security, or risk management, what questions or concerns do you have? Is there [...]
Thursday, December 18, 2008
Creating an online Money Management seminar is something I have been thinking of for some time, and I think that now is the time to move ahead. I would, however, appreciate a little input. Here’s what I have in mind as an initial session. Participants would be led through a process to identify their cash [...]
Filed in Budgeting, Finances for Women, Financial Planning, Insurance, Investment Planning, Uncategorized
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Also tagged cash flow, Edmonton, group benefits, income protection, inventory, money management, net worth, Reflections on Wealth, RRSP, seminar, Tax Free Savings Account, Tony Ratcliffe
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Tuesday, December 9, 2008
There are four questions that I like to pose. For most, the answers should lead to the conclusion that a discussion of Living Benefits with your insurance advisor is in order. Here they are: 1. Do you know someone who has had cancer, a heart attack, or a stroke, or another serious health condition? 2. Did he or she plan [...]
“Due to the astuteness & foresight of the Founder this Business will go on forever!” This was the last slide in the presentation of Gordon Wusyk of The Business Family Centre, Predictable Futures Inc. Gordon was speaking to the Connections 4 Business meeting of the Edmonton Chamber of Commerce this morning. Gordon enlightened the audience [...]
Continuing education is so important in the insurance and financial services industry. This morning, I attended a session on Uncomplicating Compliance, presented by Advocis, The Financial Advisors Association of Canada. This was a good review of the practices already followed. A lot is based on the requirements to know our clients and to ensure the suitability [...]
My second tip in 10 Tips for Women About Money is to create a household inventory. I ask you to create the list plus have back up support for it. The back up is going to be whatever receipts you can find, warranty documents, and photographs or videos of the items. We are doing this [...]
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