Workshop: Aging Gracefully: Prudent Probate Planning and Better Banking

Date: Saturday April 17th

Time: 10:30am – 12:00pm

Place: Scotia Tower, 650 West Georgia at Seymour, 11th floor

Fee: Complementary

Register: online / call or email

Description:

Please join us for an informative and informal session to talk about practical ways in which you can ease your stress in caring for your aging parents. We’ll answer such questions as:

• How far should I go to save 1.4% in probate fees?
• Joint ownership of assets: what are the myths, costs, benefits, and disadvantages?
• Is there a way I can reduce the chances of fraud and vulnerabilities for my aging parents?

Facilitators:

Sally Dennis, Partner, Farris, Vaughan, Wills & Murphy LLP
Christie Walker, Senior Account Manager, Scotia Private Client Group

Upcoming Seminars will be announced here and in my newsletters. To receive this information directly, join my mailing list.

Workshop: Dealing with a Difficult Employee?

Date: Thursday January 28th, 2010

Time: 7pm

Place: Scotia Tower, 650 West Georgia at Seymour

Fee: Complementary

Register: online / call or email

Description:

Take a light-hearted look at the way you communicate and relate to others—whether your challenges are with colleagues, assistants, or people in general

This session will help you understand a little more about your own style and why certain types of people can drive you crazy or come together to make projects, teams, and interpersonal relationships hum. We will look at how to work more effectively with those of whom we ask, "Why can't you be more like me?" It will provide a great introduction for those of you charged with responsibility for others.

Facilitator:

Jane Durant, a dynamic and insightful workshop leader, consultant and coach specializing in being an effective supervisor, building teams and running better meetings, will guide us through this fast-paced and fun session.

Workshop: Ten Things You Need to Know About Investing

Date: Tuesday September 22nd, 2009

Time: 5:30pm – 7pm

Place: UBC Old Barn Community Centre; 6308 Thunderbird Blvd

Fee: Complementary

Register: online / call or email

Facilitator:

• Heather Holden, PhD
• Wealth Advisor at ScotiaMcLeod
• Chartered Financial Analyst (CFA) candidate
• Past Chair, Vancouver Park Board
• Board Member, The Nature Trust of BC and Big Sisters of BC Lower Mainland

What We’ll Do:

• Expect a lively discussion of ten significant investment terms and concepts
• Plan to walk away from this workshop with an improved understanding of the best investment decisions for your situation

Who Should Attend:

• If you have financial goals and would like to better-understand your choices
• If you’d like to become a more savvy investor and take advantage of current market opportunities
• If you’ve had a recent change in your life and are interested in a fresh start
  
  

Workshop: Life Coach Margaret Page: Your Passions! Your Goals! Your Future! 

Date: Thursday September 24th, 2009

Time: 5:30 pm – 6:45 pm

Place: The Scotia Tower; 650 West Georgia at Seymour

Fee: Complementary

Register: online / call or email

Description:

This dynamic workshop will be of interest to people who are thinking about what their next great accomplishment is going to be. It’s for people who want to create a better quality of life, boost their confidence, and gain clarity.

We’ll discuss simple strategies to set goals and achieve the things that you really want. We’ll bring a sense of fun, purpose, and inspiration back to goal setting!

Facilitator:

Margaret Page is a Professional Life and Business Coach, who guides individuals along the path to success, providing the encouragement and support they need to reach their full potential and live a life less ordinary. For Margaret, it's about helping to clarify goals, create new possibilities, and turn dreams and aspirations into reality.

Workshop: Keys to Building a Better Investment Committee

Date: Saturday September 26th, 2009

Time: 9am – 11:30am

Place: Scotia Tower, 650 West Georgia St. at Seymour

Fee: Complementary

Register: online / call or email

Description:

• Expect a lively discussion of issues that are key to the success for any endowment or investment account, regardless of size such as committee structure and terms of reference; documentation of the rationale on which decisions will be made; mission-appropriate investment processes and policies; and clear links between risk tolerance and asset allocation
• Plan to walk away from this workshop motivated and conscious of where to focus your energies to make significant improvements to your organization

Who Should Attend:

• Organizations taking their first steps towards formalizing their approach to managing their investment policies
• Organizations taking a healthy second look at their historical approach with an eye to making changes based on current best practices
• Individual board members or prospective boards members seeking personal and professional development that will enable them to productively contribute to the boards on which they serve

What We’ll Cover:

• Essential elements of an Investment Committee Terms of Reference
• Linking objectives of the Investment Policy Statement with spending policies
• Issues of responsible investing and mission-based investing

Facilitator:

• Heather Holden, PhD
• Wealth Advisor at ScotiaMcLeod with a focus on managing investment accounts and endowments for charitable organizations and not for profit entities
• Past Chair of the Vancouver Park Board; current Chair of the Fundraising Committee of the Nature Trust of BC; Board Member of the Big Sisters of BC Lower Mainland; Past Executive Director of an environmental not-for-profit

Workshop: Your Passions, Your Goals, Your Future!

Date: Thursday July 23rd, 2009 

Time: 7pm – 9pm

Place: Scotia Tower, 650 West Georgia St. at Seymour

Fee: Complementary 

Register Now: call or email

Join Life Coach Margaret Page and Wealth Advisor Heather Holden for a fast-paced, interactive workshop to learn strategies and tools to turn your wishes into reality.

Are you living life on your terms? Is everything on track? What about your finances?

Do you have the peace of mind and sense of direction that comes with a solid plan?

If your life feels uncertain or uninspired, it’s time to reignite your ability to shape your goals and finances

Who Should Attend: 

• If you have a strong sense of where you want to go, but are unsure of how to get there
  
• If you want to create a better quality of life with an investment strategy that’s in line with your life goals
  
• If you need a boost of confidence and clarity with respect to your life and finances
  
• If you want more control over your finances, your life and yourself

What We'll Do:

• Learn how to set ‘right-for-you’ goals
  
• Discuss simple strategies to set goals and achieve the things that you really want
  
• Explore the significance of common practical investment terminology to boost your confidence
  
• Bring a sense of fun, purpose and inspiration back to goal-setting and investing

• If you have money to invest and could benefit from a better understanding of your options
• If you’d like to become a more savvy investor and take control of your finances
• If you’ve had a recent change in your life and are interested in a fresh start

• Definitions and significance of common practical investment terminology
• A logical process for creating your own investment strategy
• The basics – for example the difference between common shares, preferred shares, corporate bonds, and Exchange Traded Funds and how to decide what’s best for your situation
• How to have fun and really enjoy investing!

• If you've had a recent change in your life and you're unsure about your future
• If you'd enjoy professional and personal development to gain determined focus on your goals
• If you're lacking confidence in your investment strategy and want to gain control of your finances

• Goal-setting exercises with strategies for follow-up actions including identifying challenges and barriers
• Explore your behavioural finance tendencies leading to articulation of investment needs, timelines and goals
• Create draft investment strategy in line with goals

• The Sandwich Generation: children of aging parents who are also raising their own families as well as working full time
• Those concerned about the vulnerability of their parents and their wealth
• Those caring for their aging parents and feeling distressed over the time and energy required as well as the interpersonal pressures of negotiating transitions with their parents

• Use of home care options to preserve your relationship with your parents-from assistance with personal care to domestic support to companionship
• Resources to help you research where to go for help-from after school care for your kids to stress management for yourself and your spouse to community socialization for your parent
• Reducing a parent's vulnerability to financial 'predators' through banking and legal measures
• Arranging for anticipated loss of capacity within legal, financial and personal/health context