Financial Literacy for Mature Adults @ Home
Time & Location
About the Workshop
Join us in this Financial Literacy workshop designed for anyone who wants to take charge and feel more knowledgeable and empowered about money and investing. In this informal and interactive discussion you will be encouraged to explore your money motto and gain valuable insight as to how to preserve and grow your personal wealth.
You will get answers to some practical questions such as the following:
1. What is the difference between a TFSA and RRSP/
2. What are the differences between a RIF and a LIF?
3. What are the differences between Mutual Funds, Segregated Funds and Exchange Traded Funds?
4. How do I choose the right financial professional?
Class size is limited so Linda can answer as many questions as possible.
About our Host:
Our host, Linda Odnokon, will draw on her personal experience and observations from years of working on the front line as a client relationship manager with investors from all walks of life.
Linda has almost 20 years of experience working alongside financial advisors, planners and portfolio managers. Most recently she was licensed as an Investment Advisor and was an associate to a portfolio manager for almost 10 years with a full- service brokerage firm on Bay Street. After being downsized in December of 2018 and then loosing her spouse to cancer in 2019 she has turned her experience of loss and grief into a passion for helping others with personal financial matters and life transitions. She completed the Canadian Securities Course and the Conduct and Practices Handbook in 2008 and has been licensed in the province of Ontario to advise on life insurance strategies such as annuities, living benefits and group savings plans since 2001.
Accessibility Level: Easy. This workshop can be accessed online through our Boomerang at Home online feature. This is a video conference experience that can be accessed via Mobile, iPad, and Computer devices.
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