Get up to date information on how to navigate your own personal financial situation given the current crisis.

UPotential ZOOM Series

Financial LIVE Webinar | EI-COVID-19 How To Apply for Pandemic Support

For this session, the discussion will focus on stabilizing your financial situation during this crisis by looking at the new and enhanced federal income supports that have been developed in response to the pandemic.

Date/Time: April 14th, 2020 @ 12:00PM EST – *SESSION RECORDED BELOW*


*This recording is for information purposes only and is not intended as financial advice or as an offer or recommendation of securities or other financial products. You should obtain independent financial advice that addresses your particular investment objectives, needs and financial situation before making investment decisions. Information is current as of the date of the recording and can change without notice. UPotential does not guarantee the accuracy of information in this recording at any particular time.*

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Topics included:

  • Canada Emergency Response Benefit (CERB)
  • Enhanced GST Rebate
  • Enhanced Child Care Benefit
  • Employment Insurance (EI)
  • Relief for Borrowers
  • Relief for Tax Reporting

 

UPotential Video Series

Personal Financial Planning Throughout Your Life

Paying down student loans, saving for downpayments, raising children, caring for elderly parents, paying off mortgages, planning for retirement…oh my

Some of these goals can seem down-right overwhelming and can make you want to toss aside your unopened credit card bill. Wouldn’t it be great to understand how to approach these goals while still eking out an enjoyable and comfortable standard of living?

VIDEO LINK: PERSONAL FINANCIAL PLANNING THROUGHOUT YOUR LIFE

Topics will include:

  • Creating a Sustainable Standard of Living for Life
  • Debt is a “Four Letter Word”
  • Preparing for Life’s Challenges

Money Management: The In’s and Out’s of Budgeting

“Watch the pennies and the dollars will take care of themselves.” More than just a cliche, money management is the single most powerful planning tool at your disposal. The moral is simple – live within your means. But do you really know where your money is going? 

This seminar will focus on strategies that will help you to become disciplined about spending and saving – making certain that you can reach your financial goals.

VIDEO LINK: MONEY MANAGEMENT: THE IN’S AND OUT’S OF BUDGETING

Topics will include: 

  • Coming to terms with your true spending habits
  • The true costs of what you spend
  • Laying the framework to make sure that you can handle life’s challenges

 

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