Archive for category: OTIP

Between preparing lesson plans to participating in extracurricular activities, it can be hard to find the time to learn about your personal finances.

But financial planning is essential to your long-term well-being, and with proper planning, you can reach your financial goals in the most efficient way possible.

Here are a few key things you should know about financial planning and taxes ahead of the RRSP and tax deadlines: https://bit.ly/40U4XjM.

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Maximize your investments this RRSP season.

Open a new RRSP, TFSA, FHSA, or non-registered account and get $100*!

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Educators Financial Group has been offering financial planning and a wide selection of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled them to become the education community’s financial specialist — empowering educators to achieve their financial goals. Book your complimentary consultation today: https://bit.ly/4hfk3Ga.

Welcome to Financial Literacy Month!

Talking about money can be tough, but it doesn’t have to be. This November, we’re embracing the theme “Money on your Mind. Talk about it!” to help break the stigma around financial conversations.

Whether you’re dealing with personal debt, budgeting for the future, or just curious about how to make your money work harder, Educators Financial Group can support you every step of the way.

Here are three ways you can learn with Educators Financial Group this Financial Literacy Month:

1. Fast-track your financial literacy by signing up for a free 5-day mini course. In this 5-part email series, you’ll learn how to manage your debt, build a successful financial plan, maximize your money through tax-saving strategies, and more. Plus, when you sign up during Financial Literacy Month, you’ll automatically be entered to win 1 of 5 $50 gift cards.
   
   
2. Get your questions answered by an Educators Financial Advisor. Book a call with an Educators Financial Advisor to discuss your finances and create a plan that works for you.
   
   
3. Attend a new lineup of webinars:
   1. Financial Planning in your Early and Mid Career on Nov 12, 5:00pm – 6:15pm
   1. Investing – Empowering You to Make the Right Choices on Nov 18, 7:00pm – 8:15pm
   1. Financial Empowerment – Securing Your Legacy on Nov 26, 4:30pm – 5:45pm

Ready to take control of your finances? Book a call with an Educators Financial Advisor and get personalized advice tailored to your needs. Let’s talk about money!

Pay grids. Pension contributions. Deferred leaves. These are all factors unique to education members.And each of these factors plays an important role when it comes to your overall financial journey.

This month, take time to empower yourself and invest in your own financial wellbeing. By being financially literate, you can better manage life events such as buying your first home, having a child, or retiring early.

Check out these upcoming events and educational resources to help strengthen your financial literacy and make more informed decisions about your money:

• NEW First Home Savings Account (FHSA) resources:
  • FHSA 101 on-demand webinar: https://bit.ly/3QbbJea
  • A step-by-step guide: Using a First Home Savings Account to help you save for your first home: https://bit.ly/46LwILJ
• Walk into Retirement with a Plan – sign up for upcoming workshops and webinars in collaboration with OTIP: https://otip.my.salesforce-sites.com/wrpen/
• Financial literacy newsletter – get educator-specific tips and resources straight to your inbox every month, plus your chance to win a $50 gift card: https://bit.ly/3Q6ptqK

Brought to you by Educators Financial Group.

Thinking about buying your first home? Good news. The new Tax-Free First Home Savings Account (FHSA), designed to help qualifying first-time home buyers save for their home, is here. So, how exactly does this new account work and how can education members leverage it to save for their first home?

Read on to learn more about the FHSA and why you should consider opening an FHSA, even if you’re unsure about buying a home: https://bit.ly/41YyS7T. Brought to you by Educators Financial Group.