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Upcoming events

    • April 08, 2020
    • 2:00 PM - 4:00 PM

    EAPO WEBINAR SERIES

    ADDRESSING FINANCIAL VULNERABILITIES

    in the time of COVID-19:

    Coping NOW while preparing for the FUTURE

    Webinar


    Wednesday, April 8th, 2020

    2:00 pm - 4:00 pm

    The COVID-19 is creating financial challenges for everyone, but especially for older adults. Join Elder Abuse Prevention Ontario as we host an informative session with renowned international financial services professionals, Preet Banerjee and Keely Keehan and legal expert, Laura Tamblyn Watts. Learn about the economic impact of the pandemic and how to manage the financial pressures and stresses we face today.

     

    Whether you’re an older adult wanting to protect your finances, a family member or Power of Attorney entrusted with managing an older adult’s finances, working in the community health and social service sectors or running a business and experiencing a job loss or decreased income, this webinar will empower you with CLEAR STRATEGIES to cope now and provide PRACTICAL TIPS to PROTECT your FINANCES for the future. 

    EXPERT SPEAKERS

    • The Canada Emergency Response Benefit (CERB) announced by the Federal Government of Canada - eligibility, application process, and other important considerations.


    • Overview of which resources and supports are available at the provincial level, to help and where to find them.


    • How to access reputable financial professionals who have volunteered to provide pro-bono consultations to lower-income households.


    • What actions to take when you have experienced loss of income and do not have emergency funds or investments to fall back on

    PREET BANERJEE


    Founder of

    MoneyGaps

    KELLEY KEEHN

    Award-winning author &

    Personal Finance Educator

    Consumer Advocate

    FP Canada

    Kelley shares her expertise on financial issues:


    • Working with Creditors to defer payments

     

    • Checking your Credit Rating and preventing problems later

     

    • Why cashing in RRSPs or taking out Pay Day Loans are an absolute last resort

     

    • Getting help from financial professionals – Who to Consult and how to vet Service Providers

     

    • Avoiding the latest frauds and scams related to COVID-19

     

    • Avoiding the hallmark of a financial crisis – emerging Investment Scams

     

    • COVID-19 Frauds targeting Seniors 

    LAURA TAMBLYN WATTS

    President & CEO 

    • Overview of Elder Financial Abuse and it's prevalence.


    • Financial Elder Abuse and the family - Bank of Mom and Dad.


    • Primer on "Who Gets to Decide". The importance and dangers of Powers of Attorney for Property .


    • Joint accounts in the time of COVID


    • Do you need to revisit your personal Planning Documents?

    EXPERT SPEAKERS BIOGRAPHIES

    PREET BANERJEE

    www.PreetBanerjee.com


    Originally trained as a neuroscientist followed by a brief foray as an aspiring racecar driver, Preet landed in the world of finance, and now works as a consultant to the Wealth Management Industry focused on the commercial application of behavioural finance research and fin-tech.


    He has hosted a TV show on the Oprah Winfrey Network, was a financial panelist on CBC’s The National with Peter Mansbridge for seven years, and is a regular contributor to The Morning Show on Global Television.


    A columnist with The Globe and Mail, Board member for the Foundation for the Advancement of Investor Rights Canada, a University of Toronto Governor, founder of MoneyGaps, a hybrid-advisor financial technology start-up, Preet is currently pursuing a doctorate at Henley in the UK.

    KELLEY KEEHN

    www.kelleykeehn.com

    An award-winning, best-selling author of ten books on personal finance and fraud protection. Kelley has spent 12 years as a financial professional and for the past 15 years, has been on a mission as a personal finance educator to help Canadians Feel Good About Money. She currently travels across the country speaking to some of Canada’s largest corporations.


    Sought after by Canada’s largest corporations, Kelley has conducted thousands of radio and TV appearances around the globe, and is the finance educator for the MARILYN DENIS SHOW. She was a regular contributor for CNBC in New York, a nationally syndicated columnist with CBC Radio, and host of BURN MY MORTGAGE. Kelley has written many columns and published articles as a weekly columnist for The Globe and Mail, Tangerine Bank, and Meridian Credit. She’s also been quoted in O, The Oprah Magazine.

    LAURA TAMBLYN WATTS

    www.canage.ca


    Laura is a lawyer, advocate, researcher and media commentator. Her work focuses on law, aging, abuse, accessibility, law reform, governance and knowledge mobilization. She has previously served as Chief Public Policy Officer at CARP, where she authored the FACES of Canada’s Seniors: Making Canada the Best Place to Age, and as National Director of the Canadian Centre for Elder Law. She currently teaches at the University of Toronto, where she is also a Fellow of the Institute for Lifecourse and Aging. Laura is an Executive member of the Canadian Bar Association’s National Elder Law section, and a Board member of the National Initiative for Care of the Elderly. She is a Board member of the Ombudsman for Banking Services and Investments (OBSI) and a member of the Investment Funds Institute of Canada’s (IFIC) committee on Seniors and Vulnerable Investors (IFIC). She is one of two Canadian representatives on the North American Securities Administrators Association (NAASA) committee on Vulnerable Investors and a continuing member of the Ontario Securities Commission’s Task Force on Seniors. Laura is also a Board member of PACE Independent Living and Elder Abuse Prevention Ontario. 

    REGISTER FOR FREE

    After registering, you will receive a confirmation email containing information about joining the webinar.

    Elder Abuse Prevention Ontario

    www.eapon.ca

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