Events

Check Out Our Upcoming Events

We regularly hosts events and webinars related to financial advice. If you’re looking to learn about a specific topic, check our upcoming events or explore our previously recorded events below.

Sarnia Student Seminar – 2024

SMART STUDENTS START WITH A PLAN
Seminar for students and their parents. Libro Credit Union invites you to an in-person seminar for students (and their parents). Learn how to prepare yourself financially for the next step in your life, so you can enjoy the experience and not worry about your finances. We’ll talk about OSAP tips, post-secondary grants, budgeting and more!

Location: Sarnia Branch Boardroom – 1315 Exmouth St. Sarnia
Date: April 25, 2024 – 6-7:30pm

Register Now

Check out our past events

Year End Tax Tips

Year End Tax Tips

If you’re seeking tax saving opportunities, relevant to both the time of year and the stage in your life, join us for a 60-minute webinar with tax expert Doug Carroll. Doug will share 23 tax tips for you to consider before year-end that will help keep your finances on track in 2024.

Here is a resource from the event:

Year-end tax tips 2023

 

We are proud to host this special event in partnership with Aviso Wealth.

Principled Tax-Sheltered Savings: Leverage the best savings option with RRSPs, TFSAs, & FHSAs

Principled Tax-Sheltered Savings: Leverage the best savings option with RRSPs, TFSAs, & FHSAs

Tuesday, November 7, 2023  from: 12pm-1pm

Since its introduction in 2009, the TFSA has proven itself a powerful tool for bettering our financial lives. However, when it comes to retirement savings, the RRSP should be the default choice for most of us. And, what about this new First Home Savings Account, or FHSA?  
 
Join us for a free webinar from 12pm-1pm on Tuesday, November 7th where Libro’s VP of Wealth, Paul McQueen and tax expert of Aviso Wealth Doug Carroll will help you understand the differences in these accounts, and some important things to consider to help you decide what’s best for you. 

Watch Now

Here is a list of resources from the event:

RRSP – Registered Retirement Savings Plan

RRSP or TFSA

TFSA – Tax-Free Savings Account

Life insurance strategies for your business

Entrepreneurial Risk Management: Life insurance strategies for your business

True entrepreneurs embrace risk. They assess it, manage it and overcome it. But none of us are infallible, nor invincible. That’s why life insurance is such an important tool to protect the family and assure business continuity. More than that, it can open up business financing, and offer tax advantages unlike any other financial tool.

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Disability Income Support Webinar

Disability Income Support Webinar

Navigating the complexities of disability income support can be confusing for many. Whether you, a family member or a friend has a disability, it is important to understand the abundance of available resources and options – especially those designed to relieve the financial obligations and expenses.

To help guide you toward a deeper understanding of these solutions, we invite you to join us for a conversation featuring Doug Carroll, resident tax expert at Aviso Wealth. In his talk, Doug will outline the advantages offered through valuable programs like the Canada Child Benefit (CCB) and explain the structure and benefits of contributing to a disability-focused, tax-saving vehicle such as the Registered Disability Savings Plan (RDSP).

Here is a list of resources from the event:

RDSP – Registered Disability Savings Plan 

Disability Income Support 

Understanding Commercial Online Banking Webinar

Understanding Commercial Online Banking Webinar

May 10, 2022

Watch an in-depth live demo of this powerful digital business tool from Libro. Commercial Online Banking is a web-based platform that provides 24/7 access to your Libro accounts, giving you more control over how you manage your payments and reporting.

Watch Now

Here is a list of resources from the event:

Spousal Income Splitting Webinar

Spousal Income Splitting Webinar

People choose to be together for love, but the tax system also has its say in the relationship.

Libro’s VP of Wealth, Paul McQueen and tax expert of Aviso Wealth Doug Carroll will help you understand how taxes affect you, and how you and your spouse can work around and within the rules to get the best possible tax result, particularly when it comes to managing investment income.

Watch Now

Here is a list of resources from the event:

Libro’s Annual Grants – Information Session Webinar

Libro’s Annual Grants – Information Session Webinar

Applications for Libro’s Annual Grants program are open! Join this information session to learn about how your organization can apply. Libro will invest $310,000 to fund initiatives across southwestern Ontario that are focused in the areas of financial resilience, employment, local food accessibility and housing.

Special guests and former grant recipients will be joining us to share their impact story powered by Libro Credit Union.

The May 11, 2023 webinar with special guest Scott MacLeod can be viewed below.

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The April 27, 2023 Webinar with Special guests Marty Rops and Lori Atkinson can be viewed below.

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Estate Planning and Estate Doing

Estate Planning and Estate Doing

September 14, 2022

Estate planning gets to the heart of why you take care of yourself, your family and your wealth – and that’s why you need to include it in your financial plans. Many people put it off, which can be risky for both you and the people you care about. With a positive mindset and more knowledge on the process you can turn it into a reaffirming experience. This free webinar is hosted by Libro’s VP of Wealth, Paul McQueen, with guest speaker Doug Carroll, Tax & Estate Specialist, of Aviso Wealth*.

Watch Now

Here is a list of resources from the event:

Retirement Income Strategies Webinar

Retirement Income Strategies Webinar

June 14, 2022

How to Successfully Move from Saving to Spending.

One of the most important financial decision points is about switching modes from building retirement savings to drawing from them. We’ll review five categories of wealth savings and the range of individual sources, tax features and age guidelines within each.

We’ll also look at how to prioritize the drawdown order among those sources, driven by individual lifestyle intentions.

Watch Now

Here is a list of resources from the event:

*Aviso Wealth Inc. (‘Aviso’) is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Advisor, VirtualWealth and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc. and Northwest & Ethical Investments L.P.