Register today for CSI’s Lunch and Learn where attendees will learn to understand the differences between an RRSP and TFSA, and feel empowered to start a systematic savings plan!
Ever wonder what the difference is between an RRSP and a TFSA? You’re not alone!
There are lots of resources out there, but it can feel like a barrage of information. In our latest Lunch and Learn, CSI Member Linda Odnokon, licensed advisor and co-founder of Indie95 Personal Wealth Workshops, will guide attendees through the basics of the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA).
By the end of this session, attendees will:
- Gain a clear understanding of the differences and the features and benefits of each type of account,
- Be better prepared for the RRSP contribution deadline (March 1, 2023), and
- Feel empowered to start a systematic savings plan.
This event will run from 12:00 – 1:00 PM EST on Monday, February 13.
All ticket sales will be donated to CSI Member Birth Mark!
About the Presenter:
Linda has been hosting workshops and teaching financial and investing literacy for over twenty years. She has experience working with people from all walks of life, and alongside financial advisors, planners, and portfolio managers. She has been licensed in the province of Ontario since 2001 to advise on investments with life insurance strategies and group savings plans. Most recently she was licensed as an Investment Advisor and was an associate to a portfolio manager for ten years with a full-service brokerage firm on Bay street. She is currently enrolled in the core curriculum for the CFP designation and works as an associate to a fee only financial planner.
She is the co-founder of Indie95 Personal Wealth Workshops. Indie95 is a social enterprise based out of CSI Spadina, dedicated to empowering financial independence to age 95 and beyond. By designing and teaching financial and investing literacy for adults and co-hosting with other financial industry professionals Linda and her associates are making it socially acceptable to talk about money. Linda offers complimentary financial consultations, virtually, for CSI members every Wednesday.