Moya Financial Matters

WEBINAR SERIES

Life's complicated enough. Your finances don't need to be.

In this free webinar series offered by Moya Financial, we'll cover a variety of financial topics from the basics of investing to the complexities of estate planning.

EPISODE 3

Investment Shares: An Opportunity You Don't Want to Miss

Wednesday, July 7 from 7:00 to 8:00 PM livestream via Zoom

Join us in a live and interactive seminar to learn about Moya’s newest financial product, investment shares. Investment shares are designed to give conservative investors a great return. The rate for this investment is higher than comparable term deposits, making it ideal for diversifying your portfolio and helping grow your credit union.

Hear from the experts and get the insight on this unique and exclusive investment opportunity.

Have a question or concern you want to be covered during the seminar?  Please submit your questions when registering to ensure it gets covered by our speakers. You'll also have the chance to voice any comments, questions, or concerns during the livesteam.

Every attendee will have a chance to win a YETI Tundra 45 Hard Cooler!*

​*Total prize value of $400. The odds of winning will depend on the number of seminar attendees. A random draw of all attendees will be completed on July 8, 2021. This promotion is not associated with or sponsored by YETI. All trademarks are property of YETI Coolers LLC.
EPISODE 2

Estate Planning: Strategies to Protect Your Wealth & Take Care of Your Loved Ones

Wednesday, April 21 from 7:00 to 8:00 PM livestream via Zoom

Join the Moya Financial Matters podcast host Michael LeBlanc and Moya Wealth’s Certified Financial Planner Taras Komarnytski in a live and interactive webinar to learn about estate planning to get you started on thinking about strategies to protect your wealth and take care of loved ones.

Topics include:

Key elements of estate planning:

  • What happens to my investments and assets?
  • How do I minimize the tax for future generations?
  • How do I make sure that my wishes are carried out?

The benefits of estate planning:

  • To minimize transfer taxes, protect family wealth, plan for philanthropic goals, and make a difference in the community.
  • To take care of loved ones.

Why you should attend:

  • You’ll leave our livestream more confident about your existing plan, or how to start thinking about the future.
  • You’ll understand the importance of estate planning and the Moya difference.
  • You'll learn from three scenarios of typical members just like yourself.
  • A chance to win $500 towards the creation or review of a will!*
​*After the webinar, we'll do a random draw of all attendees and announce the winner of the $500. The funds will be deposited to the winners' account with Moya.
EPISODE 1

Putting the Personal in Financial Planning: Introducing Moya Wealth

Thursday, February 18 from 7:00 to 8:00 PM via Zoom

Learn how to put your money to work!

Join the Moya Financial Matters podcast host Michael LeBlanc and Moya’s Taras Komarnytski in an engaging and interactive seminar to learn how to become better investors and the role of a financial planner.

The seminar will cover:

  • Financial planning in a nutshell.
  • Importance of picking a professional advisor.
  • Top 3 Registered Retirement Savings Plan (RRSP) mistakes.

Why you should attend:

  • You’ll leave our webinar more confident.
  • You’ll understand the role of financial planning in your lives better and understand the Moya difference.
  • You’ll also be ready for RRSP season, armed with the latest information.
  • Sprint to the finish line of RRSP season with the deadline of March 1 fast approaching.
  • A chance to win $500!*
​*After the webinar, we'll do a random draw of all attendees and announce the winner of the $500 RRSP contribution. The funds will be deposited in to the winners' account with Moya.