Who Takes the Minutes?

Does your group have an official minute taker? Minutes are an important part of every meeting as they form the official record of what has actually happened and what the board has agreed to do. For some groups the decision about who is taking minutes is made at the start of each meeting based on […]

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Cyber Security Insurance

January seems like a good time to be thinking about what could go wrong. I have written before about ransomware. This is malware that encrypts your data and then you are asked to pay a ransom to have it unlocked. Malware, which is short for malicious software, can be picked up in many ways. One […]

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17 Financial Prosperity Tips for 2017

If you are in the market for some New Years Resolutions about financial prosperity you have come to the right place. These tips are in alphabetical and numeric order – but not order of importance, only you can figure out which ones work best for you.   1. Contribute to your tax-free savings account (TFSA) […]

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Have You Done all Your Annual Reviews?

As 2016 draws to a close I am wondering about the stuff your policy manual says is reviewed  annually. Do you have a list of all the items that are to be reviewed once a year? I bet your policy manual contains a number of items that are supposed to be revised/updated/considered  every twelve months. […]

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Painless Financial Training Group Inc. with Debi Peverill

Understand Financial Stuff, Painlessly