Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning

Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning

The theme for this November’s Financial Literacy Month is: Make Change that Counts: Managing Your Money in a Changing World, and to that end I’m inviting you to think about your own personal mission statement. 

Or, as Karen Walrond, author of The Lightmaker’s Manifesto: How to Work for Change Without Losing Your Joy, puts it, your spark statements.  

She says, “There’s something to be said for spending time figuring out how to declare what you stand for based on your values, and clarifying what you hope your legacy will be…it acts as a spark to ignite your activism journey.” 

By “activism,” she means aligning the gifts of who you are in the world with your purpose. 

This concept goes beautifully with the notion of making changes in our lives and the lives of others through how we manage our money. There are so many opportunities for us to donate time, energy, and money to the causes that matter to us the most.  

Have you thought about how you can contribute to our changing world via the charities and not-for-profits you either currently support or may be interested in learning more about to support?  In Canada, 2/3rds of our donations to charity happen in the last three months of the year…this November, let’s Make Change That Counts, together!

Till next time

Betty-Anne Howard / Athena Wealth and Legacy Solutions

 

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More than 200 runners and walkers help celebrate AGH’s birthing centre during ninth annual Run for Women’s Health

More than 200 runners and walkers help celebrate AGH’s birthing centre during ninth annual Run for Women’s Health

 

The ninth annual Run/Walk in support of women’s health and the birthing center  at the Almonte General Hospital took place Saturday morning, Sept. 10 with more than 200 walkers, runners and volunteers raising approximately $30,000.  The event, which featured three different routes: 3km, 5km and 10km, took participants through the beautiful town of Almonte near the Mississippi River and both started and finished behind the Hospital and Fairview Manor.  Some runners and walkers participated virtually between Sept. 3 – 9, and submitted their times and funds online.

“We are pleased to be the presenting partner for the Almonte General Hospital’s Run for Women’s Health in support of the Birthing Unit and women’s health,” said Carleton Place Canadian Tire co-owner Mary-Lou Vandervaart.   “We live in this community and this Birthing unit is where the next generation of our family, our team’s families, our customers’ and neighbours’ families will be born,”

“These funds will help the Foundation fund urgently needed equipment in our birthing center and in support of women’s health care,” added Event Committee Chair Julie Munro.  “Over the years, supporters of the Run have helped the Hospital to purchase ultra sound machines, fetal heart monitors, operating room lights, and a specialized baby-weigh scale.  This year’s funds will help fund Pander Warmers in Labour 1 and the OR, an Epidural Pump and several Vital Signs machines.”

New this year, the top individual fundraisers, both individual and team, were awarded the inaugural Margaret Duncan Memorial Top Fundraising Award.  A life-long resident of Mississippi Mills, Margaret was a tireless Hospital and Manor booster who participated and supported the Run last year but passed away earlier this year at the age of 94.  This year’s first recipients were Tina McLelland, who raised $2,639 and Team Country Roads, comprised of Foundation Board member Jesse Lowe, Mary-Ann Tiffany and Chris O’Connor, who collectively raised $4,058.  Members of Margaret’s family were on-hand to present the awards during the event’s closing ceremony.

Prizes were also awarded to the top two female and male finishers in all timed events.  Official times for all participants are available at: www.runninggoattiming.com/results

This year’s event also features an online auction well supported by local merchants.  You can still bid on items up until Sunday, Sept. 11.  Please visit Almonte General Hospital and Fairview Manor Foundation | BiddingForGood Fundraising Auction

As well as Canadian Tire (Carleton Place), other partners who contributed to the success of the event included:  Westview Projects, Almonte Civitan Club, Orchard View by the Mississippi, Kevin Frost, Art & Helen Levi, Union 108, Kris Parsons, Joanne Beaton, Lanark Springs Water, BrokerLink Insurance, and Dock Master and Clearwater.

A recent poll conducted by Abacus Data found that almost 8 out of 10 residents of Ontario did not know that although the Ontario Government funds the operation of hospitals, the Government does not provide funding for replacement or new clinical equipment.   The AGH FVM Foundation works with the community through events and activities like the AGH Run for Women’s Health to raise the necessary funds to allow the Hospital and Manor to purchase urgently- needed medical equipment.  For more information on supporting the Hospital or Manor visit: www.almontehospitalfoundation.com or call 613-256-2500 ext. 2296

 Media, for more information:

Al Roberts, CFRE

Managing Director, 613-256-2500 ext. 2297 or (cell) 613-277-6203

AGH Run For Women’s Health 2022- Gallery

Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning

Good To Know – Financial Life Planning Tips from Betty-Anne Howard, Athena Wealth and Legacy Planning


Many women, if not most, don’t see themselves as philanthropists. This is a word, like estate planning, that we find difficult to relate to. Lending a helping hand, yes! Helping out others in need, of course, that’s what we do. Fostering relationships with charities so we can volunteer and help out is how we’ve been raised; it’s an integral component of who we are as women. But still, we don’t see ourselves as “philanthropists.” 

 Estate planning and philanthropy may not seem relatable or achievable to many women, and yet it is, and it can also be so much more. Leaving gifts to your favorite charity in your will can make a huge difference to the tax implications of your estate plan, which in turn will make a difference in the lives of others.

 That’s why accessible and practical information is so important to the estate and legacy planning process. And by practical, I mean helping women understand how the different estate planning strategies would and could fit with their lives, and their own personal situations, with illustrations that demonstrate the pros and cons of each of the strategies.

 First steps? Try having conversations examining the words we use, how limiting they can be, and the importance of going deeper to find out what holds meaning for you in your life. 

Till next time,

Betty-Anne Howard / Athena Wealth and Legacy Solutions

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