All the latest from the AOMBT, including events, presentations and program updates. Please note that plan members may need to log in to access some of these resources.
The AOM Benefits Trust invites you to attend a 3 part webinar series designed to help you understand the complexities of estate planning, what steps you need to take to develop a will, and information about appropriate levels of insurance coverage.
Developed specifically for midwives in Ontario and facilitated by estate litigators and an insurance specialist, this free series will cover:
- Wills and Powers of Attorney
- Choosing your executor
- Assets and liabilities
- Guardianship for your dependants
- Insurance coverage
Click here to access the webinar website to reserve your seat (you will need to be logged into your account). All webinars are held from 12pm - 1pm EST.
April 7: Module 1 - Estate Planning presented by Lori Duffy
April 14: Module 2 - Insurance as an Estate Planning Tool presented by Robin Goodman
April 21: Module 3 - Planning for Mental or Physical Incapacity presented by Clare Burns
In February 2016, the AOM Benefits Trust presented two webinars developed to help midwives prepare for tax season. Presented by Susan Morrison, a CPA who works with several midwives and practices in central Ontario, the webinar included an overview of the Canadian tax system, considerations specific for self-employed midwives including deductions, expenses and credits, and information about the documents midwives will receive from the Benefits Trust and our partners. To download the presentation or view a video of the webinar, click here (please note: you will need to login to your account to access this page).
The AOM Benefits Trust GRSP investment fund line-up is expanding, providing our plan members with more options for retirement savings.
In keeping with sound governance practices, AOMBT Trustees periodically review the investment options offered in your plan to ensure they are offering an optimal rate of return and to continue to meet your needs. Based on a recent review, we are making changes to the investment fund line-up.
To learn more, click on the links below (please note: you will need to sign in to access the information)
An Individual Pension Plan is a retirement savings tool for incorporated individuals or business owners. An IPP may be an option for you if:
- You are an incorporated midwife
- You are over 45 years old
- Your annual income is over $75,000
On November 17th, 2015, the AOMBT hosted a webinar on this savings option with representatives from Desjardins Financial. If you couldn't make it, we encourage you to click the link below to review the presentation. We've also posted the form to request a free, no obligation quote from Desjardins. If you have any questions or would like to speak with a Desjardins representative, please contact the AOMBT at firstname.lastname@example.org or submit your question using the form below.
The 2015 Fall Regional Meetings have come to a close! We thank everyone who attended, either in person or via teleconference/webinar. You can access a copy of the presentation here; we especially encourage you to review this if you were unable to attend. This presentation focused on increasing awareness of the income replacement programs available for midwives, including disability, parental leaves, critical illness coverage, and our self-funded leave program.
What is the process for enrollment for new staff? Why would a practice consider offering benefits to staff? Are all staff eligible for benefits?
If you are a practice partner with questions about the AOMBT benefits plan for practice administrative staff, we encourage you to review this guide and contact us if you have any questions.
New answers are up on AOMBT's Ask the Expert, with information about everything from risk-return ratios, saving for your child's education and benefits from the government after you retire. Go to Ask the Expert to check them out, and submit your own financial questions.