September 12th, October 17th, November 14th
Investment: $150 + HST
1) Setting Effective Money Goals: Thursday, September 12th, 7-9pm
In this first workshop in the series we’ll be chatting about & setting effective goals for our money. We are lucky enough to have, Natalie Scott, of The Heart Inspired Entrepreneur, talking to us about why goal setting that you are actually excited about is so very important. We will be setting our own goals, & everyone will have homework for the next workshop in the series.
2) Money & Planning Basics: Thursday, October 17th, 7-9pm
In our second workshop, we’ll really be getting down to the nitty gritty of money basics such as what does a comprehensive financial plan really look like? What are some rules of thumb when dealing with money? What is a mutual fund & segregated fund? Is any debt good debt? How to pay down & get rid of debt. We’ll talk about budgeting, & if it really works. I’ll again be giving you homework to be done for the next part of the series.
3) The Specifics: What Your Financial Plan should look like: Thursday, November 14th, 7-9pm
In this final workshop in the series, we’ll be chatting more about insurance, investments & retirement planning. We’ll be mapping out different types of insurance & who they are appropriate for. Different types of investments & who they are appropriate for & how the mix of your investments matters for you long-term.