Live Beginner Course
The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation. This beginner course will set the stage for an entry-level understanding of what financial literacy is, and why it is so important to understand money, investing, and planning.
Offered in a live virtual setting, you will have the ability to engage with me, ask questions, and learn about the most recent financial education news.
Next Offering: Sunday Sept 15, 2024
Time: 6pm EST
Who: Healthcare Professionals (PT, OT, RMT, DC, etc), Clinic Owners, Students, and Entry-Level Grads.
Duration: ~3hrs (depending on Q&A)
Where: Google Meet (link will be provided after registration)
After this course, you should:
Have a better understanding of why your mindset is your most important asset
Determine what ‘retirement’ means to you and how to create goals to ‘retire’
Understand the importance of compound interest, investing early and often
How to pay off debt, fast.
Know basic financial/stock market/investment terms and concepts
Why investing is the only way to combat inflation and grow your net worth
Topics will include:
Money Mindset, Budgeting and Goal Setting
Money and the Influence of Family and Friends
Financial Planning for ‘Retirement’
Compound Interest and Compound Good Will
The Canadian Dream- Case Study
Debts/Liabilities/Assets and Why It’s Crucial to Know the Difference
THINGS I WISH I HAD KNOWN EARLIER IN MY CAREER
Types of Income (Employee-Sole Proprietor- Corporation)
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/Non-Registered Funds
Spenders/Savers/Investors and How Inflation is Eroding Your Wealth
Credit Score- What it entails
Insight on Purchasing Your First Home
Actionable Steps (7 Step Savvy Saving System)