Live Beginner Course (Adulting 101)
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 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, @ 6pm EST
Duration: ~3hrs
Where: Google Meet (link will be provided after registration)
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
THINGS I WISH I HAD KNOWN EARLIER
Types of Income (Employee-Sole Proprietor- Corporation)
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and the Impact of Inflation
Basic Tax Planning that I have Used
Credit Score- what it entails
Insight on Purchasing your first Home
Actionable Steps (Budgeting, Emergency Funds, valuing your time)
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 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, @ 6pm EST
Duration: ~3hrs
Where: Google Meet (link will be provided after registration)
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
THINGS I WISH I HAD KNOWN EARLIER
Types of Income (Employee-Sole Proprietor- Corporation)
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and the Impact of Inflation
Basic Tax Planning that I have Used
Credit Score- what it entails
Insight on Purchasing your first Home
Actionable Steps (Budgeting, Emergency Funds, valuing your time)
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 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, @ 6pm EST
Duration: ~3hrs
Where: Google Meet (link will be provided after registration)
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
THINGS I WISH I HAD KNOWN EARLIER
Types of Income (Employee-Sole Proprietor- Corporation)
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and the Impact of Inflation
Basic Tax Planning that I have Used
Credit Score- what it entails
Insight on Purchasing your first Home
Actionable Steps (Budgeting, Emergency Funds, valuing your time)
This service is provided to you for information purposes only and is not investment advice or to be considered advice of any kind to you or any other person. I am describing the investments and processes that I have made myself and are reflective of my particular circumstances. Your circumstances are different and any discussion here is not intended to be and must not be considered to be a recommendation for you to make the same investment(s). Consult an adviser, consultant, legal/tax specialist, financial planner/advisor, and other professionals prior to making any investment decision.