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PRIVATE WORKSHOPS
We are delighted to offer financial education programs that can be tailored to a group of your female friends, colleagues, employees or associates.
We offer Lunch and Learn, ½ day seminars and full day workshops that we can customize for the unique needs of your group.
COURSE DESCRIPTIONS
10 Easy Ways To Get Smart With Your Money
This workshop introduces you to the world of money and will help you take the first step toward a more powerful relationship with your money and your life. You will be given the tools and techniques to:
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Make good financial decisions
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Figure out where your money goes
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Save & invest, instead of debt and stress
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Balance diverse goals such as debt repayment, home ownership and retirement.
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Develop financial confidence and peace of mind
- Manage the money you have now and what you will have tomorrow
Empower yourself financially and start living the life you want today!
10 Steps to Creating a Healthy Relationship with Your Money
Are money stresses keeping you from living a happier, more balanced and meaningful life?
In a healthy relationship with money, your money supports you to live a satisfying and fulfilling life and you in turn, respect your money enough to learn how it works and to be honest with where you stand with it.
Through lecture, discussion and practical exercises, this workshop helps you:
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identify and overcome blocks to financial success
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clarify your life and financial goals
- enhance your financial management skills
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develop a personal spending/saving program
- deal with money conflicts concerning your partner or family
During this session you will explore your lifestyle values and relationship to money and learn how to build a solid financial foundation for creating the life you want.
Transitioning into Retirement
When can I retire? How much money do I need? What's happening to government pensions?
Whether you are retiring tomorrow or in 20 years from now, you may have asked yourself these questions, but aren't sure what the answers are. This program will give you a framework to kick start your retirement planning process and will provide a forum to discuss your lifestyle and financial concerns and opportunities.
You will learn how to prepare yourself financially for retirement - how much you need, how to set up a saving and retirement withdrawal program, use of RRSPs, RRIFs and annuities, when to take CPP, tax planning, and estate planning.
Through lecture, discussion and practical exercises, you will have the tools, techniques and practical knowledge to start planning for a worry-free retirement.
Investing 101
Whether you are saving for retirement, a house or some other life goal, this program presents the fundamentals of investing and will help you learn how to invest your money. The program also provides practical tips and techniques on how to chose and work more confidently with investment advisors. Through a mix of lecture, discussion and practical exercises, you will learn:
- How to set goals to achieve financial independence
- An easy to implement goals-centred investment framework
- How to choose an investment advisor and when to switch
- Whether socially responsible investing is for you
- What the hidden fees and expenses of investing are
- How to safeguard your investments in volatile markets
Suddenly Single - Financial Planning for Life Transitions
Divorce or widowhood are life changes that often bring money issues to the forefront. Whether you have a lot of money or very little, handling money through times of change or crisis can be very stressful and may leave you feeling uncertain and vulnerable.
You may have limited experience in handling money to this point and aren't sure where to turn and who to trust.
In this program, you will learn how to design a life and financial action that will help you feel more clear and confident about the next stage of your life.
We will discuss strategies, tools and techniques that will enable you to be more effective, more at peace and more powerful in your relationship with money.
Topics and questions to be explored include:
- Setting new life and financial goals
- How to manage your spending/saving plan during the transition and beyond
- What type of investments are best suited to your new life circumstances
- Understanding potential tax considerations
- How to choose advisors you can trustImplications for your estate and retirement plan
The Financially Enlightened Small Businesswoman
Become a Financially Enlightened Small Businesswoman and bring your business to the next level of success!
In this workshop we will cover the following topics:
- How to articulate, clarify and achieve your personal and business goals
- Easy to implement financial management skills and systemsIntegrating your personal and business finances
- A simple “goal-centered” savings and investing strategy
- Business and personal tax planning techniques to save you money
- Specialized retirement planning techniques for the small business owner
- Being prepared for crisis or emergency
- How to implement your plan and stay on track
For more information, please contact
Karin Mizgala at 604 880-4143 or karin@womensfinanciallearning.ca
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