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Smart Money Essentials - Course Outline
Session 1. Life and Financial Goal Setting
- Defining and clarifying your goals, dreams and values
- Setting realistic, measurable financial goals
- Dealing with blocks to financial success
Session 2. Assessing where you stand financially today
- Building your net worth statement
- Creating a spending/savings plan
- Getting and staying out of debt
Session 3. Creating your Investment Plan
- Reviewing your existing investments
- Reading and understanding your investment statements
- Designing and monitoring your investment strategy
- Delegating, not abdicating to investment advisors
Session 4. Retirement and Tax Planning
- Defining what retirement looks like to you
- How much money will you really need?
- Are RSPs right for you?
- Tax strategies to save you money
Session 5. Insurance and Estate Planning
- Assessing your insurance needs (life, disability, health)
- Understanding your group insurance plan
- Do you need a Will, Power of Attorney, Health Care directive?
Session 6. Taking Action – Implement/Review Financial Plan
- Finalizing your financial plan
- Implementing your life and financial action plan
- Ongoing financial reviews
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