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Smart Money Essentials (formerly Build Your Own Financial Plan) - Vancouver Weekend Intensive
Saturday
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9:30 - 11:00
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Life and Financial Goal Setting |
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- Defining and clarifying your goals, dreams and values
- Setting realistic, measurable financial goals
- How to improve your relationship with money
- Dealing with blocks to financial success
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Managing your Day to Day Finances
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- Building your net worth statement
- Creating a spending/savings plan
- How to get out and stay out of debt
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| 11:00 - 11:15 |
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Break |
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| 11:15 - 12:45 |
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Creating Your Investment Plan
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- Understanding stocks, bonds and mutual funds
- How to decide which investments are right for you
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| 12:45 - 2:00 |
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Lunch Break |
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| 2:00 - 4:00 |
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Creating your Investment Plan (continued) |
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- Who to trust with your money
- Understanding fees and how financial advisors get paid
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Understanding your Taxes |
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- How the Canadian tax system works
- Techniques to minimize your tax bill
- Understanding how your investments are taxed
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| Sunday |
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| 9:30 - 11:00 |
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Your Financial Freedom Plan |
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- Defining what retirement/financial independence looks like to you
- How much money will you really need?
- Are RSPs right for you?
- Will government pensions still be there when you retire?
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| 11:00 - 11:15 |
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Break |
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| 11:15 - 1:00 |
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Insurance and Estate Planning |
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- How much insurance do you need?
- Understanding your group insurance plan
- Do you need a Will, Power of Attorney, Health Care directive?
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Taking Action - Implement/Review your Financial Plan |
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- Strategies to turn your plan into reality
- Keeping your plan up to date and on track
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