Financial Planning 101

1.5-hour seminar/webinar
For people leaders and employees


Financial Planning 101

Get Ready. Get set. GO! Many of us know our finances can be improved, but most don’t have a good idea where to start. The result? Status quo, stress, lost productivity and health concerns.

Cost: $125.00

Date: Tuesday, April 23rd 1:00pm - 2:30pm

Learning objectives

This course will explain:

  • A simple 3 step process to help you get started
  • Money left over at the end of the month vs. month left over at the end of the money
  • How you can better understand if you’re on track towards a comfortable retirement lifestyle
  • Ensuring you’re minimizing the tax you pay today and in the future - Basics of investing
  • The importance of having a will
  • The current state of affairs when it comes to Canadians’ finances
  • How financial planning and literacy offerings can benefit your organization


You’ve already invested in your benefits and retirement plans. A good financial literacy program can help your employees understand the full value of these plans and use them to their maximum potential

Financial Planning 101

Learn about how to start improving your finances, today!