Empowered Financial Literacy Series

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[Inn]Space Business Centre

30 Quarry Ridge Road

Barrie, ON L4M 7G1

Canada

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The Financial Literacy Series is a three part workshop series open to individuals who have taken my Change Your Money Story Workshop previously. And people who want to learn more about money & how to manage it & are ready to improve their financial literacy!

1) Setting Effective Money Goals: Thursday March 26th, 7-9pm

In this first workshop in the series we'll be chatting about & setting effective goals for our money. We are lucky enough to have, Natalie Scott, of The Heart Inspired Entrepreneur, talking to us about why goal setting that you are acutally excited about is so very important. And Paula will also address some oney basics, like building up a cash cushion, paying down debt etc.

2) Money & Planning Basics: Thursday April 23rd , 7-9pm

In our second workshop, we'll really be getting down to the nitty gritty of money basics such as what does a comprehensive finacial plan really look like? What are some rules of thumb when dealing with money? What is a mutual fund & segregated fund? Is any debt good debt? How to & where to invest your money.

3) What Your Financial Plan should look like: Thursday May 21st, 7-9pm

In this final workshop in the series, we'll be chatting more about insurance, investments & retirement planning. We'll be mapping out different types of insurance & who they are appropriate for. Different types of investments & who should have what.


*You will leave each session with homework to do to set you up for the next session. My overall goal is to put you in a better financial position than you were in when you started the series.

*Each attendee will receive their own branded journal & bookmark

*Each sessioin we will provide nibbles, sips & of course our signature Millionaire Cookies


We promise...money doesn't have to be scary!!




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Date and Time

Location

[Inn]Space Business Centre

30 Quarry Ridge Road

Barrie, ON L4M 7G1

Canada

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

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