Lunch & Learn: Are You a Good Financial Role Model for Your Children?
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Lunch & Learn: Are You a Good Financial Role Model for Your Children?

Lunch & Learn: Are You a Good Financial Role Model for Your Children?

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200 Carnegie Drive

NABI Campbell Centre - Classroom 205

St. Albert, AB T8N 5A8

Canada

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Audience: Adults with Children

  • Introduction
  • Why Teaching Kids About Money is Important
  • The Goal and Challenges of Teaching Kids About Money
  • Characteristics of a Good Financial Role Model
  • Ten Healthy Habits of Financial Management
  • How to set financial goals
  • Resources
  • Q&A

Learning Objectives for Participants:

  • To self-assess where you stand as a financial role model
  • To learn the Ten Healthy Habits of Financial Management
  • To obtain resources to help get your financial house in order
  • To understand SMART goals & effective goal setting.

Learning Materials:

  • Goal Setting worksheet — This tool helps set SMART goals which are specific, measurable, action- oriented, realistic, time-framed.
  • Role Model Self-Assessment worksheet — This survey helps you deter­mine what kind of financial role model you are.
  • Values Validator worksheet — This worksheet helps you determine the things in life that are most important.

Please bring your own brown bag lunch. NABI will provide beverage.

For more information, call 780-460-1000 or email info@nabi.ca

Presenter: Bernard Grobbelaar - Partner, Oikonomos Chartered Professional Accountants bernard@oikonomos.ca | www.oikonomos.ca

Bernard is an Associate Partner at Oikonomos Chartered Professional Accountants. He has extensive experience delivering professional training, including past positions with Ernst & Young LLP and other firms. He has authored internal training materials on accounting and assurance standards. Bernard also participates in the CPA Alberta CPD program, having facilitated various IFRS courses. Bernard is a busy husband and father of four children. He seeks to give back to the community by serving as a director for community organizations and as a volunteer with the CPA Canada Financial Literacy program.

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Date and Time

Location

200 Carnegie Drive

NABI Campbell Centre - Classroom 205

St. Albert, AB T8N 5A8

Canada

View Map

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