Free

Talking Money: Managing, Planning and Investing

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Milliken Mills Library

7600 Kennedy Road

Markham, ON L3R 9S5

Canada

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This free 5-course workshop is intended for adults looking to develop financial literacy skills and learn more about money!

At the end of this course, the student will be able to:

  • Explain money management scripts and having a proper spending plan
  • Understand the importance of saving, investing and debt management
  • Understand the principles of planning for retirement and home ownership
  • Understand that having an estate and insurance plan is critical to overall family’s financial health

Feel free to join one or all of the following workshops.

September 26: Attitude and Money Scripts/Goal Setting/Budgeting/Savings

  • Create an action plan for change
  • Identify behaviours that breed money problems
  • Demystify emotional reaction to money

October 10: Investing

  • State and describe different investment objectives
  • Identify various types of investments
  • Explain the benefits and risks of investing

October 24: Managing Debt & Home Ownership

  • Describe the signs of debt trouble
  • Describe how we should be borrowing in the various stages of the family life-cycle
  • Calculate how much debt you can afford

November 7: Planning for Retirement

  • Describe the main challenge to retirement
  • State popular myths about retirement
  • Identify the main sources of retirement income
  • List and explain the factors that determine the level of retirement income

November 21: Estate and Insurance Planning

  • State the purpose of insurance
  • Describe the categories of persons who need insurance
  • Calculate how much life insurance to buy
  • Describe the benefits provided by the National Insurance Scheme (NIS)
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Date and Time

Location

Milliken Mills Library

7600 Kennedy Road

Markham, ON L3R 9S5

Canada

View Map

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