Free

Workshop for Women: Basic Budgeting / Working with a Financial Planner

Event Information

Share this event

Date and Time

Location

Location

YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

View Map

Event description
Workshop for Women: Basic Budgeting / Working with a Financial Planner

About this Event

Introduction to Basic Budgeting

The first half of this workshop is an introductory presentation for women on basic budgeting from Vancity’s Each One Teach One program. A budget helps you to plan for how your money will be spent or saved and it is an important start to creating an overall financial plan. The topics covered in this session include:

• What is a budget and why should you create one?

• Tips to help you reach your financial goals and

• Ideas to help you adjust your spending

Presenters:

Our two presenters volunteer for Vancity’s Each One, Teach One program which is dedicated to promoting financial literacy and independence. Tammy van der Kamp is a Member Services Representative – Online Care Team, with the Payment Solutions & Member Services Centre at Vancity Savings Credit Union in Vancouver. Tara Williams is Product Manager, Payment Solutions, Digital Solutions at Vancity Savings Credit Union in Vancouver.

Working with a Financial Planner

Financial planning helps you achieve your life goals through the proper management of your financial affairs. This presentation for women explains what you can expect when you see a financial planner and the basic concepts of financial planning to help you get started.

Our presenter provides answers to questions such as:

• What does a financial planner do?

• How do you choose a financial advisor that is right for you?

• How are advisors compensated?

• How much money do you need to use a financial planner?

• Where to find a financial planner?

• What do you need to know in order to discuss your financial plan?

Presenter:

Sheila Walkington, CFP is the co-founder of Money Coaches Canada, a national network of advice-only Money Coaches and Financial Planners. Our sole interest is the financial success of our clients — we do not sell investments, insurance or financial products. Sheila is committed to helping people live with purpose and to define success on their terms. Sheila is also the co-author of UNSTUCK: How to Get Ahead Financially and Start Living the Life You Want.

**Since space is limited, please do not sign up for a workshop unless you are sure that you can attend. We do allow for a certain number of no-shows, but some of our past workshops had empty seats even though we had to turn away people.

**Please keep in mind that the workshops we offer are for educational purposes only and not intended to provide participants with personal financial advice. Having said that, we welcome lots of participation with questions and examples that broaden everyone’s educational experience.

Share with friends

Date and Time

Location

YWCA Health + Fitness Centre

535 Hornby Street

Vancouver, BC V6C 2E8

Canada

View Map

Save This Event

Event Saved