Get More Life from Your Money: A two-part webinar series

Stephanie Holmes-Winton

Description: We have broken the typical full-day workshop into a two-part webinar series that you can do from the comfort of your home. You don’t have to have your camera on, you don’t need anything other than an internet connection and computer to participate. We have built in lots of interaction and polls that will allow for input, and we also have live and private chats enabled so that you can ask questions and get the most out of this webinar.

Sessions will cover:

  • Cash flow management
    • Strategies to manage cash flow so each person can make the most of their resources
    • Behaviour-based cash flow strategies
    • Managing spending to free up more capacity to save
  • Debt and credit
    • How debt impacts income, and how to get on track to be debt-free by retirement
    • Interest rates vs cost of debt
    • Debt negotiation strategies
    • How credit scores work
    • How credit scores impact more than debt
    • Strategies to improve credit
  • Saving and investing
    • Saving for multiple goals at once
    • Emergency savings goals
    • Types of investments
    • Risk, taxation and how to research different investment and savings options
  • Retirement planning
    • Gov’t and private sources of retirement income
    • Taxation of sources of income
    • Types of investments to generate income
    • Interactions between different types of retirement income

Part 1: 
April 20, 2021 10:00-12:00pm

Part 2: 
April 21, 2021 1:00-3:40pm

Register now!