Money Monday Series

Stephanie Holmes-Winton

As part of the NEW annual financial wellness education plan made available to members by the IBEW 37 Training Trust and Health, Wellness, and Benefits Committee, there will be short, monthly webinars on various financial wellness topics and will take place via Microsoft Teams. If you’re looking for the recordings for the past Money Monday sessions you can find them here. The Money Mondays recording page is password protected. Please contact ttf@ibew37.com for the password.

Life Events: How to Manage Big Changes that Impact your Finances

Monday, June 20th at 10am

Life is full of surprises. Some of them can bring you great joy, while others might put a kink in your plans. While you can’t predict every event that will affect your finances during your lifetime, you can learn some repeatable strategies to manage life’s significant changes, both planned and unplanned. Join Stephanie Holmes-Winton for Money Monday on June 20, 2022 at 10am. During this 30-minute discussion, we’ll go over some essential strategies you can use when you find yourself facing a life event that will impact your finances. We encourage you to send your questions ahead of time to get the most from the session by emailing ttf@ibew37.com.Live questions will also be answered.


Coming up…

Your Credit Score

Monday, July 18th at 10am

Do you know your credit score? It’s a three-digit number between 300 and 900 that can severely impact your finances. Many people think they only have to worry about their credit score if they need to borrow money but, these days, your credit score influences the pricing and options of various financial products. In some cases, your credit score can affect your ability to get and hold a job. Join Stephanie Holmes-Winton for Money Monday on July 18, 2022 at 10am. During this 30-minute session, we’ll go over what impacts your credit score, how to get access to your credit score and report, as well as tips to help you and your loved ones build great credit for life! We encourage you to send your questions ahead of time to get the most from the session by emailing ttf@ibew37.com. Live questions will also be answered.

Understanding your Investments

Monday, August 22nd at 10am

The world of investing can be intimidating, overwhelming and expensive. We’ll go over the various types of investments available in the market and show you how to understand their fees and other costs. Join Stephanie Holmes-Winton for Money Monday on August 22, 2022 at 10am. You’ll leave this 30-minute session with a list of great questions to ask the financial professionals who make money off of your money. We encourage you to send your questions ahead of time to get the most from the session by emailing ttf@ibew37.com. Live questions will also be answered.

Retirement Traps

Monday, September 19th at 10am

Planning your retirement is no easy feat, but it’s certainly an exercise that’s worth putting in some serious time and effort. After all, you could be retired for 30, or even 40 years! Join Stephanie Holmes-Winton for Money Monday on September 19, 2022 at 10am. During this 60-minute live event, we’ll go over various retirement traps that can reduce your options during retirement. We’ll discuss common strategies that could increase your total taxes paid during your golden years. Finally, we’ll dig into easy-to-avoid mistakes that can cost you far too many of those dollars you worked hard to save over the years. We encourage you to send your questions ahead of time to get the most from the session by emailing ttf@ibew37.com.Live questions will also be answered.

Your Group Benefits

Monday, October 17th at 10am

Making the most of your group benefits plan and knowing what to expect from it when you retire is vital. In October’s edition of Money Monday, we’ll talk about how group benefits plan work, and what happens to group benefits when you retire. Join Stephanie Holmes-Winton for Money Monday on October 17, 2022 at 10am. This 60-minute session will provide you with some context around your group benefits. We encourage you to send your questions ahead of time to get the most from the session by emailing ttf@ibew37.com. Live questions will also be answered.

Cars: Loans vs Leases vs Cash

Monday, November 21st at 10am

Most people think credit card debt is the worst kind of debt. But your most dangerous debt may be parked in your driveway. Car loans and leases can take up significant chunks of your income. Canadians are more likely to take longer-term car loans, like 72 or 84 months. These longer car loan amortization periods increase the risk that your vehicle will begin to have large repair bills while you’re still making lease payments. Join Stephanie Holmes-Winton for Money Monday on November 21, 2022 at 10am. You’ll leave this 30-minute session with a new way to determine how much car you really can afford. We’ll show you how to evaluate if a lease, loan or cash purchase is best for you. We encourage you to send your questions ahead of time to get the most from the session by emailing ttf@ibew37.com. Live questions will also be answered.

Looking for the recordings from our past Money Monday sessions? You can find them here.
The Money Mondays recording page is password protected. Please contact ttf@ibew37.com for the password.