Enhanced Workshop Series

Get ready for our spring financial wellness workshops! These sessions, led by Stephanie Holmes-Winton, are designed to cover a range of essential financial topics, suitable for members at any stage of life. Whether you’re just starting out or nearing retirement, these two-hour online workshops via Zoom offer valuable insights into managing your finances effectively. Here are the topics we’re exploring this spring!

  1. Spending & Cash Flow
  2. Debt & Credit
  3. Saving & Investing
  4. Retirement Income Planning
  5. Financial Planning

These sessions will be presented live (virtually), and you can attend from anywhere, on almost any device.

Can’t make it live? No problem, you’ll receive access to these topics on demand and they will be made available on Winton Learn.

Looking for the recordings? Follow this link here.

Module 1 – Spending & Cash Flow Tuesday, May 28, 2024 @ 10am (2 hours)

Get ready to boost your cash flow! Join us to unlock practical strategies that’ll supercharge your cash flow, no matter where you are on the retirement spectrum. From clever cash management tricks to lifestyle-friendly budgeting, we’ve got your financial wellness covered!

Join us to learn:

  • Strategies to manage cash flow to make the most of your resources
  • Behaviour-based cash flow management and how it’s different than budgeting
  • How to free up more cash flow to save and invest in your future without giving up your lifestyle today

Module 2 – Debt & Credit Tuesday, June 4, 2024 @ 10am (2 hours)

Wave goodbye to debt stress and say hello to credit savvy! Dive into debt management wizardry suitable for every life stage, including pre- and post-retirement. Discover the secret sauce to slashing debt costs and boosting your credit score like a pro!

Join us to learn:

  • How debt impacts current and retirement resources
  • How to ensure you’re on track to be debt-free by retirement
  • The difference between interest rates vs. cost of debt
  • Why being debt-free by retirement doesn’t mean you won’t use debt during retirement (car loans and more)
  • Debt negotiation strategies
  • How credit scores work and how they impact more than debt

Module 3 – Savings & Investments Tuesday, June 11, 2024 @ 10am (1.5 hours)

Ready to grow your money tree? Learn how to set and smash your emergency savings goals and explore the magical world of investments. From savvy saving hacks to investment insights, we’ll help you make your money work harder for you!

Join us to learn:

  • How to save for multiple goals at once
  • How savings interest rates work
  • How to create emergency savings goals
  • Types of investments
  • What risk and taxation is, and how to research different investment and savings options

Module 4 – Retirement Income Planning Tuesday, June 18, 2024 @ 10am (2 hours)

Get set for retirement success! Discover the roadmap to a golden retirement, from understanding your income sources to making savvy tax moves. Whether you’re planning ahead or nearing retirement, we’ll show you how to retire like a champ!

Join us to learn:

  • What government and private sources will form your retirement income
  • How sources of income are taxed
  • The difference between RRSPs vs. TFSAs
  • How different types of retirement income interact with each other

Module 5 – Financial Planning Tuesday, June 25, 2024 @ 10am (1 hour)

It’s time to design your financial dream life! Unlock the power of personalized financial planning and discover the tools to create your roadmap to financial freedom. From choosing your financial squad to protecting your plans, we’ll help you navigate the path to financial awesomeness!

Join us to learn:

  • The difference between full financial plans vs. modular plans
  • Which financial products are often involved in financial planning
  • How to protect your financial plan
  • The different types of financial professionals
  • What fees and commissions are
  • How to interview and choose an advisor