Hi everyone, thanks for your interest in the Financial Skills for the Real World workshop series.
Below you will find a number of useful resources:
Budgeting & Expense Planning (Sep. 17th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
- Get the FCAC Budgeting Spreadsheet here.
- Download the extra slide about the Differential Fee Waiver.
Managing Your Debt (Sep. 19th 2019, 6:30-8:30PM):
- Location: Maass, room 328.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
Credit Scores & Identity Theft (Sep 24th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
- Some fun replying to spam e-mails.
Introduction to Investing (Oct. 1st 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
All about Pensions (Oct. 3rd 2019, 6:30-8:30PM):
- Location: Maass, room 328.
- Workshop description & registration available here.
- Download the slide deck.
Income Taxes (Oct. 8th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- How to determine your residency status for a given year:
- Detailed explanation
- Canadian resident summary or Québec resident summary
- If still unsure, ask the CRA using this form or call 1-800-959-8281; Open 9:00AM-5:00PM.
Investing & Taxation (Oct. 15th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
Prospectus & Fund Facts (Oct. 17th 2019, 6:30-8:30PM):
- Location: Maass, room 328.
- Workshop description & registration available here.
- Download the slide deck.
Portfolio Balancing (Oct 22th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- Fill out this questionnaire to determine your portfolio allocation.
Advisors & Financial Planning (Oct. 24th 2019, 6:30-8:30PM):
- Location: Maass, room 328.
- Workshop description & registration available here.
- Download the slide deck.
Children & Your Money (Oct. 29th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
Insurance & Your Estate (Nov. 5th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- Two insurance comparison web sites: kanetix.ca & ratehub.ca.
Housing I (Nov. 7th 2019, 6:30-8:30PM):
- Location: Maass, room 328.
- Workshop description & registration available here.
- Download the slide deck.
Housing II (Nov. 12th 2019, 6:30-8:30PM):
- Location: Arts, room W-215.
- Workshop description & registration available here.
- Download the slide deck.
- Please fill out the pre-workshop survey.
Investment Properties (Nov. 14th 2019, 6:30-8:30PM):
- Location: Maass, room 328.
- Workshop description & registration available here.
- Download the slide deck.