Hi everyone, thanks for your interest in the Financial Skills for the Real World workshop series.
Important Note: Due to renovations in the Leacock building, all future workshops during the Summer 2019 semester will be held in Burnside 1B24.
Below you will find a number of useful resources:
Budgeting & Expense Planning (May 21st 2019, 6:30-8:30PM):
- Location: Leacock, room 110.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
- Get the FCAC Budgeting Spreadsheet here.
Managing Your Debt (May 23rd 2019, 6:30-8:30PM):
- Location: Leacock, room 110.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
Credit Scores & Identity Theft (May 28th 2019, 6:30-8:30PM):
- Location: Leacock, room 110.
- 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 (May 30th 2019, 6:30-8:30PM):
- Location: Leacock, room 132.
- Workshop description & registration available here.
- Download the slide deck.
- FCAC Participants’ Handbook pdf available in English & Français.
Income Taxes (June 4th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
- How to determine your residency status for a given year:
- Detailed explanation
- Canadian resident summaryor Québec resident summary
- If still unsure, ask the CRA using this form or call 1-800-959-8281; Open 9AM-5PM.
Investing & Taxation (June 6th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
Prospectus & Fund Facts (June 11th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
Introduction to Cryptocurrencies (June 13th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
- Fill out this questionnaire to determine your portfolio allocation.
Portfolio Balancing (June 18th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
- Fill out this questionnaire to determine your portfolio allocation.
Advisors & Financial Planning (June 20th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
Children & Your Money (June 25th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
Insurance & Your Estate (June 27th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
- Two insurance comparison web sites: kanetix.ca & ratehub.ca.
Housing I (July 2nd 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
Housing II (July 4th 2019, 6:30-8:30PM):
- Location: Burnside, room 1B24.
- Workshop description & registration available here.
- Download the slide deck.
- Please fill out the pre-workshop survey.