Workshops
Sometimes, the best way to learn is among friends. Or colleagues. Or fellow community members. If you have a group that is interested in learning more about managing their money, planning their financial future, or even just understanding their pay cheque a little better, I can help. I have experience presenting to groups of all ages and levels of financial sophistication, breaking down complex concepts as easily as you break down your cardboard boxes for recycling.
Presentations, seminars and workshops can all be tailored to your group's needs, can be delivered online or in-person (in Vancouver), with resources like planning templates and handouts provided.
Sample Presentation Topics
Budgeting & Money Management Basics
A great overview for those who are new to personal finances, but even those with some experience will learn something! I go over budgets, spending plans, how to tweak your spending to make sure you're working towards your goals, banking, managing credit (and your credit score!), and tackling debt.
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Financial Scams, Phishing and Fraud
Did you know that 18 - 34 year-olds are the most likely have been the victim of financial fraud? I go over the most common scams out there, how we can protect ourselves, and what to do if we fall victim to one of these criminal schemes.
A Guide to Your Pay Slip
CPP, EI, RRSP, RPP... what do all these letters mean on your pay slip? How does tax work in Canada? What else is being deducted? This workshop is designed for employees, especially those that are new to Canada, or just new to the job market.
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