Events

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Free Workshop: All About RRSPs

January 24, 2018 – 6:15pm
What’s all the fuss about RRSP season, anyway? What should you be doing right now? Everyone has heard of RRSPs, but many are still unsure of the best ways to use them, or even how they work. Whether you already have one or you are thinking about starting one, we will give you the information you need in order to make smart decisions about how and when to invest in your RRSP.

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Free Workshop: Intro to Saving and Investing

January 30, 2018 – 6:15pm
If you only ever attend one of my workshops, let this be the one! No prior knowledge is required for this event, but I promise you will learn something even if you do have prior knowledge.
This is an introduction to some of the major concepts in saving and investing. We will go over tax sheltering, time horizons, investment options, protecting your savings and earning power, and more!

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Free Workshop: Learn About TFSAs

February 7, 2018 – 6:15pm
We’ve all heard of TFSAs (Tax Free Savings Accounts), but a lot of us are still unfamiliar with how they work and why they are awesome.
In this workshop we will learn about:
– How TFSAs work
– Why we need them
– How we can use them
– What kinds of investments we can put in them
– How they fit in with our overall financial plan
– TFSA vs RRSP

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Free Workshop: Budgeting and Cash Flow

February 21, 2018 – 6:15pm
A number of people have requested a workshop on budgeting, so we are going to tie that in with a discussion about cash flow. We’ll go over how to design and maintain a monthly budget, how we can track spending and debt, and how we can manage current cash flows and predict future ones.

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Free Workshop: Four Steps to Effective Investing

March 7, 2018
This is a repeat of a previous workshop, since more people have asked to have it again!
If you’ve attended the Intro to Saving and Investing, this is the logical next step.
We will talk about asset allocation, portfolio design, portfolio management, and tracking. These are some of the general concepts behind how we determine the best ways to invest your money so that you can achieve your goals!

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Free Workshop: Real Estate Investing

March 21, 2018 – 6:15pm
David Monteith is back! David is both a mortgage broker and a real estate investor. He has graciously offered to come in and teach us about real estate investing. This is a popular topic that has had great feedback in the past, and there is something for everyone in this presentation.

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All workshops will be held at 1508 West Broadway, Vancouver. Unless otherwise noted, networking starts at 6:15pm and workshops start at 6:30pm, with time for questions and networking after. **Please note that this building automatically locks itself in the evenings, so I will be letting you in with my key card. Signs will be posted on the doors with my number to be let in.