Improve financial management and help adults teach their kids about money.
Learning Outcomes
- self-assess standing as a financial role model
- learn the ten healthy habits of financial management
- obtain resources to help get their financial house in order
- understand SMART goals & effective goal setting
Session Outline
- why teaching kids about money is important
- goal and challenges of teaching kids about money
- characteristics of a good financial role model
- ten healthy habits of financial management
- how to set financial goals
- resources
- Q&A
Learning Materials
- Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
- Values Validator worksheet — helps determine what things are most important to help set values-based goals
- Role Model Self-Assessment worksheet — determines kind of financial role model
Other Sessions
Better understand Canada’s tax system and minimize the amount of tax paid.
How to effectively plan for the kind of retirement you desire.
Learn how to save more and spend less.
Understand fraud and how to protect yourself from being a victim.
Improve financial management and help adults teach their kids about money.
How to become better money managers.
Learn about the Disability Tax Credit and Registered Disability Savings Plan and how to access them.
Helps with the goals and challenges of raising money-smart
Why every adult should have an estate plan. Learn how to create a plan to distribute assets, during life or upon death.
Learn how to move ahead financially after the loss of a job