DIY Savings and Investment Clinic
Brought to you by AMF & McGill School of Continuing Studies
Curious about how to save without sweat and invest without worry? These are turbulent times but you too can learn how to safely navigate the savings and investment marketplace so that you can find the right place to plant your hard-earned cash and make it grow. We will talk about the basic principles of investing, how to assess your own risk profile as well as how to minimize fees and transactions costs. This hands on “Do it Yourself” 2 hour session will help you create a foolproof savings and investment plan, track your progress and safeguard your funds so you can meet your financial goals.
This workshop is also available in French. Learn more here.
Date: December 4, 2012
Time: 16:00 – 18:00 pm
Location: 688 Sherbrooke Street West, Room to be confirmed
Workshop Fee: Free
Description
This workshop is aimed at those who want to learn how to save money and how to invest their funds while being able to sleep well at night. We will examine the three basic types of investments and discuss what personal risk tolerance really means in choosing how to invest. We will talk about the different types of tax advantaged accounts and how best to use them in meeting our financial objectives. Participants will be provided with worksheets and shown how to analyze and readjust their investments as needed. Tips and tricks on how to choose an investment firm, how to avoid excessive fees and how to protect oneself against misleading sales practices and fraud will be shared in a group setting.
Objectives
At the end of this workshop participants will able to:
- Make simple investment choices for themselves
- Analyze and monitor their investments
- Review account statements for important information
- Set savings and investment objective consistent with financial goals
- Monitor progress and make improvements
Who Should Attend
Anyone who wishes to gain control over their personal savings and investments.
Facilitator
Brenda Shanahan, BSW, MBA, CFP is a former banker turned social worker who is a trailblazer in the field of financial education. Brenda’s mission is to help individuals, couples and families manage their money with confidence. As a financial educator and counsellor, Brenda works with students, private clients and community groups on financial literacy topics such as budgeting, debt, investment savings, taxes, disability and estate planning as well as social policy issues concerning social benefits and income security.
Brenda currently writes a weekly column called “Let’s Talk Money” for the Montreal Gazette addressing personal finance questions with a social work twist and is frequently asked by radio and online media to provide financial education and comment on fiscal policies affecting ordinary Canadians.