The Practical Guide to Financial Planning
Date and Time: Tuesdays, February 18 – April 8 , 6:00 pm - 8:00 pm
Location: 688 Sherbrooke Street West
Come with a Friend: $185
Be a Friend: $185
Drop in for one session: $40
Space is limited so register now.
Sponsored by the Autorité des marchés financiers, this eight-part series presents fundamental concepts for successful personal financial planning: creating a budget, completing a tax return, choosing an investment strategy, buying a home, insuring for risks, retirement planning, and leaving a legacy. Each session covers a specific theme, and the presenter encourages interactive participation to enhance the learning experience. Co-Presented by Brenda Shanahan and Debbie Leahy.
Session #1 Planning your Budget
Setting realistic financial objectives at every stage of life, creating your budget and estimating revenues and expenses now and for the future. Avoid credit traps.
Session #2 Understanding taxes
Learn the basics about your tax return and how to optimize your after tax revenues.
Session #3 Saving and Investing: Part I
Saving the easy way. Understand the principal types of investments and their tax implications.
Session #4 Saving and Investing: Part II
Determine your risk profile. Create a savings and investment strategy suited to your goals and risk profile. Avoid unsuitable or questionable investments.
Session #5 Investing in Real Estate
Choose a home suitable to your investment objectives. Learn how to analyze the housing market and how to finance your real estate purchase.
Session #6 Choosing Insurance
What are the main types of insurance? Understanding premiums, coverage and clauses specific to insurance contracts.
Session #7 Living in Retirement
Public and private sources of retirement income. Protecting your assets from fraud and accessing community resources in the event of disability or other needs.
Session #8 Estate Planning
Organizing your affairs and helpful tips in preparing your will.
Brenda Shanahan, BSW, MBA, CFP, is a financial educator. Brenda works with community, corporate, and institutional groups on financial literacy topics such as budgeting, debt, investment savings, taxes, disability, and estate planning as well as public policy issues concerning social benefits and income security. Brenda’s “Let’s Talk Money” column appears every Tuesday in the Montreal Gazette.
Debbie Leahy started her career with London Life, where she worked in the areas of financial and estate planning. Joining Edward Jones in 2008, Deborah continues to assist her clients in the areas of retirement, tax, and estate planning. A licensed Investment Advisor and Stock Broker, Deborah’s focus is on helping her clients achieve their long term financial objectives. Deborah is also on the leadership team for her region at Edward Jones, and trains new financial advisors for the company.
Past vice president of the board of directors of the Business and Professional Women’s Club of Montreal, and mother of four, Deborah has been active in the community. Deborah contributes the monthly article, Financial Fitness, to the publication The Senior times of Montreal.
All cancellation & substitution requests must be made in writing.
The following Cancellation Policy applies:
Up to 7 days prior to the start date: Full refund
Within 7 days of the start date: No Refund, however suitable participation substitution will be permitted
If no notice is given prior to the start of the event(s) and you fail to attend, you will be liable for the full course fee.
McGill SCS reserves the right to cancel an event up to 5 days prior to its start
For more information
For additional information on PACE or One Day @ McGill sessions or for registration assistance, please contact us at:
pace [dot] scs [at] mcgill [dot] ca
Business Hours: 9am to 5pm (weekdays)