Archived Workshops

February 6, 2019 – Demystifying the Job Search Process / Planning your Next Career Move

A “good” job is key achieving your financial goals. In this workshop, two recruitment and HR professionals share insights on planning your next career move. Even if you you’re not actively looking, this workshop will help you to be more successful when you do want to make a change. We explore some of the considerations that come up when building your career and making choices – from joy to financial health. The following topics will be covered:

  • Determining your motivation
  • The work that goes into your job search
  • Landing that job (the application, the interview and selling yourself)
  • Salary conversations

February 13, 2019 – Working with a Financial Planner

Financial planning helps you achieve your life goals through the proper management of your financial affairs.  This presentation for women explains what you can expect when you go see a financial planner and the basic concepts of financial planning to help you get started.  Our presenters provide answers to questions such as:

  • what does a financial planner do
  • how do financial planners charge for their services
  • where to find a financial planner
  • how much money do you need
  • what do you need to know in order to discuss your financial plan

February 21, 2019 – Introduction to Buying a Home

This workshop for women provides information on buying a home starting with the decision to rent or own and then looking the cost of ownership.  Concepts covered in this workshop include:

  • top ten risks of buying a home
  • how to figure out if renting or buying is a smarter decision
  • how to calculate the mortgage amount you qualify for
  • how to figure out the upfront and ongoing costs of home ownership
  • different types of mortgages
  • how to pay the least amount of interest on your mortgage

February 27, 2019 – Investing in Stocks and ETFs

This workshop is for women who would like to have a better understanding of investing in stocks and exchange traded funds (ETFs) that trade on pubic stock exchanges.  Participants should have some familiarity with stocks in order to get the most out of this workshop. We look at the basics of portfolio management and equity trading including:

  • creating an equity portfolio to maximize returns and manage risks
  • analyzing stocks and exploring other types of trading decisions
  • understanding where investment returns come from and measuring performance
  • setting up a trading account and looking at the fees involved
  • where to get more information

October 2, 2018 – Understanding Basic Banking, RRSPs and TFSAs

This is a two-part workshop for women wanting a better understanding of the different types of accounts available for saving and investing. Our presenters are part of a program called Each One, Teach One put on by Vancity which is dedicated to promoting financial literacy and independence.

  • How to choose the right bank account for your needs
  • How to make interest work for you — not against you
  • Ways to reduce your account and transaction fees
  • The benefits of using RRSPs and TFSAs
  • How to decide whether to invest in an RRSP, a TFSA or both
  • The different kinds of RRSP and TFSA products

October 16, 2018 – Personal Income Tax Return Preparation

This workshop is for any woman who would like to learn more about how to do their income tax returns from a professional accountant. The concepts covered in this workshop include:

  • How to complete a basic personal tax return
  • What to do about self-employment income
  • Why it makes sense to file your tax return, even if you don’t owe money
  • Benefits available to lower-income taxpayers in Canada
  • Where to find help

October 23, 2018 – Credit Fundamentals

This workshop deals with various aspects of credit including home mortgages.  Women who attend do not need any background in this topic. We will talk about important basics such as:

  • Why your credit history matters
  • How to build a good credit score
  • Cost of borrowing
  • How to calculate the mortgage amount you qualify for

October 30, 2018 – Understanding Stocks

This workshop is for women who have little or no understanding of how stock markets work.   We will go over basic terminology and delve into topics such as:

  • What is a stock
  • What are the risk and return characteristics for stocks
  • How are stock market indices created and what are they used for
  • How do you measure investment results

June 7, 2018 – Understanding Capital Markets

This workshop is for people who have little or no understanding of how stock and bond markets work.   We will go over basic terminology and delve into topics such as:

  • the features of equity securities and debt securities
  • a comparison of the risk and return characteristics of equities and debt
  • security market indices, including their construction and valuation, and the types of indices
  • measuring investment results
  • buying stocks and bonds

June 14, 2018 – Demystifying the Job Search Process

In this workshop, two recruitment “insiders” will share insights on the job search process. We will explore some of the considerations that come up when building a career path and making choices – from joy to financial health. The following topics will be covered:

  • the work involved in your job search
  • the application process (including social media)
  • your documents
  • the interview
  • salary conversations

June 21, 2018 – Investing in Stocks

This workshop is for women who have started – or would like to start –  investing in the stock market. We will explore various tools to use when directly buying and selling stocks using an online or discount brokerage account. The concepts covered in this workshop include:

  • how to set up an brokerage account
  • approaches to valuing common shares
  • how to decide when to buy and sell
  • how to measure performance

June 28, 2018 – Practical Tips on Finance

This workshop will be about sharing helpful financial practices.  Attendees do not need any background in understanding finance. We will talk about important basics such as:

  • setting goals
  • creating a budget
  • understanding the banking and credit systems
  • ideas on how to increase your savings
  • how to start investing