Through Chartered Professional Accountants Canada/Canadian Institute of Chartered Accountants Community Connect Program, I am now able to provide group sessions to enhance Financial Fluency in our community.
Community Connect is volunteer effort that I have joined that will assist individuals in becoming financially literate.
The content is geared towards those that generally do not have access to financial counselling or have a financial advisor.
If you are involved in, or aware of organizations or groups that could benefit from a presentation, let me know and together we can make arrangements.
There is no charge to attendees or the organization.
The organization is expected to provide the venue and publicity.
There are 8 topics covered:
- Are you a good financial role model?
- How to teach your kids about money
- Identity theft protection
- Effective tax strategies
- Ten healthy habits of financial management
- Savings strategies-easy concept, difficult reality
- Planning for your retirement
- Estate planning
The organization chooses the appropriate topic(s) and only one will be presented at a time.
Each presentation takes about an hour and is supported by a Power Point and hand outs.
Please call me if you need more information or to arrange for a presentation.
Feel free to pass this message on to anyone you feel may be interested in this program.