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Money Matters Finance Series

This three part series will help you understand the basic principles of personal finance, and how it affects your life.
Where: Online
Time: 7:00 p.m. - 8:30 p.m.
Repeats: February 3, March 3, and April 7  
Event Details:

Whether you think that loving it is the root of all evil, or that it makes the world go around, money (and financial literacy) is an important part of today’s society. This three part series will help you understand the basic principles of personal finance, and how it affects your life.

Part One: The Introduction (February 3)

In this section we introduce several financial concepts lay the foundations of the program. They include:

  • The Four Pillar Approach to Personal finance
  • Money, Income and Wealth
  • Spending and Budgeting
  • Compound Interest and Borrowing
  • 50 Shades of Debt

Part Two: Keeping Money - Taxes & Basic Investments (March 3)

One of our four pillars is keeping your money. This session introduces us to the tax system (most specifically income tax) and some basic investments.  Topics Include:

  • Taxation in Canada
  • Progressive Income Taxes
  • RRSPs and TFSAs
  • Some Basic financial Investments

Part Three: Keeping More Money (April 7)

This part goes further into detail on investments. We continue our discussion from the previous lesson and discuss the following:

  • More Stocks & Bonds
  • Mutual Funds and Exchange Traded Funds
  • Levered Investments
  • Real Estate
  • Other Investment Types

So, join us (virtually) for this series - you'll learn a lot about personal finance, and have a few laughs with our facilitator, Bill Erichson. Email Library Program Coordinator, Jeanette, at jbruce@whistlerlibrary.ca to sign up for one, two, or all three of these sessions.