Stretching into savings

Teach those on a low income how to develop a budget and set savings goals.

TIME  FRAME

60 min

SESSION OUTLINE

  • how to save
  • setting savings goals
  • making a budget 
  • ways to save 
  • pay yourself first 
  • investing your savings 
  • resources
  • Q & A

TRAINING

We have specific training to help you better understand low income Canadians and their needs. It contains information, activities and tools you will need to prepare for your session. We ask that you complete this training before presenting your session.

Note: this training is also provided in the facilitator’s guide.

SESSION MATERIALS

Your session package contains the following materials that are needed to present your session.

Facilitator materials:

  • forms
    • session registration form – please submit before session
    • volunteer self-evaluation form
    • host evaluation form
  • session PowerPoint
  • facilitator’s guide
  • resource checklist

Participant handouts:

  • session PowerPoint PDF
  • SMART Goals Worksheet 
  • Tracking your Income 
  • Monthly Budget 
  • Needs vs. Wants 
  • Finding Money activity 
  • Glossary of terms
  • session evaluation form

Additional Materials:

  • session overview
  • session flyer
  • invitation to host a financial literacy session
  • media advisory
  • press release

QUESTIONS?

For questions, please email us.

REGISTER YOUR SESSION

Sessions must be registered before presenting for CPD tracking purposes. Note: If more than one session is being presented, please fill out a second form and submit.

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