Managing your money: Planning for today

Help those in remote communities understand their cash flow and improve their financial skills.

Time frame

60 min

Session outline

  • understanding your paycheque and payroll deductions
  • bank accounts – different types of bank accounts and how to open them
  • personal account
    • family account
    • joint account
  • knowing your money situation
  • debt – credit cards
  • types of saving vehicles
  • tax
    • why to file
    • how to file
    • tax tips
  • resources
  • Q & A

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
  • session evaluation form
  • document organizer
  • sample T4 slip
  • sample pay cheque stub
  • sample budget sheet
  • how to write a cheque

Additional materials:

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

Questions?

For answers to your 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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