Saving strategies: Easy concept, difficult reality

Learn how to save more, pay down debt, spend less and invest in the future.

Time frame: 60 mins

Learning objectives for participants:

  • how to save more to pay down debt
  • saving and a reduction in spending often go together to achieve success
  • use the power of compounding to make savings grow
  • start to invest in the future to realize goals and dreams and prepare for a comfortable retirement

Outline:

  • saving definitions
  • savings strategies:
    • specific savings strategies pay yourself first
    • do a budget
    • from your investment income
    • expenditure management
    • keeping the momentum
  • tools and aids
  • Q&A

Learning materials:

  • Financial Consumer Agency of Canada Budget Calculator — helps make a budget
  • Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
  • Values Validator worksheet — helps determine what things are most important to help set values-based goals

Questions?

For questions, please email us.

Request a session

Want a session in your area? We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit. Eight weeks’ notice is needed to set up a session.

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Highlights

Gain practical organizational insights and learn from industry experts at this annual event for not-for-profit financial leaders.