Saving strategies: Easy concept, difficult reality

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

Dart in bulls-eye of target drawn with chalk on grey paper

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.

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.

Request guidelines:

12 weeks’ notice needed to setup a session.
Requests must be submitted by the request deadline.
If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

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Theft of identifying information, such as a SIN number or passport
Engaging in deception for financial or personal gain
Using online phishing scams to obtain information from a business or person

Highlights

The ONE national conference 2019

September 23, 2019

Canada’s dynamic, must-attend CPA event of the year is heading to Montréal with the theme of innovation for sustainability.

Public sector conference 2019

October 28, 2019

If you’re a senior financial professional in the public sector or work for a not-for-profit that follows PSAB standards, this annual event in the nation’s capital is the place to be.

Mastering money conference 2019

November 7, 2019

Join CPA Canada’s Financial Literacy Program in Ottawa, our nation’s capital, as we look at the trends changing the economic landscape and how they will affect how Canadians manage their money.