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

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.