Winter Money School 2023

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2023-11-29

7:30pm

Online Online via Zoom — Get Directions

$150 for entire series

Welcome to Money School!

Class will soon be in session.
 

The Wilimek Financial Money School program is a series of workshops delivered over a four-week period with the intention of empowering students to better understand, manage, and improve their finances.

Let’s get back to basics and learn all those things that should have been taught in school.

Money Mindset, Behaviours

Setting Effective Money Goals


Session One


In this class, we'll begin by talking about Money Mindset. This includes your own individual money origin story, which will give you more insight into your saving and spending habits, where they come from, and show you where your perspectives or learned behaviors may sabotage or otherwise affect the actions you take with your finances. We'll talk about techniques to attract more money, and hone in on your personal goal for Money School.

Wednesday November 29th, 7:30-9:00pm

 

Budget Basics & The Power of Saving


Session Two


GUEST SPEAKER: Mortgage Broker

In this class, you'll learn about how to tackle debt and create a cash cushion. We'll chat about your budget and why it doesn't need to be a dirty word! We'll review ways you can save your money, and some financial rules of thumb. You'll learn about the power of savings, and how to harness them for your own financial future.

Wednesday December 6th, 7:30-9:00pm


Credit, Insurance, Benefits...Oh My!


Session Three


GUEST SPEAKER: Accountant

In this class, we'll delve into what credit is, how to build it, and how to leverage credit to work for you. We'll also cover what living benefits are, and why you may need them. On a similar note, we'll discuss the various types of life insurance, how they work and who needs what type.

Wednesday December 13th, 7:30-9:00pm


Bringing Everything Together


Session Four


In this final class, we'll talk Investment 101: how, where, and why. You'll learn how to read your investment statements, and how to build a portfolio. We'll also cover exactly what you need to be thinking about and planning to do for a financially comfortable and enjoyable retirement.

Wednesday December 20th, 7:30-9:00pm



You will leave each session with homework to do to set you up for the next session, but more importantly, to set you up with all of the tools for you to be able to put yourself in a better financial position than you were in when you started the series. And remember, all Money School Graduates are invited to re-take future Money School sessions, as our Money Mindset is a lifelong journey.

We promise money doesn't have to be scary! Let us school you, so money doesn't carry any shame or guilt for you ever again!

Money mindset workshop was fantastic. Thanks so much for making finances less scary, Paula! - Jessy Thomas

Paula is amazing! She is a wealth of knowledge, and super, super down to earth as well! - Melissa Ferguson

Paula is fun, easy to talk to and makes talking about money feel GOOD! I was so inspired...- Candice Thomas

This workshop is incredible! Paula takes a deep dive into our mindset around money & gives you the tools to evaluate & evolve past, old habits. Highly recommend! - Jayme Henderson

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Ready to reach your financial goals?

Perfect - because I'm ready to help! Let's setup a time to grab a coffee (or tea!) and find out the best financial path to embark on.

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