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We offer complimentary workshops and webinars on a wide range of topics to increase your financial literacy

Increase your monetary literacy – your financial health depends on it. When it comes to financial matters, the education community shares many common concerns and challenges. To help address them, Educators Financial Group offers complimentary informative workshops and webinars on a wide range of topics. Each one takes into account your life stage, as well as your career level. Workshops and webinars can last 45 to 90 minutes, and are led by our knowledgeable financial specialists.

Here’s how it works…

  1. Choose among the topics listed below.
  2. Fill out the contact form below.
  3. If you are requesting a workshop, please book the venue – typically a room in your district office or school – we’ll provide everything else.
  4. We’ll schedule your workshop or webinar and confirm the details once it is booked.

Here is a list of our current workshops:

Mid Career—Managing your Money for Financial Comfort:

Getting a better handle on cash flow. Reducing debt. Saving for the future. This workshop is all about focusing on the key goals your members should be working towards by the time they reach the midpoint in their career. Because time is ticking—the time to act when it comes to securing their financial future is now.

Financial Planning in your Early and Mid-Career Workshop:

This workshop will assist your members in optimizing their cash flow, reducing their debt, and accumulating savings. These are the key goals that they should pursue in their early career and will enable them to attain these goals by the time they reach the midpoint in their career.

Financial Planning 101:

Had a wave of new education members join your district? Help them get a jump-start on money management! From financial implications of their pension, to how to save for a down payment on a home, these are the basics that every early career educator needs to know.

The Keys to Financial Wellness:

Balancing high debt levels and low savings can be quite the juggling act. Especially after union dues and pension contributions. So if your members could use a little peace of mind when it comes to their finances, this is definitely the workshop for them.

First-Home Savings Account Workshop:

The New Tax-Free First Home Savings Account (FHSA), a new initiative introduced by the Canadian Government, will allow your members to save funds towards a home purchase on a tax-free basis by combining attributes of both a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA). This session will explain all the details of this new account, and how it can be best utilized to help achieve their home ownership goals.

The DOs and DON’Ts to Debt and Credit:

When it comes to this subject, ignorance definitely isn’t bliss. So from the good and the bad, to the downright scary — we delve deep into everything education members need to know in order to get these “DOs” and “DON’Ts”, down pat.

Estate Planning for Retired Educators:

Having a solid plan in place during illness, or after they’re gone, is the best gift your members can leave behind for their family. In this workshop, they’ll learn about which documents they’ll need to protect their assets, and ensure health care and final wishes are carried out.

Walk into Retirement with a Plan:

Do your members think they will have enough savings to live the kind of retirement lifestyle they want? Here we’ll shed some light on what their finances could look like in retirement, in order to uncover potential income gaps, and then propose solutions to fill them in.

Independent Women:

Women comprise the majority of the education community, so we created a workshop that’s all about providing financial fundamentals for the female educator.

Investing—Empowering You to Make the Right Choices:

From purchasing or renovating a home to starting and raising a family—financial goals start becoming larger as your members get further into their education career. This workshop will show how the power of investing can put your members on the financial path to achieving these goals, whatever they might be.

Complete the contact form below and we’ll be in touch to help schedule your workshop or workshops:


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