About this Event
RBC Wealth Management Financial Literacy Program
Join us for an educational session at the Memorial Park Library where you can learn to manage your finances. This in-person event will cover topics such as budgeting, investing, and planning for the future. Whether you're just starting out or looking to enhance your financial knowledge with more complex concepts, this program is perfect for anyone wanting to take control of their money.
This entire program will be covered over the coming 18-20 months, as shown below.
We look forward to welcoming you.
Agenda
🕑: 05:30 PM - 06:30 PM
Credit & Account types
Info: Jan 07/26 - 5. Credit
Explains credit scores, borrowing options, credit cards, mortgage features, and importance of staying financially fit: includes presentation with case study and short videos.
6. Account types
Explores the different types of investment accounts (registered and non-registered) available to Canadians: includes presentation and case study.
🕑: 05:30 PM - 06:30 PM
Wealth Planning Basics
Info: Feb 04/26 - 7. Planning benefits -
Discusses planning approaches, components, benefits and steps in the planning process: includes presentation.
8. Wealth stage plans -
Case study discussion leveraging myGPS to illustrate how planning differs depending on life stage: presentation focuses on an early saver, a mid-life accumulator and a preserve / saver.
🕑: 05:30 PM - 06:30 PM
Asset Classes
Info: March 04/26 - 9. Financial documentation -
Explains the most common documents in banking, investing and planning - contracts, account opening, legal.
10. Asset Classes -
Describes the 3 most common asset classes - cash, bonds and stocks: includes presentation, crossword and supplemental handouts.
Event Venue & Nearby Stays
Location to be confirmed, TBC, Calgary, Canada
CAD 0.00









