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
Wealth Planning Basics
Info: Feb 04/26 - 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. 9. Financial documentation -
Explains the most common documents in banking, investing and planning - contracts, account opening, legal.
?: 05:30 PM - 06:00 PM
Asset Classes
Info: March 04/26 -
10. Asset Classes -
Describes the 3 most common asset classes - cash, bonds and stocks: includes presentation, crossword and supplemental handouts. 11 - Markets & Investment Vehicles - Examines the various markets (capital, secondary and stock) and investment vehicles (e.g. mutual funds, ETFs, Segregated Funds, etc.): includes presentation, supplemental handouts and group exercise on ‘quotes’.
?: 05:30 PM - 06:30 PM
Credit & Account types
Info: April 01/26 - 12. Risk & Diversification - Discusses the importance of diversification and the “risk and return” relationship: includes presentation. 13. Risk Tolerance Profile
Evaluates investment profiles and how to determine comfort level with risk: includes presentation, simplified risk questionnaire, and group exercise.
Event Venue & Nearby Stays
Location to be confirmed, TBC, Calgary, Canada
CAD 0.00
