Financial Literacy for Women

start Jul 21, 2025, 10:30 AM - end Jul 25, 2025, 12:00 PM

In this discussion, we will delve into why developing a personal financial strategy is important and opportunities to grow your financial health. Our discussions will cover topics aimed at fostering financial literacy and encouraging proactive financial management.

Agenda:

Topic 1: Wealth Planning Basics

Types of accounts e.g. TFSA/ RRSP/ FHSA/ RPP, etc
Explaining different stages of wealth planning – 1) early saver 2) mid-life accumulator 3) Preserver

Topic 2: Investing concepts

Asset class introduction: cash/ bonds/ stocks & expected return & volatility
Investment vehicles: mutual fund/ ETF/ segregated fund
Understanding your investor profile: very conservative/ conservative/ balanced/ growth/ aggressive growth
How to build an investment portfolio

Topic 3: Estate planning

Understanding the concept of estate and will, e.g. Power of attorney/ Executor/ Beneficiary
Insurance planning (life, critical illness, disability, home, automobile, travel, etc)

To register for this Zoom session click below:

Contact Info

	1401-2045 Lake Shore Blvd. W. Toronto, ON M8V 2Z6
	(416) 878-6066
	admin@cmacontario.com

About Us

The Ontario Branch of the CMAC has more than 80 clubs, mostly private golf, yacht, athletic and city clubs located in central and southern Ontario between Brantford on the West and Belleville on the East. At over 250 members, it is the largest Branch in CMAC and offers tremendous value for members through professional development, excellent opportunities for networking, promotion of club management as a career, and support through scholarships and donations.

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