Financial Literacy
Navigating finances can be overwhelming and raise questions for many older adults: Will my money last throughout my life? How will my finances be managed when I can no longer do it myself? This series of financial literacy workshops aims to equip you with the knowledge, skills and confidence to address these crucial questions. “Knowledge is power” – understanding what to consider, when and how to take action, and where to seek help allows us to plan and manage our financial future effectively. The goal of this series is to create a supportive environment where you can learn from both professionals and one another. It’s a safe space to gain insights, ask questions and share experiences.
Each session incorporates expert insights, case studies, practical exercises and comprehensive resources to help you make informed and confident financial decisions. Important: This is a five-part series. You may attend one or more sessions according to your preference and availability.
Please note that separate registration is required for each individual session. These sessions are not recorded. Event Capacity 30 Registration cap
Upcoming sessions
Session 1: Principles of successful investing
No one is immune to the volatility of the market. In today’s economic environment, many factors have a lasting impact on the performance of your investments. Learn to navigate these challenges and the expert principles of successful investing in this session. Use these tips for both long- and short-term investing and apply them to your own personal situations.
Event date: Monday, January 12, 2026 11:00 AM – 12:30 PM
Registration closed.
Session 2: Planning for retirement
Planning for retirement can be daunting. When will I retire? Will I have enough money to retire? What will help me fund my retirement? Canadians ask themselves all these questions and more as they map out the pathway to this destination. Discover useful strategies that can be implemented to help plan for the journey ahead.
Event date: Monday, January 19, 2026 11:00 AM – 12:30 PM
Registration closed.
Session 3: Income in retirement
Do you know what your retirement paycheck will look like? Whether you’re 2 years, or 15 years away from retirement, or already retired, it’s important to learn how to keep the most amount of money in your pockets. Join us to develop strategies that will help you build a healthy retirement paycheck so you can feel confident about your finances in this chapter of your life.
Event date: Monday, January 26, 2026 11:00 AM – 12:30 PM
Registration closed.
Session 4: Fraud and cyber fraud — What it is, how it happens and how to protect yourself
It is estimated that Canadians lost $638 million to fraudsters in 2024. Nearly half of Canadians have fallen victim to fraud and scams are on the rise. Investment, impersonation and spear phishing scams are some of the most common types that Canadians have experienced. Learn about these different scenarios and how to better protect yourself.
Event date: Monday, February 2, 2026 11:00 AM – 12:30 PM
Registration closed.
Session 5: Estate planning
Beyond just having a will in place, are you adequately protected from probate costs and taxation? How much money will be left for your family to manage your estate? Do you plan on leaving a legacy for them or future generations? These are all questions we can help you work through – leaving them unanswered may cause your family additional stress during an already troubling time. Learn about the strategies to reduce probate, taxes and fees to leave a legacy for loved ones.
Event date: Monday, February 9, 2026 11:00 AM – 12:30 PM
Registration closed.