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Workshops & seminars

MONEY MATTERS // Women: Invest in Your Financial Literacy

Date & time

Thursday, April 4, 2019
8:30 a.m. – 5 p.m.

Speaker(s)

Sophie Audousset-Coulier, PhD, CPA, CGA; Tara Ramsaran, CPA, CA; Penelope Ellison, MBA, F.Pl.; & Nadine Parla, CPA, CA,

Cost

Early bird: $175 + taxes; Concordia students, alumni & staff: $131.25 + taxes; Regular price: $229 + taxes

Contact

jmec@concordia.ca
514-848-3960

Where

John Molson Building
1450 Guy Room 9th floor Conference Centre

Wheelchair accessible

No

JMEC_MoneyMatters

This workshop is powered by the John Molson Executive Centre with the support of Manulife Professorship in Financial Planning.

We all want to learn about money, but unfortunately the path to financial literacy isn’t as clear, quick, or easy as many of us would like it to be. Even the language associated with finance and money can sound complex (defined benefit pension plan, net worth and asset allocation, etc.) This workshop provides a safe, non-judgmental environment for you to take charge of your finances and your future.

It’s time to boost your financial confidence.

Your path to greater financial literacy begins by taking the first steps towards knowing how much money is coming in, and doing your best to keep as much of it as possible for smart investments. From there, it is simply a matter of making an effort to research and learn about investing strategies that capture your attention.

This program will put you on track to meet your financial goals; and ultimately achieve the financial freedom to make the choices that allow you to enjoy life.

What are you waiting for?

 


FACULTY

Sophie Audousset-Coulier, PhD, CPA, CGA, Dept. Chair and Associate Professor, Accountancy, JMSB

Tara Ramsaran, MBA, CPA, CA, CPA (USA), Senior Lecturer, Accountancy, JMSB

Penelope Ellison, MBA, F.Pl., Lecturer, Finance, JMSB

Nadine Parla, CPA, CA, Lecturer, Finance, JMSB


WORKSHOP OVERVIEW

Thursday, April 4, 2019, from 8:30 a.m. to 5 p.m.

8:30 a.m.               NETWORKING BREAKFAST

9 a.m.                   WHY IS FINANCIAL LITERACY ESPECIALLY IMPORTANT FOR WOMEN?

Sophie Audousset-Coulier, PhD, CPA, CGA, Dept. Chair and Associate Professor, Accountancy, JMSB

9:15 a.m.               WOMEN AND FINANCES: THE IMPACT OF SOCIAL NORMS, BIASES AND MISCONCEPTIONS

Sophie Audousset-Coulier, PhD, CPA, CGA, Dept. Chair and Associate Professor, Accountancy, JMSB

  • Understanding gender biases
  • Emotions and investment

10:00 a.m.            YOUR MONEY: MAKE IT, KEEP IT AND LET IT GROW. IT’S THAT SIMPLE! —Part 1

Tara Ramsaran, MBA, CPA, CA, CPA (USA), Senior Lecturer, Accountancy, JMSB

For most of us, our main source of income comes from our job: our paycheque. In this segment, you will gain insight into:

  • Understanding all items on your paystub
  • Standard government deductions and other taxable items from your employer

10:45 a.m.            BREAK

11:00 a.m.            YOUR MONEY: MAKE IT, KEEP IT AND LET IT GROW. IT’S THAT SIMPLE! —Part 2

Tara Ramsaran, MBA, CPA, CA, CPA (USA), Senior Lecturer, Accountancy, JMSB

  • Incentives to reduce your personal taxes
  • Claiming all your tax exemptions, credits and deductions
  • Building wealth with tax effective investments
  • FSA, RRSP, RESP and Unsheltered plans

 

12:15 p.m.             LUNCH

 

1 p.m.                    HOW TO STOP FEELING GUILTY ABOUT HOW YOU SPEND YOUR MONEY!

Penelope Ellison, MBA, F.Pl., Lecturer, Finance, JMSB

Anything you save has the potential to grow. There are two basic types of savings: short-term (emergency fund, upcoming expenses) and long-term (investing for retirement.) Learn about:

  • Achieving your goals: Build your net worth
  • Budgeting: Lifestyle choices that leave money to invest
  • Investing: Stocks, bonds, mutual funds and ETFs
  • Good vs bad debt: Negotiating it, paying it down, keeping an eye on your credit score

2:30 p.m.                BREAK

2:45 p.m.                BUILDING YOUR FUTURE SECURITY: WHAT DO I OWN AND WHAT IS IT WORTH?

Nadine Parla, CPA, CA, Lecturer, Finance, JMSB

Whether you are starting your first job, are mid-career or are planning your retirement, you need to know how to manage, grow and protect your money throughout the journey. Discover the importance of:

  • Insuring your assets (including yourself)
  • Planning for the end on your terms

4:15 p.m.                  NETWORKING


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