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Workshops |
Our top-notch workshops will meet--and surpass--your expectations. With our 100% money-back guarantee, there's no risk. Register today!
Location
Unless otherwise noted, workshops are held on select Saturdays or Sundays from 10:00am to 4:00pm at:
1071 King Street West, Room 209
Toronto, ON (map)
Visitor parking is available onsite. If taking public transit, take the TTC King streetcar to Sudbury Street. Weeknight workshops coming soon!
Cost
Costs vary by workshop. The cost of each workshop includes: |
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Financial Literacy
Financial literacy is the ability to make informed judgements and effective decisions about the use and management of money. Unfortunately, too many individuals finish formal education without learning basic financial skills, or do not feel confident in applying the knowledge they have. Our financial literacy workshops bridge the gap between what you already know and the skills needed to make sound financial decisions. Do you want to take control of your finances? Start with this life changing series.
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Take these workshops if you want to...
- Improve your ability to manage money and personal finances
- Understand and monitor what your financial advisor is doing with your money
- Build wealth and plan for the future through smart savings and investment strategies
Topics Covered
FINANCIAL LITERACY I - Fundamentals
- Understand the magic of compound interest and how it can help you reach your goals
- Calculate and grow your net worth
- Prepare an effective budget and stick to it
- Use "opportunity cost" and "time value of money" concepts to improve decision-making
- Reduce your overall tax bill using RRSPs and Tax Free Savings Accounts
- Understand tax breaks available to home buyers (e.g. principal residence exemption, home buyers plan)
FINANCIAL LITERACY II - Investing
- Understand the pros and cons of different types of investments and how they have performed historically
- Calculate your return on investment and identify hidden investment costs
- Understand the basic tax treatment of various investments
- Learn common investment strategies (e.g. dollar cost averaging)
FINANCIAL LITERACY III - Borrowing
- Understand the difference between good debt and bad debt
- Learn to use debt to your advantage
- Understand the basic tax treatment of different types of debt
- Improve and monitor your credit
- Learn about basic macro-economic indicators (e.g. interest rates, inflation) and how they apply to you
- Understand how the information from each of the Financial Literacy workshops fits together and can be practically applied going forward
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Real Estate Investing
Investing in real estate is a great way to grow your wealth if done responsibly. Developing the knowledge to correctly identify and analyze potential real estate investments is the necessary first step to becoming a successful real estate investor. This series of workshops covers the process of investing in income producing properties. Although consideration is given to various types of real estate investments, this series mainly focuses on investing in residential real estate using a “buy and hold” strategy.
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If you don't have a good grasp of the topics covered in the Financial Literacy series, we recommend participation in those workshops first; this series assumes participants have a basic understanding of personal finance.
Take these workshops if you want to...
- Purchase real estate that meets your objectives and provides an adequate return on investment (Note: For purposes of this workshop, we don't consider your “home” to be an investment)
- Limit the amount of unwelcome "surprises" after the purchase
- Effectively manage your property to maximize value and increase profits
Topics Covered
REAL ESTATE INVESTING I - Fundamentals
- Understand the pros and cons of different types of real estate investments
- Determine which type of real estate investment is for you (if any)
- Select the target location(s) for your investment
- Sort through properties to find suitable investments
- Analyze potential investments qualitatively and quantitatively (Note: Qualitative analysis is covered in more depth in Real Estate Investing II)
REAL ESTATE INVESTING II - Property Analysis & Due Diligence
- Learn to compare different properties and determine their value
- Identify common “hidden” costs
- Limit unwelcome “surprises” after the purchase through due diligence procedures
- Understand common financing options for real estate investing (e.g. traditional mortgages, vendor take-back mortgages, re-advancable mortgages, private financing, variable vs. fixed term mortgages)
To get the most out of this workshop, consider bringing details (e.g. financial statements, rent roll, etc) of a specific property. We'll walk you through a step-by-step analysis for that property. Don't have a property in mind? Not to worry. We have plenty of examples that can be used.
REAL ESTATE INVESTING III - Property Management
- Market your property to attract high quality tenants
- Avoid common tenant issues through effective tenant screening
- Ensure your lease agreement protects your interests
- Learn strategies to help maximize property cash flow and value
- Use tax laws to your advantage to minimize and/or defer taxes
- Understand your obligations and responsibilities as a landlord in Ontario
- Learn data management and record keeping techniques
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Small Business Development
Are you thinking of starting a business? Have you recently taken the plunge into entrepreneurship? Are you looking for ways to improve and grow your existing small business? If so, this series of workshops is for you. Workshops will be introduced to the public in Summer/Fall 2010. If you would like to participate sooner, please contact us. We'll be holding private sessions on these topics in the Spring and may be able to accommodate you.
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Take these workshops if you want to...
- Setup a new business or grow an exisiting business in Ontario
- Understand and monitor financial information critical to your business operations
- Streamline your recordkeeping and take advantage of tax deductions available to your business
Topics Covered
SMALL BUSINESS DEVELOPMENT I - Fundamentals
- Basic registration and licensing requirements
- How to structure your business (sole proprietor, partnership, corporation)
- Key components of a business plan (covers all areas of a business plan except for cash flows)
- Insurance requirements
- GST, PST and the upcoming HST. How do these apply to your business?
SMALL BUSINESS DEVELOPMENT II - Finances
- Prepare cash flow forecasts for your business and monitor how profitable your business is
- Understand tax implications and filing requirements, including how to minimize taxes by taking advantage of available deductions
- How to keep track of your sales and expenses
- How to quickly scan a financial report and pick out the numbers that matter
- Key measurement tools, ratios and indicators and what they tell you
SPECIAL TOPICS
- Quickbooks 101
- Social Media for Business |
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Testimonials
"Money Matters Workshops was able to deliver fact and reason to an otherwise complicated subject via an unbiased and engaging workshop. I was able to learn things about my financial situation in a way that enabled action and encouraged change...Throughout the workshop we were not only shown the "big picture" but we were also provided with details on how to improve (and continue improving) our financial position. The practical component to the workshops really made the difference. The templates were also very useful in applying what we learned. Financial habits are hard to break, but with Monika and Money Matters Workshops I found it easy..."
- Milan (January 2010)
"I just wanted to reiterate my thanks to you and Massimo for holding a great workshop. Even as someone with an accounting background, I was able to learn new concepts and a different way of thinking about money..."
- Victor (January 2010)
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Instruction by a qualified,unbiased professional with hands on experience