Sandi Martin & John Robertson will be hosting Money 201: Planning and Investing at the Toronto Public Library Port Union branch on February 24, 2015. The session will run about an hour and a half, with plenty of time afterwards for questions. TPL has told us that the room should hold about 40.
Once you have already mastered the basics of paying off debt and saving, what are the next steps to take in your financial life? We will walk through long-term planning and investing. Planning provides the context for investing, fitting the financial pieces into your life. A long-term plan that takes into account your individual needs and goals will help you make sensible investing decisions. The workshop will then cover basic investment options with a focus on index funds and doing it yourself. Other items to be briefly discussed include portfolio rebalancing, analysis paralysis, TFSAs and RRSPs, and suggested reading. This workshop is intended for non-professionals who are interested in learning more about planning, investing, and how to take control themselves.