Financial Literacy Events

Lakehead University Financial Literacy Events

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Become a Lakehead Financial Advocate!

Lakehead is proud to be offering our Lakehead Financial Advocate program again in 2022-2023. In order to earn the Lakehead & CFEE Financial Advocate badge, you must participate in at least 4 out of 5 Help! Managing Your Money on Campus financial literacy workshops offered in the 2022 Fall semester. The cumulative knowledge gained by attending these sessions and further adherence to the topics covered represent the foundation of financial health and stability.

Financial Literacy Events in 2022/2023

Below you can find a list of events throughout the 2022/2023 year! To access the event, either click the title of the presentation, or the respective date/time when applicable.

Date

Time

Presentation Name & Description      

October 5, 2022

2:00 PM

How to Prepare for Your Scholarship Applications: Student Central and Student Success Centre

Event: October 5th at 2:00pm. Virtual and in-person. Come join Abhi, Aroma, and Melanie as they discuss how to prepare for scholarship applications. This workshop will explore the myAwards portal, some basic scholarship questions you may be asked within an application (internally or externally!) and how to manage your time to get those applications submitted by the October 15th deadline!

October 6, 2022

6:00 PM

How to Pay for School

The Canadian Foundation for Economic Education (CFEE) has partnered with Lakehead University to offer a virtual workshop designed to help improve the financial education and capability of University and College students.

A post-secondary education in Canada is a significant investment and can cost $10,000+ per year. Join us to learn some of the ways you can pay for your education, important details about taking on and repaying government student loans, and the impact of being a student on your credit score. You’re in post-secondary to plan for your future, start now by planning for post-secondary.

The goal of “How to Pay for School” is to help you prepare for your post-secondary education by thinking about how you plan to pay for it, and what the longer-term consequences of that payment approach may be. You will learn about some of the ways available to pay for your education, including scholarships and bursaries, loans, and government programs; some of the finer details of government student loans, related to both taking them on, and paying them back; and how being a student can affect your credit score, including ways to build your score as a student. Without a proper plan, the cost of a post-secondary education can feel like an insurmountable obstacle. Think ahead, so you can get ahead.

October 19, 2022

2:30 PM

Canada Learning Bond Q&A

Are you turning 18 this year and need help paying for school? You may be eligible to receive up to $2000 for your education after high school through the Canada Learning Bond 🎓 Come join Brien Gillespie from the Canada Educations Savings Program to chat more about how to access this opportunity.

October 20, 2022

 6:00 PM

A Newcomer’s Guide to Canadian Finances

The Canadian Foundation for Economic Education (CFEE) has partnered with Lakehead University to offer a virtual workshop designed to help improve the financial education and capability of University and College students.

Moving to a new country and starting your life there can be a stressful experience. Thankfully, you don’t have to go through it alone. Join us to look at some of the specifics of life in Canada, like costs, banking and credit, and the income and personal tax systems. Learn from the experience of other newcomers to Canada, and the things they wish they knew when first arriving.

The goal of “A Newcomer’s Guide to Canadian Finances” is to provide you with the foundational knowledge necessary to prepare for life in Canada and manage your finances as a new arrival. You will learn about life in Canada, such as the costs you can expect, considerations when renting, and scams to watch out for; the differences between banks in Canada and how to get started with credit; and the ins and outs of earning income in Canada and paying personal income taxes. Starting over doesn’t mean starting from scratch—learn from the experiences of others to help make your transition to Canada as easy as possible.

October 26, 2022

2:00 PM

Collaboration with SHW: Meal Planning Workshop

In person.

November 3, 2022

 6:00 PM

Living a Financially Healthy Life

The Canadian Foundation for Economic Education (CFEE) has partnered with Lakehead University to offer a virtual workshop designed to help improve the financial education and capability of University and College students.

Finances are an unavoidable and important part of life. Join us to examine the foundational skills of budgeting, goal setting, saving, and effective spending. With these concepts under your belt, you’ll be ready for the next stages of your financial journey.

The goal of “Living a Financially Healthy Life” is to help you develop a healthy attitude towards money. Coming out of this workshop you will be able to make more informed decisions about purchases, be able to create a budget that includes savings and can help reduce your financial stress and know how to apply the magic of compound interest to increase your savings. You will learn how to take control of your money by setting goals and creating a budget that emphasizes paying yourself first; how to recognize the difference between a need and a want; and why it’s important to make savings an integral part of your life, not an afterthought.

November 9, 2022

2:30 PM

Gordon Stein Budgeting Workshop

Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances.

His mission is to improve financial wellness and help his audience regain focus, balance and joy in their lives. Gordon combines his trademark wit and no-BS style to speak with employee and association groups, financial advisors and the media about a breakthrough path to financial wellness with no risk, minimal effort, minimal sacrifice and no budgeting.

Join Gordon for a budgeting session to help you navigate the rest of the academic year ahead, and beyond! Registration required.

November 17, 2022

1:00 PM

Presentation and Q&A with Rob Brown: Author of Wealthing Like Rabbits

Have you ever wondered what zombies, Star Trek, and rabbits have in common? Come and find out! An original and occasionally hilarious introduction to the world of personal finance hosted by Rob Brown, author of Wealthing Like Rabbits.

November 17, 2022

6:00 PM

Getting Started with Investing

The Canadian Foundation for Economic Education (CFEE) has partnered with Lakehead University to offer a virtual workshop designed to help improve the financial education and capability of University and College students.

Investing may sound like an activity for the wealthy, but it plays an important role in your financial journey at all levels of income. Join us to learn about why having an investors mentality for finances is important, the main asset classes available, and the accounts that can protect your investments from taxes. Developing investment habits early will make a big difference in your long-term financial health.

The goal of “Getting Started with Investing” is to provide the foundational knowledge necessary to de-mystify investing and give you the confidence to make longer-term financial decisions. You will learn about inflation and why it’s important to invest your money to stay ahead of it; the basic asset classes available and the relative risk of each; and the tax implications of various investment accounts and how you can use them to your advantage. Investing is not a get rich quick scheme, it’s a way to use the money you don’t need right now to work for your future, offering peace of mind for years to come.

November 24, 2022

11:00 AM

Financial Literacy Fair

Chat with representatives from local financial and governmental organizations to learn more about money and debt management, planning and saving for the future, and personal income tax, and more!

November 29, 2022

2:00 PM

Collaboration with SHW: Eating Well For Mind and Wallet Event

TBA

November 30, 2022

3:00 PM

Q & A with Gordon Stein

 TBA

December 1, 2022

6:00 PM

Building an Investment Portfolio

The Canadian Foundation for Economic Education (CFEE) has partnered with Lakehead University to offer a virtual workshop designed to help improve the financial education and capability of University and College students.

Investing without a plan can lead to serious risk of loss, something a wise investor likes to avoid. Join us to learn about tax efficient investing, strategies to manage your overall investment risk, and methods to evaluate and understand stock purchasing decisions. Building a solid investment portfolio can help keep your money safe, so you can watch it grow for years to come.

The goal of “Building an Investment Portfolio” is to cover the basics of diversification and managing investment risk. You will learn about methods to decrease or even eliminate the tax burden offered by your investments; different strategies to manage investment risk and build a more stable asset portfolio; and methodologies to review and evaluate stocks, which can be a driving force behind a balanced portfolio. “The best offence is a good defense”—by building a balanced portfolio, you can reduce your risk of loss, putting your money to work for you.

February 2, 2023

6:00 PM

A Newcomer’s Guide to Canadian Finances

Moving to a new country and starting your life there can be a stressful experience. Thankfully, you don’t have to go through it alone. Join us to look at some of the specifics of life in Canada, like costs, banking and credit, and the income and personal tax systems. Learn from the experience of other newcomers to Canada, and the things they wish they knew when first arriving.

 The goal of “A Newcomer’s Guide to Canadian Finances” is to provide you with the foundational knowledge necessary to prepare for life in Canada and manage your finances as a new arrival. You will learn about life in Canada, such as the costs you can expect, considerations when renting, and scams to watch out for; the differences between banks in Canada and how to get started with credit; and the ins and outs of earning income in Canada and paying personal income taxes. Starting over doesn’t mean starting from scratch—learn from the experiences of others to help make your transition to Canada as easy as possible.

February 16, 2023

6:00 PM

Building an Investment Portfolio

Investing without a plan can lead to serious risk of loss, something a wise investor likes to avoid. Join us to learn about tax efficient investing, strategies to manage your overall investment risk, and methods to evaluate and understand stock purchasing decisions. Building a solid investment portfolio can help keep your money safe, so you can watch it grow for years to come.

The goal of “Building an Investment Portfolio” is to cover the basics of diversification and managing investment risk. You will learn about methods to decrease or even eliminate the tax burden offered by your investments; different strategies to manage investment risk and build a more stable asset portfolio; and methodologies to review and evaluate stocks, which can be a driving force behind a balanced portfolio. “The best offence is a good defense”—by building a balanced portfolio, you can reduce your risk of loss, putting your money to work for you.

March 2, 2023

6:00 PM

Investing in Alternative Asset Classes

In the world of investments, there is a lot more available than just the “standard”. Alternative investments are items and asset classes that offer unique properties that, when added to a diversified portfolio, can offer additional balance, or even growth opportunities. Join us to learn what alternative investments are, the risk/return profiles of some alternative asset classes and dig into the opportunities and concerns of cryptocurrency.

The goal of “Investing in Alternative Asset Classes” is to look at alternative investment options with an open mind, reviewing the potential risks and comparing with the opportunity for return. Understanding your personal risk/return balance is important to recognize which alternative investments may be worth including in your diversified portfolio, and which are beyond your comfort level. You will learn what alternative investments are, and how they behave compared to the standard market; the risk/return profile of some different alternative asset classes, including commodities, private capital, and derivatives; and some of the opportunities and concerns that come with a popular new alternative investment, cryptocurrency. Sometimes the perfect portfolio balance requires thinking outside the box— just be sure to do your research first.

March 16, 2023

6:00 PM

How to Manage Debt and Credit

Debt and credit can be powerful tools, but only if used properly. Join us to learn ways to manage general debt, including deciding when it’s worth taking the debt in the first place; how to effectively manage a credit card; and why your credit score is so important for your future. Use debt and credit the right way, with confidence.

The goal of “How to Manage Debt and Credit” is to help you understand and navigate the ever-expanding world of borrowing. You will learn how to manage general debt, and the difference between “good” debt and “bad” debt; how to use credit cards as a resource and a tool for your future; and what a credit score is, why it’s important, and strategies to improve a weak score or maintain a strong one. Debt and credit can be powerful tools, or dangerous opportunities. Take the time to learn how to use them correctly and you will thank yourself down the road.

March 30, 2023

6:00 PM

Buying Your First Home

Home ownership is a significant investment and can signal the beginning of a new stage of life for many Canadians. Join us to look at the pros and cons of home ownership, the steps of the home buying process, and some of the government programs available to help along the way. It’s never too early to start thinking about whether buying a house is right for you.

The goal of “Buying Your First Home” is to help you understand the home buying process, and whether it’s the right move for you. You will learn whether buying or renting is a better fit for your lifestyle and needs; how to prepare for and navigate the home buying process, including ways to determine what you can afford and how much you need for a down payment; and the government programs and other service providers like real estate agents and mortgage brokers who may also play an important role. 2/3 Canadians own their own home, but it isn’t for everyone. If home ownership is part of your future, start planning now—it maybe the most significant investment of your life.

Past Financial Literacy Events

Financial Literacy Events in 2020

Resources

Check out the resources below for additional information on programs and resources that might be available to you!