Financial Wellness: A Two-Part Online Workshop

Demystifying Your Personal Finances

Stop Stressing About Money. Start Building Financial Confidence.

Money affects nearly every part of our lives, yet most people have never been taught how to confidently manage it.

Have you ever wondered:

◆ Am I saving enough?
◆ How do I create a budget that works?
◆ Should I pay off debt or invest?
◆ What’s the difference between a TFSA and an RRSP?
◆ How much should I have in an emergency fund?
◆ Am I making the right financial decisions?

If so, this workshop is for you.

Financial Wellness: Demystifying Your Personal Finances is a practical, judgment-free workshop designed to make money easier to understand. You’ll gain useful knowledge, practical planning tools, and clear steps to help you make more confident financial decisions.

What You’ll Learn

Session One: Building Your Financial Foundation

→ Understand your relationship with money
→ Create a budget that works in real life
→ Manage your cash flow
→ Build an emergency fund
→ Understand your credit score
→ Recognize good debt versus bad debt
→ Reduce financial stress
→ Build healthier financial habits

Session Two: Planning for Your Financial Future

→ Save for major life goals
→ Understand retirement-planning basics
→ Compare TFSAs and RRSPs
→ Learn the fundamentals of investing
→ Explore insurance and estate-planning basics
→ Avoid common financial mistakes
→ Create your Financial Wellness Action Plan

Your Workshop Facilitator

Cam Rutten, MFA-P™

Financial Advisor

Cam Rutten will guide participants through important financial concepts in a clear, practical, and approachable way.

This workshop is focused on education—not selling financial or investment products.

What You’ll Receive

✓ Financial Wellness Workbook
✓ Budget and Cash Flow Templates
✓ Financial Goal Planner
✓ Debt Reduction Planner
✓ Emergency Fund Calculator
✓ Retirement Planning Checklist
✓ Financial Health Assessment
✓ Resource Guide

Two-Part Workshop Schedule

This is one complete course delivered over two sessions. Your registration includes both sessions, and participants should plan to attend both dates.

Session One: Building Your Financial Foundation

Tuesday, October 20, 2026
7:00 p.m.–8:30 p.m. MT

Session Two: Planning for Your Financial Future

Thursday, October 22, 2026
7:00 p.m.–8:30 p.m. MT

Both sessions are delivered live online.

Who Should Attend?

This workshop is ideal for:

◇ Individuals who want to feel more confident with money
◇ Couples and families planning their financial future
◇ Young professionals building a strong foundation
◇ Business owners managing personal and professional goals
◇ People preparing for retirement
◇ Anyone experiencing financial stress or uncertainty

No previous financial knowledge is required.

Workshop Format

● One complete course delivered over two live online sessions
● 90 minutes per session
● Practical exercises
● Downloadable workbook and planning tools
● Live Q&A

What You’ll Take Away

By the end of the workshop, you’ll have a clearer understanding of your finances, practical tools you can use immediately, and a personalized roadmap for moving forward with confidence.

No sales presentations. No pressure. Just practical financial education.

Important Information

This workshop provides general financial education and does not include individualized financial, investment, legal, accounting, or tax advice. Participants should consult qualified professionals regarding their personal circumstances.