For many newcomers, living in Canada involves learning about finances and money management in new ways. This can include navigating new financial systems, and learning about tax filing and benefits, as well as day-to-day money management and saving. One-on-one financial coaching programs...
This one-hour webinar shares insights on why service design is so valuable for organizations and businesses, and what is involved in the service design process. The purpose of this webinar is to introduce you to what service design is, how it works, and what elements of service design you can take...
This webinar shares results on Statistics Canada research on barriers to uptake for the Canada Learning Bond (CLB). Specifically, this research examines whether tax filing or Social Insurance Number (SIN) access are greater barriers to accessing the CLB. Read the slides which accompany this...
This is a one-hour webinar on debt management solutions in Canada for situations where someone's debt is significant enough that specialized solutions are needed. The speakers explain what steps are likely to be involved in the credit counselling process in setting up a debt management plan, or...
This is a one-hour webinar on the tax filing experiences of Canadians living on low incomes, and some successful strategies frontline practitioners can use to reduce stress at tax time for participants, in their delivery of community tax clinics. The speakers in this webinar are: Nirupa...
This is a one-hour webinar on matched savings programs and personal savings strategies that work for people living on low incomes. Our panelists share experiences from their programs in Ontario and Calgary. The presenters in this webinar are: Dean Estrella, Momentum, Calgary, AB John...
This is a one-hour webinar on increasing take up of Registered Education Savings Plans (RESPs) among people on low incomes. Our panelists share challenges and success stories in their work to help clients save for their children’s post-secondary education. Learn successful outreach strategies,...
Un nombre croissant d’organismes communautaires au Canada offrent des programmes qui aident à améliorer le bien-être financier des familles et des personnes dans leur collectivité. Certains de ces organismes préconisent également des changements aux politiques et aux systèmes pour faire en...
This webinar is all about Managing your money, a resource developed to support money conversations and workshops with Indigenous individuals or families. We all strive to achieve a good life or Miyupimaatisiiun. The Managing your money booklet offers a series of seven simple and engaging...
This is a webinar presentation recorded with John Stapleton at Prosper Canada on October 4th, 2016. John Stapleton is a Principal of Open Policy, and has worked for the Ontario Government for 28 years in the areas of social assistance policy and operations. In the session John describes the...
Delivered in partnership with Plan Institute, this webinar "Future planning tips for people with disabilities and those who support them," discusses how planning for A Good Life can lead to achieving greater peace of mind about the present. This webinar also introduces the online Future Planning...
This webinar shares insights from three different financial coaching and counselling programs in Canada, discussing what these financial coaching programs look like, program successes, and program challenges. The speakers are: Sheri Fata, Manager of Education and Support Services at Thunder...
This webinar, "Planning a successful community tax clinic in Indigenous communities, Part 2," is the second in a 2-part series sharing information, community examples and promising practices with Ontario First Nation communities and Indigenous organizations to support the launch and planning of...
This webinar, "Planning a successful community tax clinic in Indigenous communities (Part 1)," is part one of two webinars trainings which share information, community examples and promising practices from Ontario First Nation communities and Indigenous organizations. This training will support the...
This webinar, "High cost lending in Canada: Risks, regulations, and alternatives," is about why high cost lending products are concerning, especially for financially vulnerable Canadians. Speakers discuss what is driving the use of these products, what kind of regulations are involved, and what...
In this webinar, "Financial literacy & coaching outcome evaluation made easy," you'll learn about the new online evaluation tool developed by Prosper Canada. This is a revolutionary new online evaluation question tool designed to help organizations measure the effectiveness of their financial...
In this webinar, "Insights to impact: What behavioural science tells us about building financial well-being," you'll learn about how behavioural science can be used to help build financial well-being and influence the design of financial empowerment programs. The speakers are Katy Davis,...
This webinar, "Indigenous financial wellness in Canada," introduces an Indigenous financial wellness framework, identifies some of the key barriers and opportunities for building financial wellness in Indigenous communities, and highlights evidence-based best practices for building financial...
For Canadians living with low incomes, tax filing is an important opportunity to boost incomes by accessing a wide range of government benefits. In this webinar, "Insights on hosting volunteer income tax clinics," experts in Canada share their knowledge and practices on what it takes to host...
In this webinar, "How to deliver financial supports for people with developmental disabilities," you will learn about financial supports and government programs for people with disabilities in Canada. The topics covered include: social assistance programs, the Disability Tax Credit and other...
A growing number of Canadians are living with fluctuating incomes - incomes which may vary significantly from month to month, not just from year to year. This makes it difficult to save, plan, and achieve financial wellness. This webinar, "Income volatility in Canada: Why it matters and what to do...
This is a webinar on the connection between health and wealth. Discusses social determinants of health, effects of financial stress, racial background, child poverty, and program examples of support...
These are the webinar slides from the Center for Financial Security webinar on the LIFT-UP program approach to municipal financial empowerment with the National League of...
These are the webinar slides from the Center for Financial Security webinar on the role of education in retirement...
This is the slide deck from the CFSI / Assets & Opportunity Network webinar on Fintech apps to support financial health. The webinar explains financial health, the goal of financial solutions technologies, the FinLab project to help wealther financial shocks through financial technology -...