Asset building – Prosper Canada Learning Hub

Saving on a low income: Programs and strategies

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 Cockburn, Credit Counselling Sudbury, ON

This webinar is geared towards frontline practitioners and organizations providing financial empowerment programs.

Handouts, slides, and time-stamps

Presentation slides for this webinar

Handouts for this webinar:
Brief: Matched Savings programs – webinar handout (Momentum)
Matched Savings programs chart – webinar handout (Momentum)
Budget Tracker – webinar handout (Credit Counselling Sudbury)
Monthly Budget – webinar handout (Credit Counselling Sudbury)

Time-stamps for the video-recording:
3:26 – Agenda and introduction
6:17 – Audience polls
9:41 – Reasons to save (Speaker: Glenna Harris)
12:08 – Effectiveness of Matched Savings (Speaker: Dean Estrella from Momentum)
32:10 – Savings strategies for clients on low incomes (Speaker: John Cockburn from Credit Counselling Sudbury)
47:50 – Q&A

Successful strategies for saving for higher education

November 16, 2018/0 Comments/in Prosper Canada Asset building and saving Asset building, Assets, Canada, Canada Learning Bond, Education savings, Low income, Post-secondary education, Program development, RESP, Saving Prosper Canada Prosper Canada Webinars Webinar Canada Asset building, Financial education /by Glenna Harris

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, tips on increasing sign ups through one-on-one support, and other approaches that work. The presenters in this webinar are:

Allyson Schmidt (Credit Counselling Service of Sault Ste. Marie and District)
Rocio Vasquez, (Family Services of Greater Vancouver)

Click 'Get it' below to access the video link, and scroll down to access handouts, slides, and video timestamps for this webinar.

Handouts, slides, and time-stamps

Presentation slides for this webinar

Handouts for this webinar:
RESP case plan – webinar handout (from Credit Counselling Sault Ste. Marie)
RESP tracking sheet – webinar handout (from Credit Counselling Sault Ste. Marie)
RESP quick reference sheet – webinar handout (from FSGV)
RESP sample letter to schools – webinar handout (from Credit Counselling Sault Ste. Marie)

Time-stamps for the video recording:

3:00 – Agenda and introductions
5:05 – Audience polls
9:00 – Importance of education savings (Speaker: Glenna Harris)
16:00 – Credit Counselling Services Sault Ste. Marie and District (Speaker: Allyson Schmidt)
33:00 – Family Services of Greater Vancouver (Speaker: Rocio Vasquez)
54:45 – Q&A

Retiring on a low income: Learnings

March 26, 2018/0 Comments/in Prosper Canada Financial well-being, Tax filing and benefits Canada, Financial inclusion, Mainstream financial services, Retirement planning, Seniors, Tax benefits John Stapleton Prosper Canada Webinars Webinar Canada, Ontario Asset building, Financial education /by Glenna Harris

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 differences between non-refundable and refundable tax credits, deductions, exemptions, and entitlements. He also reports on his learnings from presenting on tax credits and retiring on a low income to local Ontario audiences.

This is the webinar video recording.

For more information on retiring on a low income, including John’s updated toolkit with 2018 information, please visit: Open Policy Ontario.

Future planning for people with disabilities

March 26, 2018/0 Comments/in Prosper Canada Financial well-being Canada, Disability, Financial well-being, Online tool, RDSP, Tax benefits PLAN, Prosper Canada Prosper Canada Webinars Webinar British Columbia, Canada, Ontario Asset building /by Glenna Harris

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 Tool for Persons with Disabilities*, a resource that helps you, your family, and your clients create a financial plan.

The speakers are:

Brendon Pooran, Founder and principal lawyer, PooranLaw Professional Corporation
Ted Kuntz, Chair, Board of Directors of Plan Institute
Tom O’Dwyer, Lead tax advisor, Ability Tax and Trust Advisors.

This is the webinar video recording.

Read the presentation slides for this webinar.

Discover the Future Planning Tool discussed in this webinar.