Adulting 101 Seminar

CAT Financial

Personal Finance for Working Professionals

We exit academia and enter the workforce ready to establish ourselves as rehab professionals. We have the entry-level knowledge and the soft skills to land us our first job. We get our first paycheck and decide to treat ourselves to a fancy meal, a nice outfit, and a memorable night out. Then we realize we have student and car loans to pay, rent to come up with, a house to save for, and taxes to account for, and we feel the social pressure to invest but have no clue where to start. This was my story, and I’ve devised a plan for how to live the life I want without exclusively trading my time for money

Date: Wednesday, Nov 6, 2024

Time: 12:00pm

Audience: Caterpillar Burlington Team

Duration: ~60 to 90mins (including Q & A)

Location: CAT Financial Services Burlington

After this webinar, you should:

  • Have a better understanding of why your mindset is your most important asset, alongside your budget!

  • Understand the importance of compound interest, investing early and often

  • Understand why investing is the only way to combat inflation and grow your net worth

  • Understand why retirement planning should have started yesterday!

Topics will include:

  1. Budgeting and Why it is Crucial for Your Personal and Professional Success

  2. The Power of Compound Interest and the Importance of Starting Early in Your Career

  3. TFSA, RRSP, FHSA, Which One is Right for Me?

  4. Financial Planning for ‘Retirement’

  5. Spenders/Savers/Investors and the Impact of Inflation on Your Ability to Generate Wealth

     

    Frequently Asked Questions

    As Heard On