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Finance and Investing for Women
By Karen Diamond B Admin CFP R.F.P.
ISBN 0-9730175-6-2
88 pages

Overview: During the course of their lives, 80% to 90% of women will find themselves solely responsible for making financial decisions, yet many feel ill-equipped to do so. Longer life expectancies, interrupted careers and a tendency to be more conservative investors means that women's financial planning issues can be very different from those of men. This course will attempt to bring enlightenment and encouragement to women who want to better understand the issues and take charge of their financial futures. The specific details of your benefit plans can be incorporated into the program, helping employees understand the significance of workplace benefits in the context of the own personal strategies.

Facilitators: Each Finance and Investing for Women seminar is facilitated by a member of Rarestone's national network. Facilitators are carefully selected and have CFP (Certified Financial Planner) designations.

Materials: Course material is specific to Canadians. All materials are updated frequently, ensuring that your employees receive the most current information. Each participant will receive a workbook. Facilitators are able to present the material using either overhead transparencies or Microsoft PowerPoint.

Program Length: Finance and Investing for Women is a 9 hour course, ideally presented in 3 three-hour sessions.

Education modules: Finance and Investing for Women is modular, allowing employers to include any or all of the components. Employers may set them up in such a way as to meet time and scheduling requirements. Seminar content includes:

  • Protecting your income and contingency planning
  • Understanding the economic basics
  • Taxes and tax planning
  • Tax issues of interest to women
  • Saving for education
  • RRSPs and non-registered plans
  • Investing your money
  • Estate planning

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Rarestone Financial Series Inc.
111 Pulford Street Winnipeg, Manitoba
Phone 204-947-5766 Fax 204-949-4724 Toll Free 866-947-5766
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