I’m excited to announce that John Robertson and I will be hosting Money 201 on Tuesday, February 24th from 6:30-8:00PM at the Port Union branch of the Toronto Public Library.

(Update: John has uploaded a version of his part of our presentation for your viewing pleasure)

What on earth is Money 201?

Once you’ve already mastered the basics of paying off debt and saving, what are the next steps to take in your financial life? We’ll walk through long-term planning to provide the context for how to fit the financial pieces of your life together, that takes into account your individual needs and goals, and will help you make sensible investing decisions.

The workshop will then cover basic investment options with a focus on index funds and doing it yourself. Other items to be briefly discussed include portfolio rebalancing, analysis paralysis, TFSAs and RRSPs, and suggested reading. This workshop is intended for non-professionals who are interested in learning more about planning, investing, and how to take control themselves.

Who on earth are Sandi Martin and John Robertson?

Sandi Martin is a fee-only financial planner at Spring Personal Finance, and works with regular people across Canada to figure out what they want their money to do for them and to find the simplest, smartest way to do it. She moderates the Google+ Canadian Personal Finance online community, co-hosts the Because Money podcast, and writes for several sites (including this one, naturally.)

John Robertson is the author of The Value of Simple, a plain-language guide to investing for Canadians, with a focus on implementing your plan. John works to communicate complex topics in ways that everyone can understand as a scientific writer/editor and personal finance blogger. He brings a no-nonsense evidence-based approach to managing finances.

Where on earth is the Port Union branch of the Toronto Public Library?

Money 201 at 5450 Lawrence Avenue East Map

5450 Lawrence Avenue East, Toronto, ON

Public Transit: 
Go train – Rouge Hill stop
TTC Lawrence Ave. East bus stop #54A or #54E

Free – community centre parking lot


Please register for Money 201. We will use your email address to notify you of any changes to time or venue.

(Also, we want to make sure we have enough chairs)

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