Introduction
What has changed?
FREE PREVIEWSurvivival of the fittest
The gig economy
Adapting to the new online environment
How to use Zoom for meetings and webcasts
The importance of tracking your spending
Demo of Mint.com
Example family - cost reduction
The emergency fund myth
How to pay your bills
Types of debt
What is a credit report and score?
What's in your credit report
How they determine your credit score
How to get your credit report and score
10 secrets to improving your credit score
Introduction
Basic types of returns
Time vs money-weighted returns
Asset allocation rule of thumb
Stock market vs GICs Canada to June 30, 2020
Stock market US to June 30, 2020
Stock market summary
Actual portfolio asset allocation
Actual portfolio performance
Chart of accumulating vs drawdown
Demo of Drawdown Risk Calculator
Future stock market returns
Introduction
Canadian example introduction
Demo or Retirement Optimizer - Canada
Canada example results
US example introduction
Demo of Retirement Optimizer - US
US example results
Introduction
Fiscal and monetary policy
The current situation
Canada's financial position
US financial position
A look at recent historical interest rates
How long will interest rates remain low?
Conclusion and next steps
Quiz for verifiable CPD
