We offer complimentary workshops and webinars on a wide range of topics to increase your financial literacy

Increase your monetary literacy – your financial health depends on it. When it comes to financial matters, the education community shares many common concerns and challenges. To help address them, Educators Financial Group offers complimentary informative workshops and webinars on a wide range of topics. Each one takes into account your life stage, as well as your career level. Workshops and webinars can last 45 to 90 minutes, and are led by our knowledgeable financial specialists.

Here’s how it works…

1. Choose among the topics listed below.
2. Fill out the contact form below.
3. If you are requesting a workshop, please book the venue – typically a room in your district office or school – we’ll provide everything else.
4. We’ll schedule your workshop or webinar and confirm the details once it is booked.

Here is a list of our current workshops:

Mid Career—Managing your Money for Financial Comfort:

Getting a better handle on cash flow. Reducing debt. Saving for the future. This workshop is all about focusing on the key goals your members should be working towards by the time they reach the midpoint in their career. Because time is ticking—the time to act when it comes to securing their financial future is now.

Financial Planning in your Early and Mid-Career:

This workshop will assist your members in optimizing their cash flow, reducing their debt, and accumulating savings. These are the key goals that they should pursue in their early career and will enable them to attain these goals by the time they reach the midpoint in their career.

Financial Planning 101:

Had a wave of new education members join your district? Help them get a jump-start on money management! From financial implications of their pension, to how to save for a down payment on a home, these are the basics that every early career educator needs to know.

Ready for Anything—Financial & Personal Preparedness:

Are your members ready for the unexpected? This session provides actionable tips to help prepare financially and personally for events like strike action, disability, or other
major life changes. Build resilience and peace of mind with a plan that works for them.

Navigating Borrowing and Debt—Market Trends, Regulatory Updates, and Smart Strategies:

This session explores borrowing and debt, highlighting market updates and regulatory changes that shape financial decisions. Learn about interest rate trends, new lending rules, and effects on loans, credit cards, and mortgages, with practical strategies for smarter borrowing and debt control.

Estate Planning Basics—Protecting What Matters Most:

Learn the fundamentals of estate planning and how to ensure wishes are carried out. This session will cover essential documents, key decisions to consider, and practical steps to help protect loved ones and assets.

Advanced Estate Planning—Strategies for Wealth Transfer & Legacy Building:

Take estate planning knowledge further with a focus on advanced strategies for managing and transferring wealth. This session explores tax considerations, trusts, and tools for building a lasting legacy while maximizing financial efficiency.

Retirement with a Plan:

Do your members think they will have enough savings to live the kind of retirement lifestyle they want? Here we’ll shed some light on what their finances could look like in retirement, in order to uncover potential income gaps, and then propose solutions to fill them in.

Financial Foundations for Women in Education:

Tailored for female educators, this workshop addresses the unique financial realities women experience. We’ll cover practical fundamentals like navigating salary leaves,
budgeting effectively, and planning for long‑term financial confidence.

Investing—Empowering You to Make the Right Choices:

From purchasing or renovating a home to starting and raising a family—financial goals start becoming larger as your members get further into their education career. This workshop will show how the power of investing can put your members on the financial path to achieving these goals, whatever they might be.

Complete the contact form below and we’ll be in touch to help schedule your workshop or workshops: