Saving Strategies: Easy Concept, Difficult Reality
September 9, 2025 | 1 pm ET | 11 am PT | Zoom
Overview
Managing your money isn’t always easy – especially when income is unpredictable or expenses feel overwhelming. This beginner-friendly workshop by CPA Canada offers practical strategies to help you take charge of your finances.
Whether you’re a freelancer, gig worker, or simply aiming to improve your financial habits, you’ll learn essential skills to help you with budgeting, saving, banking, and understanding credit. Delivered by an experienced CPA volunteer, the workshop provides straightforward explanations in a supportive setting, helping you understand financial concepts and apply them to your own situation.
Who Should Attend
Beginner to intermediate participants, including freelancers, gig workers, and independent contractors. The concepts and tools in this workshop apply to all income situations, even without a regular paycheck or pay stub,
Key Takeaways
- Understand Your Income: Learn to read a pay stub or estimate income if self-employed, and connect it to tax documents like the T4.
- Create a Budget: Build a plan that supports both saving and smart spending.
- Banking Basics: Choose the right bank account or financial service for your needs.
- Saving & Investing: Explore simple strategies and an introduction to investing.
- Credit Fundamentals: Understand credit scores, factors that affect them, and how to improve yours.
- Set Financial Goals: Identify your personal money goals and steps to reach them.
- Find Resources: Discover tools and services to continue your financial education.
Important Note
This workshop is presented through CPA Canada’s Financial Literacy Education Program. Please note that our workshops are intended to provide general information and do not offer personalized advice.
Accessibility
Closed captions and ASL interpretation are available. If you require additional accommodations to make this event accessible for you, please get in touch, and we will do our best to meet your needs.
Recording
This event will be recorded. The link to the replay will be provided to all who sign up.
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Facilitator Bio
Scott Elliott (he/him) is a seasoned financial professional with over 30 years of experience in accounting, finance, and operations. As a CPA Canada Financial Literacy Volunteer, he has delivered more than 100 workshops nationwide, helping diverse audiences gain confidence in managing their money.
This will be Scott’s third event with The AFC, following two highly successful workshops – Planning for Retirement (September 2024) and Survive and Thrive After Job Loss (January 2025). Known for his engaging style and ability to adapt content to his audience, he is praised for making financial concepts clear and ensuring participants feel supported.
With executive experience in finance and a passion for financial education, Scott combines expertise and clarity to create workshops that are approachable, practical, and empowering.
