community workshops
made for all schedules
Launch Okanagan is now facilitating financial education workshops. If you want to improve your financial knowledge and confidence and learn how to make sound financial decisions, check out the options below. Designed to be accessible regardless of your schedule, all of our workshops are one hour long and are facilitated over Zoom. If you can’t attend one of our workshops, we can arrange to send you the recording of our session and any related materials.
We also work with organizations – both not-for-profit and for-profit – to develop and deliver focused workshops for specific audiences on topics related to personal financial management.
Contact us to find out more.
consumer workshops
launch my budget
We believe that when budgeting is done well, it doesn’t take a lot of time or energy!
In our Launch My Budget workshop, participants learn how to create a budget and more importantly…how to stick to it! We review the steps to follow when creating a budget and share some tips and tools to help you integrate budgeting into your life.
In addition to the live workshop, we offer participants our newly developed budgeting guide and digital worksheets to help them develop a budget at their own pace.
Next workshop: November 2024
RESP essentials
Registered Education Savings Plans (RESPs) are special savings accounts that allow you to save for your child’s education after high school. They are a great tool to help you prepare for your childrens future.
If you are interested in opening a RESP but aren’t sure how to get started, join us for our RESP workshop! We go over the fundamentals of RESPs, such as the requirements and steps to opening an RESP, as well as commonly asked questions and useful tips. Finally, we also discuss various grants you can apply for to help grow your savings, including ones that don’t require any contributions!
Next workshop: November 2024
managing debt 101
Many Canadians struggle to talk about money, especially when it involves the topic of debt. Having a lot of debt can lead to feeling stressed and overwhelmed.
At Launch, we believe that understanding your situation is an important first step when reducing debt-related stress. Our debt workshop helps participants take a step back, review their debt situation, and create strategies on how to work on repaying that debt.
Next workshop: November 2024
Wealthsimple tax webinar
Join the Wealthsimple Foundation Tax Workshop to simplify your tax filing process. We’ll answer top tax FAQs, guide you on what you need to file, when to file, important deadlines, and offer a step-by-step walk-through using Wealthsimple Tax.
Designed to be straightforward and stress-free, this session is perfect for both beginners and seasoned filers wanting to streamline their tax preparation. Empower yourself with the knowledge to file confidently.
Next workshop: Spring 2025
corporate workshops
It’s more important than ever for Canadians to prioritize their financial education. According to the National Payroll Institute, 72% of Canadians in 2022 spend a portion of their workday dealing with or thinking about their personal finances, with 20% of Canadians reporting that their financial stress impacted their workplace performance.
You can choose from one of our existing workshop topics, or customize the session to meet the needs of your staff. Topics can include: your relationship with money, budgeting, saving & investing, credit building, and debt management.
If you are a business interested in supporting your employee’s financial wellness, contact us today to learn more.