Past Event Showcase

Relive the highlights from our most impactful financial education events and see what makes our community special

2024 Highlights That Shaped Our Community

Last year brought some incredible moments as we gathered financial professionals, students, and industry leaders. These events weren't just about presentations – they became genuine learning experiences where people connected, shared ideas, and walked away with practical knowledge they could use right away.

March 2024

Personal Finance Mastery Workshop

Interactive sessions on budgeting, debt management, and investment basics drew participants from across Ontario.

127 attendees 4.8/5 rating 89% completion
July 2024

Small Business Financial Planning Summit

Local entrepreneurs learned practical strategies for cash flow management and business growth planning.

93 business owners 4.9/5 rating 92% would recommend
November 2024

Investment Fundamentals Intensive

Three-day deep dive into market analysis, portfolio construction, and risk assessment principles.

156 participants 4.7/5 rating 95% completion

"The Personal Finance Mastery Workshop completely changed how I approach my monthly budget. The interactive exercises made complex concepts click, and I actually enjoyed learning about financial planning for the first time."

"As a small business owner, the July summit gave me practical tools I could implement immediately. The cash flow worksheets alone saved me hours of confusion, and the networking was invaluable."

"The investment fundamentals course was exactly what I needed to move beyond basic savings. Real case studies and practical exercises made the learning stick. I'm much more confident about my portfolio decisions now."

What's Coming in 2025

Mark your calendar for these upcoming educational opportunities

August 15, 2025

Financial Planning Excellence Workshop

Advanced strategies for comprehensive financial planning, featuring case study analysis and hands-on planning tools.

October 3-4, 2025

Investment Strategy Weekend Intensive

Two-day deep dive into portfolio construction, risk management, and market analysis techniques for serious learners.

December 12, 2025

Year-End Tax Planning Seminar

Essential strategies for tax-efficient investing and year-end financial planning to maximize your 2025 outcomes.