CPA Financial Literacy Free Session: The Strong Woman Investor

In celebration of International Women’s Day, The Chartered Professional Accountants of BC  and Better Business Bureau invite you to join us on March 4^th,to learn how to understand the world of investing and the most effective strategies to invest your money meaningfully and wisely.

Although the series suggests women as the core audience, the content applies to all individuals interested in becoming investment savvy.

The Strong Woman Investor

Women are making a bigger dent in the investing world now than ever before. Understand the complexities of investing and equip yourself with the right knowledge, tools, and confidence to become investment savvy. You've always had the power to invest deep within yourself—now it's time to go ahead and flaunt it.

Learning Outcomes

• Learn why women are powerful investors
• Understand the importance of money habits as they relate to long-term stability and peace of mind
• Look at options for managing money and learn about the different investment vehicles
• Learn how to assess your situation and plan for your retirement

Session Outline

• The power of women and investing
• Money habits for long-term stability
• Considerations to investing – my options for managing money
  • Finding a professional
  • DIY investing
  • Robo-investing
  • Other avenues

• Different types of investments
  • Stocks vs. mutual funds vs. ETFs

• Tax implications
• Planning for retirement
• Resources
• Q&A

Topics Covered

• Money habits for long-term stability
• Finding professional help
• DIY investing
• Robo-investing
• Understanding stocks, mutual funds, and EFTs
• Tax implications
• Planning for retirement

About The Speaker

Han Shu is an experienced finance and operations executive, Han currently directs finance at Klondike Lubricants. As a seasoned professional with a CPA, CA and Executive MBA designation, her analytical and collaborative approach and style greatly influence organizational growth strategy.

When she’s not disrupting the status quo through purpose-driven work, Han can be found watching an interesting docuseries or making her daughter laugh.