Budgeting Fundamentals

Our most popular lecture — a comprehensive, hands-on session where you'll build a personalized monthly budget from scratch using proven frameworks trusted by certified financial planners across Canada.

Duration: 2.5 hours including Q&A

Schedule: Every Tuesday, 7:00 PM – 9:30 PM

Location: 243 Queen St W, Toronto

Price: Complimentary (always free)

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Budgeting Fundamentals lecture

What You'll Learn

The Budgeting Fundamentals lecture is designed for anyone who wants to take control of their personal finances — whether you're a recent graduate, a young professional, or someone who has been managing money for decades but never had a formal framework.

The 50/30/20 Framework

Originally popularized by Senator Elizabeth Warren, this method divides your after-tax income into three categories: 50% for needs (rent, groceries, insurance), 30% for wants (dining, entertainment, hobbies), and 20% for savings and debt repayment. We'll show you how to adapt this to Canadian living costs and tax structures.

Zero-Based Budgeting

Every dollar earns a job. In this approach, your income minus all expenses equals zero. This doesn't mean you spend everything you earn — it means every dollar is intentionally allocated, whether to bills, savings, or discretionary spending. We'll walk through a complete month-end process.

The Envelope Method

A tactile, cash-based system that prevents overspending in variable categories. We'll show you a modern digital version that works with Canadian banking apps and Interac e-Transfer.

Take-Home Materials

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