Tandia Webinars
Online public workshops and webinars with a focus on personal finance
Online webinars with a focus on understanding
personal finances.
Online public workshops and webinars with a focus on personal finance
Learn about investing, financial management, budgeting, retirement readiness, wills and more. Attend these live webinars from your laptop, computer or mobile device. Our webinars are scheduled with your convenience in mind and available throughout the year.
View Tandia's webinars today. Watch from any device from the comfort of your home.
Join us for our upcoming “Estate Planning” webinar on Nov. 15th at 7pm EST, presented by Tandia Wealth and sponsored in part by Aviso Wealth.
You understand the importance of estate planning, but the law can be unfamiliar and intimidating, especially when facing decisions affecting the important people in your life. The goal is to give you the comfort, confidence and certainty to get started, and to complete the task.
Tues. Nov. 14, 2023 at 7:00 PM
Join us for this upcoming webinar where we'll start you on the path to building a solid financial foundation. You'll learn to set realistic goals, create essential milestones, and expertly manage your finances. You will explore the world of side hustles and learn how to stay on track with your spending while taking the time to celebrate your achievements. We'll also help you master the art of maintaining good credit and provide the confidence you need to make wise moves with your money. Let us help you get started on your financial journey!
Tues. Nov. 21, 2023 at 7:00 PM
The holidays are a wonderful time of year, but they can be expensive and overwhelming. Join us for this webinar aimed at helping you stay organized and on-budget this season. Amid all the festivities and fun, many people find themselves in credit card debt due to overspending. In this webinar, we will cover:
Financial Planning and Clarity: Learn how to gain control of your spending and create a clear financial picture to help you make informed decisions.
Early Shopping Benefits: Discover how early holiday shopping can reduce stress and improve your financial and mental well-being.
Budgeting Mastery: Get tips on effective budgeting and price-matching gifts for a more economical holiday season.
Year-Round Spending Control: Explore strategies to manage your expenses not only during the holidays but throughout the year.
Don't forget to follow us for more financial insights, Tandia Financial Credit Union is here to support your financial journey. Make this season a time of financial empowerment!
Tues. Nov. 28, 2023 at 7:00 PM
Join us for this webinar covering a very common and pesky occurrence in our lives - DEBT. Don’t live in fear, it's time to learn how to manage and conquer it. With this webinar, you will build new skills and a fresh perspective as we cover:
Cash vs. Credit: Learn why it's crucial to shift from credit card reliance to cash payments.
Mastering Your Finances: Develop a strategic game plan and the art of prioritization for financial success.
Monthly Expense Evaluation: Explore the importance of evaluating and cutting down your monthly expenses.
Boosting Your Income: Think creatively to increase your income through unconventional means.
Don't let debt be your forever companion. Join us to set the stage for a more stable financial future.
Whether you’re a seasoned investor or just starting out, this virtual event is designed to provide valuable insights and strategies to enhance your financial journey. The agenda will include wealth planning, the four pillars of success, benefits of working with an advisor, why you should consider investing in the markets, and more.
About Your Speakers:
Emma Pozzula from Mackenzie Investments is a Chartered Investment Manager with a track record of building relationships and solving client problems. Emma graduated from the University of Pittsburgh with a Bachelor’s Degree in Business and Psychology.
Khush Dhaliwal, Investment Advisor, Credential Qtrade Securities Inc. from Wealth by Tandia has over a decade of experience in the financial services industry with a philosophy focused on the preservation of capital and risk-adjusted growth over time.
Sponsored in part by Mackenzie Investments
Now more than ever, financial literacy and planning are critical for you and your family’s well-being. Listen in on this pre-recorded webinar to gain useful information to help you navigate through this uncertain time. We are here to provide simple, easy to use tools and resources to help ease the stress that unexpected changes to income may have had on your financial situation.
When the going gets tough, the tough get planning.
We're making money more relatable. Our expert speakers are here to guide you through the essentials of personal finance. We'll cover budgeting tips that won't make you feel deprived. We'll show you how to make your money work for you, and teach you strategies to pay off debt faster. No more feeling lost when it comes to money matters.
Have a question or idea for a workshop? Let's talk about it.
Listen to our weekly Podcast that answers all your burning questions about money. We’re here to make money more relatable, with take-action tips to help you create the life you want.
We will help you tackle those financial problems, look at your goals and help you define your financial journey. Start listening!
Money Mindset is a collection of bite-size, easy-to-understand articles, tips and resources where we delve into the world of finance, promote financial literacy, and empower individuals to gain a better understanding of their money and how it works.
Education is critical to building a strong future foundation. From our Strive for Success Program to our Financial Literacy programs, we aim to make a positive impact. Tandia offers scholarships through many schools in the community, along with workshops, grant programs and special account packages just for schools.
Giving back generously to our community to make a positive financial, social and environmental impact is an important part of what Tandia stands for.
Find out more about our current project and programs.
Tandia’s "Money Mojo Quiz" is a fun and simple eight questions that leverages the Financial Health Network’s FinHealth Score® Toolkit. After completing the Money Mojo Quiz, you’ll receive your Money Mojo colour and a guide to help you have a future discussion around financial planning.
Our representatives are ready-when-you-are to help with investment questions, advice and solutions. We can meet you where and how you want to meet. We are available by email, by phone, in person, or by video conferencing.
Get in touch with us at any time, whether it’s a question about our services or a comment on how we can do things better. Your voice is number one at Tandia.
To report a lost or stolen MEMBER CARD® debit card during regular business hours, call 1-800-598-2891 after hours please call 1-888-277-1043.