Money Management International is presenting a live webinar on Managing Income and Expenses. Register on line or call Belinda at (203-946-2331) To register and attend from home via your personal computer: https://attendee.gotowebinar.com/register/7401014359960859137
Learn how to manage your money by decreasing your spending and increasing your savings!!
Purpose: Helps participants identify ways they can save money and introduces savings options that will help them reach their goals. Objectives: Explain why it is important to save. Identify saving options. List ways to save for retirement and large expense goals including children's college tuition, a car or home purchase, or a vacation.
Purpose: Outlines the steps needed for participants to begin on the path toward economic security and stability. Objectives: Assess your current financial situation Identify ways to increase income and decrease and prioritize expenses Develop a financial recovery plan Implement a financial recovery plan Review and adjust the financial recovery plan
Purpose: This workshop helps participants to understand their credit report and assist them in building a positive credit history. Objectives: Define Credit. Explain why credit is important. Describe the purpose of a credit report. Order a copy of your credit report. Read and analyze your credit report. Differentiate between good and bad credit.
Purpose: This workshop provides important information on the topics of identity theft, elder financial abuse, types of insurance to help manage risk, as well as financial preparedness. Objectives: Recognize how federal deposit insurance protects deposits Recognize how to guard against identity theft Recognize how to guard against elder financial abuse Recognize how the various types of insurance will help you Continue Reading
Purpose: Helps participants identify the building blocks necessary for planning, accumulating, protecting, enjoying and transferring wealth which will allow them to establish a sound and secure financial life. Objectives: Define stages of wealth building List ways to achieve financial goals understand pyramid of investments Explain types of retirement vehicles Recognize Key investment terms Recognize common financial challenges
Purpose: Helps participants determine if they are ready to buy a home, and takes them through the steps necessary to make their dream of homeownership a reality. Objectives: Learn the advantages and disadvantages of home ownership Determine if you are ready Who are the key players in the home buying process Identify the steps necessary to achieve your goal of Continue Reading
Purpose: Provides an overview of banking services and is designed to help participants build a positive relationship with a financial institution. Objectives: Identify types of insured financial institutions Describe the steps involved in opening and maintaining a bank account. Describe two types of deposit accounts.
Identifying the relationship between beliefs, decisions and actions; and How to Identify and Accomplish Your Goals