Managing your money: Planning for the future

Help those in remote communities make better financial decisions and save for the future.

Time frame:

60 min

Session outline

  • needs vs. wants
  • how to set SMART goals
  • how to create a budget and track spending
  • the different types of major capital expenses
  • saving strategies
  • types of bank accounts
  • setting up a financial safety net
  • resources
  • Q & A

Session materials

Your session package contains the following materials that are needed to present your session.

Facilitator materials:

  • forms
    • session registration form – please submit before session
    • volunteer self-evaluation form
    • host evaluation form
  • session PowerPoint
  • facilitator’s guide
  • resource checklist

Participant handouts:

  • session PowerPoint PDF
  • goal-setting worksheet
  • values validator worksheet
  • My Monthly Expenses worksheet
  • session evaluation form

Additional materials:

  • session overview
  • invitation to host a financial literacy session
  • media advisory
  • press release

Questions?

For answers to your questions, please email us.

Register your session

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