The self-worth in net worth

Time frame: 60 mins

Learning objectives for participants

• understand your relationship with money and learn how to create a budget to meet your needs
• learn how to find common financial ground with your partner

Outline

• financial wellness
  • knowledge
  • confidence
  • action
• implications of research on women and financial knowledge and confidence
• our money mindset
• how to build confidence in money
• love and money
  • building a partnership
  • toxic partnerships
• building financial capability and well-being
• resources
• Q&A

Questions?

For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines

• 12 weeks’ notice needed to setup a session.
• Requests must be submitted by the request deadline.
• If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.