Time frame: 60 min Learning objectives for participants: learn to distinguish between needs and wants find out how to make smart decisions with money learn how to set SMART goals and financial priorities discover how to make a budget and manage spending acquire various saving strategies and find out how to be financially secure 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 Questions? For answers to 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 it. Request guidelines: 12 weeks’ notice needed to set up 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.