Managing your money: Planning for the future

Learn how to make better financial decisions and save for the future.

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


  • 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


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:

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

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