Managing the Life I Want

Participants will create SMART budgeting and savings plans to manage discretionary income effectively, while learning about banking options and other safe, reliable ways to store and protect money.

Learning Objectives

Building SMART Strategies

Determine the budgeting and savings strategies that work to your strengths and personal style, and understand how to protect your budget with tools such as an emergency fund and insurance.

Finding Reliable Financial Institutions

Understand the pros and cons of storing your money at a bank or credit union and use technology to locate a reliable financial institution that works for you.

Banking Fundamentals

Understand how to effectively manage your bank accounts, distinguish between credit and debit, and navigate being un- or underbanked.
  Back to Forward Training Library