10 Strategies for Improving Your Personal Finances
Target Audience:
Canada, US
Expected Duration:
45 – 60 min
Overview / Description
The current economic climate brings both challenges and opportunities from a financial perspective. You may wonder during these challenging times: “What should I be most careful about” and “What should my family and I work towards?” The 10 financial tips discussed in this workshop will get you on the road to financial well-being during challenging times.
Workshop Objectives
By the end of this workshop, you will be able to:
- Identify the most pressing/immediate financial steps to take in your life
- Describe why an emergency fund is an absolute necessity in managing unexpected expenses
- Identify how to categorize types of expenses
- Describe your current financial position by putting it on paper
- Describe steps to help you through economic troubles
- Describe how to begin paying down debts
- Identify ways to improve your credit score
- Describe ways to build long-term plans for financial health
- Describe how to evaluate your insurance coverage
- Identify how to build or refine your retirement plans
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