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Financial Wellness: Part 1 Virtual Training

September 2, 2021 @ 11:00 am - 12:30 pm PDT

Training Description

Financial Wellness is the balance between having a healthy state of well-being today, while preparing financially for tomorrow. This is not necessarily about being wealthy, but is a state of psychological well-being in which one feels they have control over their current finances and their financial future. In this course, we will be guiding you on how to keep your financial roller coaster well-oiled by giving you the tools to improve your financial wellness.

Training Objectives:

• What is a Budget?

• Weekly, Monthly and Seasonal Expenses

• Needs vs. Wants

• Saving vs. Investing

• Creating an Emergency Fund

• Cash vs. Credit

• Paying Off Creditors

• Selecting Financial Institutions

• Fraud Prevention

• Co-Signing

• Owning Multiple Vehicles

• Depreciable Assets



Krystal Cedeno, Training and Development Manager