Money 101: Where Do I Start?
Taking a look at some things participants can do with their paycheck, so it’ll be easier for them to get started or build on what they've done with their money so far.
Checklist English
Seminar English
Budgeting Basics
How to put a budget in place and how to use that budget to work toward the goals participants are hoping to achieve.
Seminar English | Spanish
Household Budget Worksheet English* | Spanish
Debt Reduction
Talking about debt—what it is, how to identify when it may be concerning, and, most importantly, how to manage it.
Handout English
Seminar English | Spanish
Know Your Score
One quick number can help make a big impact on participants' financial future. Help them find their Retirement Wellness Score, understand what it means, and how to take steps to improve it.
Handbook English | Spanish
Seminar English | Spanish
Retirement Plan Basics
Learn about the importance of saving for retirement and how to utilize your retirement plan to meet your retirement goals. Understand the basics like how to save, how much to save, how your savings grows, and more.
Seminar English | Spanish
Taking a Financial Snapshot
Social media and selfies have shaped how we see ourselves. Let's take that concept and apply it to finances, so participants can evaluate their situation and become armed with the knowledge to help reach their financial goals.
Seminar English
Will & legal document
Risk planning for family, finances — and the future.
Flyer English | Spanish
