Brought to you by AMF & McGill School of Continuing Studies
$tressed out about $? This workshop helps you create a money management plan- also known as a budget- using 5 stress-free tips that allow you to live comfortably within your financial limits. Learn how to create and update your own financial worksheets so you can analyze your current financial situation, plan for the future and track your progress.
This hands on “Do it Yourself” 2 hour session is Money 101 for anyone out on their own!
This workshop is also available in French. Learn more here.
Date: To be confirmed
Time: 16:00 – 18:00
Location: 688 Sherbrooke Street West, Room to be confirmed
Workshop Fee: Free
Description
We will explore how personal values and our consumer culture affect our spending habits. Participants will learn how to create and analyze their own expense tracking worksheet as well as a net worth statement. Realistic budgeting guidelines will be presented with graphic and worksheet tools for better understanding. We will look at how to compare day to day spending with our personal budget goals and where to make changes. Tips and tricks on improving spending and budgeting habits will be shared in the group setting.
Objectives
At the end of this workshop participants will be able to:
- Track their own spending
- Create a personal budget
- Create a net worth statement
- Set financial goals (i.e. paying down debt, building savings)
- Monitor progress and make improvements
Who Should Attend
Anyone who wishes to gain control over their personal budget and day to day financial management.
Facilitator
Brenda Shanahan, BSW, MBA, CFP is a former banker turned social worker who is a trailblazer in the field of financial education. Brenda’s mission is to help individuals, couples and families manage their money with confidence. As a financial educator and counsellor, Brenda works with students, private clients and community groups on financial literacy topics such as budgeting, debt, investment savings, taxes, disability and estate planning as well as social policy issues concerning social benefits and income security.
Brenda currently writes a weekly column called “Let’s Talk Money” for the Montreal Gazette addressing personal finance questions with a social work twist and is frequently asked by radio and online media to provide financial education and comment on fiscal policies affecting ordinary Canadians.