Priorities, Setting Goals, Income, Expenses

Presenter: Beatriz Mauersberg – Money Management International

Description: To achieve long-term financial success, one must first identify the goals they want to achieve. Participants in this workshop will learn how to determine realistic financial goals and develop an action plan to accomplish these goals.

Participants will learn how to:

• Distinguish between wants and needs
• Identify priorities and create savings goals
• Use a budget to track income and expenses
• Create an action plan to reach their goals