Financial Wellness Workshops 2018-05-07T11:19:38+00:00

FINANCIAL WELLNESS WORKSHOPS

10 Workshops: June 11 – October 12


WORKSHOP 1

TAX & BANKING BASICS

  • How to complete a W-4 for proper employment withholding
  • Understanding basic tax filing terms: Filing status, exemptions, dependents, income credits, deductions
  • Prepare for the next tax filling season
  • Basic banking: how it works and what is best for you
  • Identity theft: how to protect yourself

WORKSHOP 2

PERSONAL FINANCIAL MANAGEMENT

  • Money Habitudes
  • Building a basic household budget
  • Goal setting: saving for specific goals like education, housing, auto, vacation
  • Establishing an emergency fund
  • Credit reports and credit counseling