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Spending Plans: Your map to financial success
This session will focus on the need for a spending plan so you can achieve your financial goals. We discuss the differences between wants and needs; setting “SMART” goals; creating a spending plan; putting the plan into action; as well as periodically reviewing goals and spending plans to ensure that you can stay on track. Key points will focus on personal budgeting but are easily adapted to meet business budgeting goals.

Topics covered:

- Understanding the differences between needs and wants
- Three budgeting strategies to choose from
- The importance of finding what works for the circumstances and sticking to it
- Annually reviewing your budget needs and adjusting accordingly

This is a FREE webinar!

Sep 7, 2021 11:30 AM in Eastern Time (US and Canada)

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Speakers

Katrina Boyer
Investor Education Coordinator @Pennsylvania Department of Banking and Securities
Katrina Boyer is the Investor Education Coordinator for the Pennsylvania Department of Banking and Securities. In this role, she educates thousands of investors, consumers, and community groups a year on how to be financially secure. Her presentations focus on saving and investing, as well as financial fraud prevention. Prior to her current role, Katrina worked in the Consumer Services Office. As a Consumer Services Specialist, she answered thousands of questions pertaining to federal and state banking regulations, mortgage rules, loss mitigation and other nonbank lending complaints. She is an active member of local elder abuse task forces, PA Jump$tart Coalition and Future Business Leaders of America, PA Chapter. Katrina is a graduate of Harrisburg Area Community College with a degree in Communications.