Personal Financial Wellness -
A Wellness Program through LMA-EAP
This 3-session webinar will help you increase your personal financial awareness through assessing your financial health, learning how to manage your personal finances, developing SMART financial goals and using credit responsibly.
Part I - Expense Tracking, Budgeting, Savings
With today's economy, it is more important than ever to be able to effectively manage personal finances. In this session, participants will learn:
1. How to track expenses to determine where money is being spent
2. The difference between fixed and variable expenses
3. How to cut expenses and "find extra cash"
4. How to develop a budget
5. The importance of saving
6. How to setup an emergency fund
Part II - Credit Reports, FICO Scores, Responsible Use of Credit
Credit cards allow purchases to be made more quickly, often without much thought of how to pay for those items or what effect that credit card debt will have on our financial future. In this session, participants will:
1. Become aware of your credit rights
2. Learn what credit reports contain
3. Learn how to receive free annual credit reports
4. Understand FICO scores and why they are important
5. Learn how to improve your FICO score
6. Learn responsible credit card use
7. Learn how to stop receiving unwanted credit card and insurance offers
Part III - Planning for Your Future
Many times the focus is on immediate financial needs without much attention given to our financial future. In this session, participants will learn:
1. The importance of planning ahead for future financial needs
2. The value of goal setting
3. How to set SMART financial goals
4. How to do a financial action plan
5. How to pay down credit debt
Instructor: Elaine Boltz
Program Pricing: $80 per person for entire financial series
Employees of organizations with LMA-EAP may use one EAP session for payment.
Registrations must be received no later than one week before program date. Prior to each session, you will receive login instructions & passcodes.
Developing People and Building Organizations to Lead and Succeed
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