Presentations & Materials

 

Financially Fit Aging: For You and Your Parents

This video covers wills, important health documents, transfer of assets, how to handle digital assets, and other information on the financial issues of aging.

Financial Management: A Toolbox for Keeping Track of Your Family's Future

These resources provide steps to setting goals, developing a spending plan, and understanding a variety of other financial topics.

Materials:

Where Does All My Money Go?

These resources help you identify needs versus wants, setting goals, developing a spending plan, and avoiding financial traps.

Materials:

Understanding Your Credit

This presentation helps individuals understand the importance of credit reports, how a FICO score is developed, and how to improve a credit core.

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Small Change Adds Up

This presentation helps children understand where money comes from (earnings), where it goes in a family budget, and how they can be involved.

 

 
 
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