Free Webinar - The Five Pillars of Personal Finance

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The United States Department of the Treasury has proposed a set of financial core competencies that will be used to establish a clear understanding about what all adults should know regarding the basic concepts of financial literacy. The five core concept areas identified are:

  • Earning
  • Spending
  • Saving
  • Borrowing
  • Protecting against risk

This session covers the basics (or essentials) of each area and describes practical skills needed to competently address (or manage) their personal finances.

Target Audience All individuals needing to improve their understanding and management of the core concepts of personal finance.

Expected Duration 45-60 minutes

Workshop Objectives At the end of this workshop, you will be able to:

  • Understand your paycheck in detail, including its relation to benefits and taxes
  • Develop a spending plan, track spending habits, develop a strategy to live within your means
  • Define a personal savings plan, understand the applicability of different types of financial accounts, and the personal financial risk associated with savings and investment vehicles
  • Understand the cost of borrowing and how to secure the best types of credit for the need 
  • Recognize the need to protect against risk through appropriate insurance vehicles and how to protect your identity against possible fraud and scams

Brought to you buy Guidance Resources

Date: 
Friday, June 28, 2019 - 13:00
Location: 
N/A