Are you financially ready for the new year? How far into the next year will you be paying off that holiday debt or that “trip of a lifetime?” This virtual presentation focuses on the need for a spending plan or budget. It emphasizes setting, and achieving, your financial goals for the new year (without the debt). We discuss the differences between wants and needs; setting SMART goals; creating a spending plan for the coming year; putting the plan into action; as well as periodically reviewing your plan to ensure you stay on track. Free but registration required. Virtual on GoToMeeting. Register: https://cutt.ly/Budgeting-New-Year
George Dillman is the Consumer Outreach Specialist with the Investor Education and Consumer Outreach Office of the Pennsylvania Department of Banking and Securities. He has over 20 years of speaking and training experience. He is very passionate about saving and investing for the future and teaching people how to protect their assets.
Photo cover with logo courtesy of Pennsylvania Department of Banking and Securities.
Photo cover with logo courtesy of Pennsylvania Department of Banking and Securities.
Date and Time
Thursday Jan 5, 2023
6:30 PM - 7:30 PM EST
Thursday, January 5th
6:30 pm to 7:30 pm
Location
GoToMeeting
Fees/Admission
Free but registration is required.
Contact Information
Natalie Kaplan
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