Goal
Participants will learn the basics of personal financial planning including how to use bank services, how to start and manage a budget, how to establish and repair credit, where to get help when experiencing financial difficulties, and how to apply for the Earned Income Tax Credit.
Workshop Content
One workshop covers two (2) financial topics for a total of two and a half (2 ½) hours. The host agency must select two out of the ten topics listed below from FDIC’s Money Smart curriculum:
- Money Matters (budgeting and money management)
- Pay Yourself First (saving money)
- Check It Out (using banking services)
- Borrowing Basics (getting a loan)
- To Your Credit (getting and understanding a credit report)
- Charge It Right (using credit cards)
- Keep It Safe (your rights as a banking customer)
- Loan To Own (consumer loans)
- Your Own Home (processes of homeownership)
- Bank On It (building relationships with financial institutions)
- Buried by Debt: The Federal Reserve Bank of Philadelphia
- Identity Theft
Contact
Donald C. Kelly
Director
1207 Chestnut Street
Philadelphia, PA 19107
Phone 215-851-1738
Email dkelly@uac.org
1207 Chestnut Street, 7th Floor