Money Smart Workshop

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