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Budgeting Basics: How to Grow Your Dough with a Personal Spending Plan
Recommended for ages 18+

Apply the 50-30-20 rule for determining fixed expenses, flexible spending, and financial goals. Explore the benefits of developing a written spending plan, how to track income and expenses, and strategies for record keeping through a scenario-based applied learning approach.

To create the optimal experience, each session is limited to 100 participants.

Length: 1.5 hours

Jun 23, 2020 09:00 AM in Eastern Time (US and Canada)

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Speakers

Nancy Cassella
Western Region Financial Wellness Educator @SEFCU
Nancy Cassella, Western Region Financial Wellness Educator, joined SEFCU as a financial educator in 2011. Cassella, who grew up in Syracuse, holds a bachelor’s degree in vocational teacher preparation in business and marketing from the State University of New York at Oswego. She has strong connections to the Syracuse, Binghamton, and Buffalo regions where she has provided financial education for many years. Her passion is to provide youth with the tools and skills they need to become financially responsible adults and to promote life-long learning.
Jenelle Davis
Eastern Region Financial Wellness Educator @SEFCU
Jenelle L. Davis, Eastern Region Financial Wellness Educator, began her SEFCU career in 2013 as a Member Specialist in Syracuse. Davis holds a bachelor’s in business information systems from Messiah College in Harrisburg, Pennsylvania. Before joining the Institute, Davis spent much of her time in Albany working in various Capital Region branches, where she was able to network and coach people of diverse backgrounds in financial education. Davis brings enthusiasm and passion to her role, with a desire to positively influence lives through solid financial education.
Megan Maloney
Eastern Region Financial Wellness Educator @SEFCU
Megan Maloney, Eastern Region Financial Wellness Educator, began her SEFCU career in 2014 as a Member Specialist. Maloney worked in SEFCU’s branch network as a Member Service Advisor. In this role, Maloney worked directly with members, witnessing the many financial challenges people face in their lives. With her significant knowledge of financial concepts and tools that help people save, budget, and develop healthy habits, her presentations provide significant opportunities for participants to have their unique questions answered. Maloney creates a learning experience where individuals gain the knowledge for a healthy financial path forward.