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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.
Length: 1.5 hours

May 5, 2021 12:00 PM in Eastern Time (US and Canada)

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Speakers

Meghan Johnson
Financial Wellness Educator @SEFCU
Meghan Johnson, Financial Wellness Educator, began her career with SEFCU as a Member Specialist in 2011 where she enjoyed mentoring new hires and connecting with a wide variety of community members. Johnson explored her love of learning and education most recently as Director of Auxiliary Services at Woodland Hill Montessori School, where she expanded her experience working with various age groups. She has taught and tailored lessons to multiple grade levels and created presentations and webinars for teacher education initiatives. Johnson holds a Bachelor of Fine Arts in writing, which she uses to create clear and creative educational materials. She is excited to continue using her background in education and financial services experience to spread financial wellness and education throughout the community. She is passionate about bringing her experience in education to the field of financial well-being.
Cheryl Moore
Financial Educator/Media Instructional Designer @SEFCU
Cheryl Moore, Financial Educator/Media Instructional Designer, began her career at SEFCU in 2009 in the Member Solutions Center, providing engaging and informative service experiences for members. Moore holds a master’s degree in learning and emerging technology from the State University of New York, Empire State College. Moore provides the Institute team with the latest research and tools to advance learning outcomes with new digital technologies while ensuring the Institute’s methodology and practice is accessible to all individuals.
Megan Maloney
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.