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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

Aug 11, 2020 09:00 AM in Eastern Time (US and Canada)

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Speakers

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.
Sarah J. Trela
Financial Well-Being Administrator @SEFCU
Sarah J. Trela, Financial Well-Being Administrator, began her SEFCU career in 2010 as a Member Service Manager, overseeing staff and operations at various branch locations. Trela holds an MBA in information technology management from the University at Albany, State University of New York. Trela has a strong work history in the area of administration and workforce development. Trela is the Institute’s go-to contact for all financial education requests throughout the state.
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.