Lunch & Learn: Wealth Session

Managing Money During Challenging Times

June 26, 2020 • 12:00-12:45

This session will cover practical strategies for managing debt, budgets and investing during changing times. The route to financial well-being will be different for everyone, but regardless of what path you take, a strong grasp of the fundamentals is imperative in helping you build your Financial IQ.

 

  • Having control over day-to-day, month-to-month finances;
  • Having the capacity to absorb a financial shock;
  • Being on track to meet financial goals; and
  • Having the financial freedom to make choices that allow one to enjoy life.

With support from:

Presentation Materials

Managing Money in Challenging Times (pdf)

Building a Budget (pdf)

Watch the full Lunch & Learn below.