Financial Education, Budgeting, and Credit Building Workshops for Amarillo and the Texas Panhandle.
Take control of your financial future and join us for free budgeting & credit building workshops sponsored by Access Community Credit Union.
These financial education events cover the importance of financial management, show how to build a budget, discuss the connection between credit and budgets, and provide free online resources so people can build their own basic budget & debt reduction plan. We work with community groups and educators to provide classes and workshops that are targeted towards adults but are valuable for high school students as well.
Participants who complete the workshops and start their basic budget are eligible for personal follow-up with a certified financial counselor who can help them customize a financial plan and build a detailed budget with real-time transaction tracking, automated expense categorizing, and integrates with multiple financial institutions and payment methods.
We would love to help you, your family, or people you work with take control of their money and build a strong financial future with access budget builder.
About The Program:
Our workshops follow a Lunch & Learn style presentation that covers the basics of budgeting & debt reduction, along with an introduction to the free software that participants will use to create their personal budgets. Workshops lasts about 1 hour with time for Q&A. Workshops can be held either during the workday or in the evening, depending on the scheduling needs of our partners & participants.
Specific points / topics of discussion:
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What is a budget
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How do they help people
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Components of a budget
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How to track your income & expenses
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How do we think about money
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Why we overspend
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Wants v. Needs
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Setting goals & priorities
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Identifying small changes that can be made
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Measuring changes to see if they will help you reach your goals
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Creating a debt reduction plan
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How debt & credit are related
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Tips for sticking with a budget
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Available technologies to help stay on track
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How the free software helps with each step
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more...
Follow-up options:
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Standard follow-up: Attendees who opt-in will receive emails and/or phone calls to check on their progress, answer questions, and encourage them to keep working towards the goals they set in the online system.
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Personal follow-up: For attendees who complete the workshop and finish creating their budget using the online resources. Personal follow up sessions with a certified credit union financial counselor will be available to provide additional guidance.
Resources:
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In-class handouts / games / discussion guides
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The budget builder online tools / software
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Walk-through videos for the online tools / software
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Partner orgs who may provide specialized support
MORE INFO
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Food & drink will be provided when possible
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You do not need to be a credit union member to attend
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Discussions are led by a certified financial counselor
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At the discretion of the host/partner, online sessions may be available for those who cannot attend in person
If you cant make one of these dates sign up to get notified when new dates & locations are added.
Community Partners, Sponsors, and Hosts
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Contact Us:
806-353-9999 x122