Consumer Action will host free train-the-trainer events in Reston, VA, on July 23; Washington, DC, on July 24; and Columbia, MD, on July 25, on the Money Management 1-2-3 educational module, which covers all aspects of money management. You’re cordially invited to attend one of these training events.
A consumer’s career, family life, health and financial well-being can take unexpected turns throughout life, from early adulthood to retirement. Far too often, money management and financial planning are done in a vacuum, without consideration of life-changing events. Money Management 1-2-3 includes brochures, a Q&A guide, a lesson plan and PowerPoint slides that you can use to help clients better understand the impact of life changes on financial well-being. You can use the module to help consumers develop a plan that will help them manage their finances at each stage of life, including through tough times.
The training is designed especially for you—staff members and volunteers of community groups, libraries, local government and social service agencies—who serve the working poor, recent immigrants, welfare-to-work recipients, self-employed individuals, service members and veterans, and others working toward financial empowerment. The training will provide you with information, tools and resources that you can use to help your clients meet their changing financial needs, including:
The early years. The strategies presented in Part 1 of Money Management 1-2-3 can help consumers just starting out, or those starting over, to establish financial goals and build a strong financial foundation.
The intermediate years. The strategies presented in Part 2 of Money Management 1-2-3 can help consumers continue to achieve their financial goals through budget updates, accumulation of a nest egg and by protecting their assets.
The later years. The strategies presented in Part 3 of Money Management 1-2-3 can help consumers plan a secure future as they prepare to leave the workforce for retirement.
Breakfast and lunch will be served at all trainings. We encourage you to register as early as possible, since seating is limited. Registrations will be accepted until June 7. Please register online here.