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Build a Basic Budget - The 5-Step Spending Plan electronic member seminar kit

Build a Basic Budget - The 5-Step Spending Plan electronic member seminar kit

  • Max downloads: 3 Downloads allowed for: 90 day
Product Code:
26668E
This member seminar covers steps to set up a spending plan, track spending, save money, and short- and long-term financial goals.

  • $440.00
    Non Member Price
  • $220.00
    CUNA Member Price
 
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If you were a CUNA member, you would save $220.00 on this order. Interested in becoming a member? Learn more at cuna.org/join
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**NEW: This seminar has been completely redesigned and revamped!

Planning a member education seminar can be a time-consuming process. That's why Credit Union Seminars in a Box were designed with your busy schedule in mind. Everything you need to plan and execute a seminar is provided in electronic files - just add the members!

This seminar covers:

  • Steps to set up a spending plan
  • Spending leaks
  • Tracking spending and ways to save
  • Short- and long-term financial goals
  • Audit progress and revising goals
  • Financial tools to reach goals

See a sample presentation.

See sample speaker notes.

How to install the files after purchase.

This seminar kit contains a collection of electronic files, including:

  • PowerPoint presentation with speaker notes
  • A step-by-step planning checklist
  • Member worksheets for photocopying
  • Sign-up sheets
  • Speaker preparation sheet
  • Evaluation forms
  • Sample newsletter article and press release
  • Full-color poster and flyer graphics
  • Select Credit Union Seminars in a Box now contain informational 2-minute videos

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Have a question? Email or call 800-356-8010 ext. 3.