Financial wellness is important on a personal level to ensure that you’re setting up your future in the best possible way that you can. Important components of achieving financial wellness are budgeting and saving – how, when and why to do it!
Please join the virtual conversation with Cambridge Savings Bank to learn about budgeting basics and develop new tools and strategies for saving.
This webinar will highlight:
– Steps of creating a budget and techniques for sticking to it.
– What sample budgets look like and what the components are.
– Tools for tracking income and spending, building and monitoring a budget and tips for accomplishing future savings goals.
Presented by:
Phil Mustone, Cambridge Savings Bank
Phil Mustone, CFE Certified Financial Educator®, is the Financial Education Manager at Cambridge Savings Bank (CSB). He has been with CSB since 2016 and has been in banking for about 20 years. What he loves most about his job is helping people achieve their financial goals. For him, that started in his first role as a bank teller and has continued to his current role. He has a BS in Finance and a minor in Economics from Salem State University. He continued his professional development and graduated from the ABA Stonier Graduate School of Banking.
Pricing
Member price: FREE
Non-member price: N/A
Cancellation Policy: Reimbursement only for cancellations received at least 5 business days before the event.
Confirmation Policy: We only send confirmations via email. Please email Nina Walat at nwalat@providers.org or 508.598.9679 if you do not receive a confirmation email.
