The Psychology of Saving and Spending Seminar

Did you know, how we spend and save is rooted in a lot of areas that we are not necessarily aware of on a conscious level. According to the Credit Union National Association (CUNA), there are 5 sources in which our financial practices are rooted.

Join us for the Psychology of Saving and Spending Seminar, Tuesday, 5/6/14 at 1:00 p.m. EST.

Attend and learn:

  • The root causes that shape our financial practices.
  • Different types of spending cycles and how they impact goal achievement.
  • The importance of creating a spending plan.
  • Identification of “leaks” that can drain your budget.
  • How to develop your own savings and spending strategy.

Presentation Materials:

Psychology of Spending Slides

Activity 1 – One-minute financial quiz

Handout 1 – Goal Worksheet

Handout 2 – Monthly Income Worksheet

Handout 3 – Monthly Expense Worksheet

Handout 4 – Debt Worksheet

Handout 5 – Where Does Your Money Go