Financial Counseling: Budgeting Analysis & Spending Plans
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
June 19, 2008
2:00–4:00 p.m. Central Time
(3:00–5:00 p.m. EDT, 1:00–3:00 p.m. MDT, 12:00–2:00 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)
ABOUT THIS WEBINAR
Members need to recognize how they are using their money. In this webinar you will discuss how to build a budget and spending plan with the member. In addition you will learn ways that the member can reduce the amount of debt they owe.
TOPICS & OBJECTIVES
Financial Counseling: Budgeting Analysis & Spending Plans
- Help members develop a plan for spending, bill paying, and saving
- See how to help members build savings on a tight budget
- Determine ways to help members clarify and resolve their financial problems
- Learn an approach to debt reduction that discourages default and bankruptcy
WHO SHOULD ATTEND
This webinar is designed for financial counselors, collectors, loan officers, managers, or credit union staff that is committed to helping a member gain control of their finances.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Kathryn Greiner, AFC
Director of Credit Education, University of Michigan Credit Union
Kathryn has been helping people improve their budgeting skills since 1976, and has been called the "budget guru" by the Ann Arbor Observer. Through the University of Michigan Credit Union, Kathryn provides budget counseling as a free service to UMCU members.
Trained and certified as a credit counselor, Kathryn developed a credit education program to teach consumers the skills needed to establish workable budgets, avoid bankruptcy, and improve creditworthiness. In private counseling sessions, she teaches how to control spending, reduce debt, begin to save and still enjoy life! With her unique blend of compassion, realism, and humor she helps them find sensible, workable answers to their financial problems.
Kathryn hosted a call-in radio talk show called "Credit Line" on WAAM radio for two years, has produced four credit education videos and her articles have been published in several credit union newsletters. Kathryn is the editor of ON MY OWN, a newsletter on the wise use of credit by and for high school students.
WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
CANCELLATIONS
The last day for cancellations was June 11, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
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100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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