Date and Time
–
04/18/2024
Length
1 hour
Description
Are you ready to unlock the full potential of a Penny Forward membership and take your financial knowledge and skills to the next level? Join us for Financial Sense. This program is designed to help you maximize the benefits of being a Penny Forward member.
What To Expect
Introduction and Icebreaker (6 minutes)
- Welcome participants and introduce the workshop’s theme of maximizing the benefits of Penny Forward membership during Financial Capability Month.
- Facilitate an icebreaker activity to encourage participants to share their financial goals and aspirations.
1. Introduction to Penny Forward (12 minutes)
- Provide an overview of Penny Forward’s mission to empower individuals with financial knowledge and resources.
- Explain the differences between public access, guest members, and paid members/rehab clients.
- List the types of perks members get.
- List the places the public can benefit from Penny Forward even if not a member.
- Take a tour of the Penny Forward website
- Q/A
2. Maximizing Course Offerings (12 minutes)
- Discuss the importance of continuous learning in personal finance and the benefits of taking courses offered by Penny Forward.
- Showcase the courses Penny Forward offers.
- Preview topics Penny Forward is planning to develop courses for soon.
- Q/A
3. Engaging in Programs (12 minutes)
- Discuss Tuesday’s Turning Pages Book Brunch
- Discuss Wednesday Workshops
- Q/A
4. Utilizing One-on-One Financial Counseling (6 minutes)
- Explain the benefits of one-on-one financial counseling sessions offered to Penny Forward members.
- Discuss how to schedule counseling sessions, prepare for them, and make the most of the personalized financial advice provided.
- Q/A
5. Penny Forward Podcast (6 minutes)
- Discuss what the podcast is and where to find it
- Overview of past topics
- Preview what is coming up
- Q/A
6. Activating YNAB Year Membership (3 minutes)
- Introduce the YNAB (You Need A Budget) software and its role in budgeting and financial management.
- Guide participants through the process of activating their YNAB year membership through Penny Forward.
Closing and Penny Forward Updates (3 minutes):
- Summarize key takeaways from the workshop, emphasizing the importance of leveraging Penny Forward membership benefits to enhance financial knowledge and skills.
- Provide a brief update on any new features, resources, or upcoming events available to Penny Forward members.
- Encourage participants to take full advantage of their membership benefits and continue their journey towards financial empowerment
Don’t miss out on this opportunity to maximize a Penny Forward membership and take control of your financial future. Join us for Financial Sense¢ – Maximizing a Penny Forward Membership and embark on a journey towards financial empowerment! 💰🌟
We will be on Zoom, Facebook Live, YouTube Live, and Clubhouse.
Our members will receive the Zoom Event information emailed on the day of the program.
Those on the ACB Community Daily Schedule email list, will receive the program information in the ACB Community schedule for the day of the event. They will also have the clubhouse event link and ACB media information. (We do not have access to all this information until the day of the event.)
Questions?
Send any comments or questions to…
The Penny Forward Team