Session 1 –  

  • Financial stability

    • Defining financial stability

    • What is at stake

    • Hashkafah – bitachon and hishtadlus

  • Getting your financial picture

    • Budgeting basics

    • Tracking expenses

    • Assignment

 

Session 2- 

  • Taking the financial picture forward

    • Finding the “number”

    • Enhancing income

    • Streamlining expenses

 

  • Looking to the future

    • Savings

    • Long-term financial goals

    • Periodic meetings 

  • Potential pitfalls (Don’ts)

    • Peer pressure 

    • Credit cards

    • Debts

    • Investments



Session 3 –  

  • Money and Marriage

    • Varying Financial styles 

    • Communication –

    • Working as a team

    • Shared financial goals

 

  • Personal Finance Dos 

    • Being proactive

    • Wants and needs

    • Planning ahead

Previous Event: https://www.mesila.org/2020/11/24/bmg-newlyweds-dec-8-2020/