Fin Ed. Budgeting

March 15, 2022

Learning about finances is a key step in helping young adults develop life skills and starting to think about their own financial wellbeing. This interactive workshop will teach the basics of budgeting and help them take their first steps in creating a personal budget.

This workshop is applicable for both high school and college students.

Key takeaways:

  • Learn the purpose of having a budget and why it’s important
  • Gain an understanding of different types of income, the 50/30/20 rule, and various expenses
  • Leave with tools and resources to start creating your own budget

This session was led by Brighton Jones Lead Advisor, Kristine McHugh, CFP® and Advisor Katy Valencia.

Featuring

Kristine McHugh, CFP®

Lead Advisor
Featuring

Katy Valencia

Advisor

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Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.