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Organizing and Managing Your Finances

Event

Course Information

Location: Online Webcast

Learn how to better organize your financial data, allowing for more accurate projections, efficient management, and a better understanding of the overall financial picture.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

  • Practice necessary steps to effectively organize and manage finances
  • Learn what paperwork documentation to discard, what to keep and for how long
  • Assess and modify current finances using free or subscription online app services, standalone software, or your own customized spreadsheet
  • Calculate how much to save monthly for each financial goal
  • Set up and effectively use a spending chart
  • Discuss how to save more money and accumulate more wealth
  • Understand credit scoring and how to improve your credit score
  • Determine what life changes dictate an update to your financial paperwork

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email njeong@samcera.org with the name and date of the class that you would like to attend.

Commands