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Hands-On Financial Budgeting Workshops

Master practical budgeting techniques through interactive sessions designed for real-world application. Build confidence with money management through guided practice and personalized feedback.

Interactive Sessions

Work directly with budgeting tools and templates during each workshop session

Personalized Guidance

Get individual feedback on your budgeting approach from experienced instructors

Practical Tools

Take home templates and strategies you can implement immediately

Workshop Timeline

Our structured approach takes you from budgeting basics through advanced planning techniques. Each session builds on the previous one, creating a comprehensive learning experience.

Foundation Workshop: Budget Basics

Learn the core principles of personal budgeting through hands-on exercises. We'll work together to create your first comprehensive budget using real financial scenarios. You'll practice categorizing expenses, setting realistic limits, and identifying areas for improvement.

July 15, 2025

Intermediate Session: Tracking & Adjustment

Dive deeper into monitoring your spending patterns and making strategic adjustments. This workshop focuses on practical tracking methods and how to respond when your budget needs modification. We'll analyze real spending data and practice making informed decisions.

August 20, 2025

Advanced Planning: Long-term Goals

Master the art of incorporating major financial goals into your monthly budget. This session covers saving strategies, debt management, and planning for significant expenses. You'll leave with a personalized action plan for achieving your financial objectives.

September 25, 2025

Mastery Workshop: Crisis Management

Learn how to maintain financial stability during unexpected situations. This practical session teaches emergency budgeting, rapid expense reduction, and income replacement strategies. Practice with real-world scenarios to build confidence in handling financial challenges.

October 30, 2025

Meet Your Workshop Leaders

Learn from experienced financial educators who combine theoretical knowledge with hands-on teaching methods. Our instructors bring real-world expertise to every session.

Penelope Fischer

Penelope Fischer

Senior Budget Consultant

Penelope has spent over twelve years helping individuals and families develop sustainable budgeting practices. Her background in financial counseling brings a practical, empathetic approach to workshop facilitation. She specializes in making complex financial concepts accessible to everyone.

Certified Financial Counselor Budget Planning Specialist
Marcus Hartwell

Marcus Hartwell

Financial Education Director

Marcus combines his accounting background with a passion for teaching practical money management skills. He's developed many of the interactive exercises used in our workshops and focuses on helping participants build lasting financial habits through consistent practice.

CPA Qualified Adult Education Certificate
Delia Mackenzie

Delia Mackenzie

Workshop Coordinator

Delia manages the practical aspects of our workshop program and provides ongoing support to participants. Her organizational skills ensure each session runs smoothly, and she's always available to answer questions about budgeting challenges between workshops.

Financial Literacy Advocate Community Education Specialist

Ready to Take Control of Your Budget?

Join our next workshop series starting in July 2025. Small group sizes ensure personalized attention and plenty of opportunity for hands-on practice. All materials and templates included.

Register for Workshops