Financial Literacy Training

A partnership between United Way of Northeast Louisiana and the ULM College of Business & Social Sciences

                      

Face to Face Teaching Resources:

Personal Financial Planning Curriculum

Power Points and Work Sheets:

1.) Personal Financial Planning: The Good Life

   • Financial Goals Worksheet

2.) Financial Health

   • Budget Worksheet

   • Balance Sheet Worksheet

   • Income Statement Worksheet

3.) The Financial Life Cycle

4.) Planning for Retirement: Living the Good Life During Retirement 

 

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Video Based Learning:

Personal Financial Training: The Good Life

   • Financial Goals Worksheet

 

Financial Health

   • Budget Worksheet

   • Balance Sheet Worksheet

   • Income Statement Worksheet

 

The Financial Life Cycle

 

Planning for Retirement: Living the Good Life During Retirement