Employee Education: Budgeting & Saving Worksheet & Video

What the webinar covers

• Why budgeting matters: Discover where your money is going and take charge of your finances.
• Debt strategies: Find out how to pay down debt while still saving for what’s important.
• Goal setting made simple: Plan for emergencies, vacations and retirement with ease.

To support what you learn in the webinar, this budgeting worksheet uses the popular 50/30/20 rule. It’s a simple way to organize your income and prioritize your spending.

How the worksheet helps

• Review your finances: Track your income, review expenses and visualize your spending with easy-to-read graphs.
• Organize your money: Sort your spending into categories like Needs, Wants and Savings.
• Track your progress: See how your spending compares to the 50/30/20 rule.
• Get helpful tips: See suggestions to help you stay on track and adjust your budget.

Benefits of Financial Education

• For employees: Better planning leads to less stress, more focus and increased financial confidence.
• For employers: Financially-educated teams are happier, more engaged and better prepared for the future.

Looking for More Employee Education?

Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.