My Money & Me: Part 3—Getting SMART about Goal Setting and Spending

Date: October 8, 2013
Time: 11:30 a.m.-1 p.m.
Location: Webinar
Contact: Wanda Roberts, repke@msu.edu, 248-858-1008

Learn how to use SMART goals to develop a spending plan. What is your Money Personality? What financial instruments do you use for short vs. long-term goals? You can follow the event by visiting the eXtension website. The webinar will be recorded. The My Money & Me webinar series has been accepted by the Association for Financial Counseling and Planning Education (AFCPE®) continuing education (CEU) Department for six (6.0) hours of credit. AFCPE will enter this information into their database towards 2012/2013 CEU requirements once members provide proof of completion. Member account status can be checked anytime. Read more about AFCPE continuing education details.

Participants will also learn how behavior and emotion-based assumptions about money and spending may negatively affect how money-related decisions are made. Attendees will be presented with a Money Personality Profile worksheet to help them better understand their relationship with money. Examples on what types of financial instruments are appropriate for meeting short-term goals, and what types of investments are more appropriate for reaching longer-term goals conclude the session.

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Learning Targets

  • Overview of behavioral economics 
  • Identify how and why most money-related decisions are made 
  • Know how to utilize the SMART goals model to set financial goals 
  • Know how to develop a sensible and realistic spending plan for reaching financial goals 
  • Differentiate between immediate, short-term, intermediate and long-term financial goals 
  • Understand what types of financial instruments are more appropriate for meeting short-term goals, and what types of investments are more appropriate for reaching longer-term goals

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