Click on each title to access the presentations and handouts from the Financial Wellness Workshops held at MHA Westport.

Module 1 – Assessing How You Manage Money
Presentation 
Goals Worksheet 
Spending Diary 
The Money Quiz

Module 2 – Creating a Budget
Presentation 
Budget Worksheet – blank copy 
Budget Worksheet – completed example 
Budget Summary 

Module 3 – Credit
Presentation
How to Request Your Credit Report 
Credit Score Quiz
Debt Worksheet 

Module 4 – Banking
Presentation 
Sample Checks 
“Damper” Check 
Sample Checking Account Statement
Sample Checking Account Register 

Module 5 – Planning for Retirement
Presentation

Module 6 – Shopping and Housing
Presentation
Shopping Worksheet