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The presentation will encourage you to take the time and effort to develop your own personal financial goals and budget.
OVERVIEW
A personal budget is a financial plan that allocates future income toward expenses, savings, and debt repayment. “Where does the money go?” is a common dilemma faced by many individuals and households when it comes to budgeting and money management.
Effective money management starts with a goal and a step-by-step plan for saving and spending. Financial goals should be realistic, be specific, have a timeframe, and imply an action to be taken. This lesson will encourage you to take the time and effort to develop your own personal financial goals and budget.
About the Presenter
Amy M Lindquist has been in banking for 29 + years and has worked in various positions throughout the bank working my way up from Part Time Teller. She worked for HSBC Bank for the majority of my career starting as a Part Time Teller, Bookkeeper, Administrative Assistant to the District Manager, Assistant Manager, Branch Manager, Trainer, VP of Operations and Project Manager. She recently joined Community Bank and has been the Branch Manager of the Orchard Park Branch for the past 4 years. She also has been on the Board of Directors for the Gowanda Historic Hollywood Theatre for the past 10+ years. She is a mother of 3 and a grandmother.
