The way we live out our purpose to "inspire and build better lives and communities" is to share our financial knowledge program for individuals, families, and businesses through a series of presentations at no-cost. Our curriculum has the following sessions under our Bank on Your Success platform and are available in Spanish and English:
PERSONAL FINANCES
• Banking and Budgeting Basics - Financial situation analysis, banking basics, budgeting and savings, credit establishment and repair.
• Budgeting during a crisis (Designed during the Pandemic but still relevant) - Ideas on Creative income streams and information and resources available to help during difficult times.
• Becoming a Homeowner - Knowledge and information relevant to home buying process, terms, questions to consider, expert in the field advice.
SMALL BUSINESS FINANCES
• Separating Business and Personal Finances - How to start a business, ways for small business owners to pay themselves, business structure and organization, financial accounts and tools.
• Business Finance Basics - How to start a business, cash flow analysis, insurance, borrowing and financing.
• Borrowing for Small Businesses - Where to fund funds for businesses, information regarding what lenders look for, borrowing process and creation of a business profile.
• Put your financial statements to work - Ways to leverage and use income and balance statements to run businesses, how to establish benchmarks and ask for advice.
Our program is a no-cost value add to any organization and can help individuals, families and small businesses to increase their financial confidence as they navigate their financial journey.
If you are interested in this item and have some questions, feel free send an inquiry.
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