Budgeting for Beginners Workshop

This presentation is for adults who want to improve their financial health and learn more about creating and maintaining a budget. It covers the values and motivations behind budgeting, the basics of what makes a budget, and ideas for reducing expenses and increasing income to balance a budget.

It is available in two versions: a 90-minute workshop or a 30-minute presentation.

Download 30 Minute FilesDownload 90 Minute Files

After you’ve downloaded this folder, you’ll have access to the following files:

1. PowerPoint (.pptx) Presentation File: A file type that can be opened in a number of different presentation software, like PowerPoint and Keynote. This presentation is available in the following color themes: blue (#214F80), green (#2C6F06), and red (#9C1212).
2. Facilitator Guide.pdf: This PDF walks presenters through everything they need for a successful workshop or presentation, including material and technology preparation, room setup and logistics, and detailed script and discussion questions for the presentation slides.

Handout

This workshop comes with two handouts and one worksheet.

Download Handout—Your Financial LeversDownload Worksheet—Your Values, Your MoneyDownload 90 Min. Agenda/Handout

Download Instructions

1. Once you've downloaded the files, go to your preferred presentation software, navigate to "file," open, and find the presentation file in your downloads.
2. After opening the presentation, follow the instructions on page 6 of the Facilitator Guide to make sure your institution’s logo, name and other information is correct.
3. Use the Facilitator Guide pdf for instructions and script as you present.