Onsite Training

Instructor-Led Training

We provide in-person delivery at your company's choice of location.

The Sticky Note Budget Workshop

Delivered by Halley Nelson

Unlock the power of simplified financial management with the Sticky Note Budget workshop. Designed as an effective and visual approach to budgeting, this class introduces a practical method to manage personal finance using sticky notes and a credit union account.

What You'll Learn:

-Budgeting Techniques: Harness the power of sticky notes and your credit union account to create a dynamic and visual budget that evolves with your financial needs.

-Organize Your Finances: Learn how to break down your expenses, save with your goals, pay down debt, improve your credit, and turn your money worries into wins.

-Goal Setting and Tracking: Set your financial goals and see your progress with a transparent system in your account—no spreadsheets or separate apps, just an account that works for you.

-Practical Application: Apply concepts through interactive exercises to build a budget tailored to your financial situation.

Who Should Attend: This workshop is ideal for anyone interested in simplifying their budgeting process with a hands-on visual approach,

Join us in transforming your budgeting process and gaining control over your finances in an engaging and effective way.

Delivery: In-person

Suitable for: Groups of 5-15 participants.

Formats Offered:

Sip and Save

Lunch and Learn

Full Day

Location: Training will be held at your site or a venue provided by your organization.