Lunch and Learn workshop
Get Financially Fit @ Work

Get Financially Fit @ Your Library

    The following topics are available free of charge as a service of the City of Jacksonville and the University of Florida IFAS Extension in cooperation with the Northeast Florida Real Sense Prosperity Campaign.  The modules may be offered separately or as a series at worksites or for group meetings.        

    • Calendar-based Spending and Saving Plans -(Building a Budget so You Can Stick To It) - This step-by-step process will motivate you to develop a spending and saving plan and follow through.
    • Building and Re-Building Your Credit - Techniques to build your credit or increase your credit score.
    • Three Keys to Successful Saving - How to: Set a Goal. Make a Plan. Save Automatically.
    • What's Your Money Personality? - The Money Habitudes card game will help you determine your dominant money style. If your style is helping you achieve your goals, that's great. If not, we offer strategies to help you achieve more balance in your financial life.
    • Small Steps to Health and Wealth - This nine-lesson series provides 25 behavior change strategies and action steps to guide participants toward improved financial wellness.
    • Raising a Money Smart Kid - Learn specific techniques you can use with children from age 2 through 18.
    • Effective Strategies for Personal Money Management – Participants will learn to develop a successful financial plan in six steps: Setting goals, Preparing a net worth statement, Gathering past income and expense records, Completing the Spending and Saving Planner, Keeping records of spending and saving, Evaluating and Revising.
      Click here to download the Spending and Saving Planner. Your computer must have Microsoft Excel to use this spreadsheet. 
    • Spending Tomorrow's Money Today – Covers understanding credit histories and scores, credit contracts, co-signing for loans, warning signs of credit crisis, and debt management.
    • Protecting Financial Security - Developing sound strategies for handling financial risk that suit your needs and lifestyle. Covers retaining, transferring, reducing, and avoiding financial risk.   
    • Buying Your First Home – Discussions and worksheets on the decision to buy or rent, estimating the amount you can borrow, calculating the amount of monthly mortgage payment you can afford, and deciding on the features in a home that are important to you.
    • Should I Buy or Lease My Next Car? – This workshop covers the decisions to consider when getting your next car, including choosing between a new or used vehicle, deciding whether to trade cars frequently or hold onto them until they wear out, and selecting the purchase method best for you.  Click here to download a calculator to help you decide.
    • Investing Basics – Discover the difference between saving and investing, how diversification reduces risk, and the basics of stocks, bond, and mutual funds. 
    • Saving for College – Developing a strategy for saving for your child's college education and choosing from 6 options.  
    • Planning for Retirement – Helps you estimate the amount you will need in retirement and explores potential sources, including social security, pensions, and personal investments.
      Click here to download the Retirement Estimator. Your computer must have Microsoft Excel to use this spreadsheet.  
    • Financial Matters for Later Life – Includes strategies for streamlining financial management tasks and how to facilitate family decisions on housing, medical care, and long-term care for later life.


Money Management
(904) 255-7450
1010 N. McDuff Ave.
Jacksonville, FL 32254

Downloads