Santa Clara University

Human Resorces


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HR Benefits: Managing Personal Finances

noon to 1:00 PM

Managing Personal Finances
Balancing personal income and expenditures is fundamental to enjoying success in one's personal life and work. This workshop will provide all the basics to create a successful budget and spending plan. Additionally, participants will analyze overspending and credit concerns, discuss the importance of establishing credit (including guidelines for using credit cards and avoiding credit card fraud) and review remedies for being overextended in debt.

Learning objectives:

After the workshop, participants should be able to:

Assess their family’s financial profile

Apply tips for creating financial balance

Identify their short-, medium- and long-term goals

Manage their credit more effectively




475 El Camino Real
Manresa Learning Center

Debby Merryman
Tel 408-554-2758

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