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Getting S.M.A.R.T. about Goal Setting and Spending - My Money and Me! (Part 3 of 4)

2013 My Money & Me Webinar Series
Presented by Mark B. Robinson, CIMA® AIFA® and Wanda J. Roberts

Oct. 9 - Part 3 of 4: GETTING S.M.A.R.T ABOUT GOAL SETTING AND SPENDING - My Money & Me!
In this third part of the series participants will learn how to set goals using S.M.A.R.T. criteria and how to develop a personal spending plan to meet those goals. Participants will also learn how behavior and emotion-based assumptions about money and spending may negatively affect how money-related decisions are made. Attendees will be presented with a Money Personality Profile worksheet to help them better understand their relationship with money. Examples on what types of financial instruments are appropriate for meeting short-term goals, and what types of investments are more appropriate for reaching longer-term goals conclude the session.

Learning Targets
- Overview of behavioral economics
- Identify how and why most money-related decisions are made
- Know how to utilize the SMART goals model to set financial goals
- Know how to develop a sensible and realistic spending plan for reaching financial goals
- Differentiate between immediate, short-term, intermediate and long-term financial goals
- Understand what types of financial instruments are more appropriate for meeting short-term goals, and what types of investments are more appropriate for reaching longer-term goals

Oct. 23 - Part 4 of 4: MANAGE YOUR FUTURE NOW - My Money & Me!

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The My Money & Me webinar series has been accepted by the Association for Financial Counseling and Planning Education (AFCPE®) continuing education (CEU) Department for .5 hours of credit for each webinar with a total of 2.0 CEUs. AFCPE will enter this information into their database towards 2012/2013 CEU requirements once members provide proof of completion. Member account status can be checked anytime at http://members.afcpe.org . AFCPE continuing education details can be found here: http://www.afcpe.org/certification/continuing-education.php.

https://youtu.be/PSUyre-G6m4

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The Extension Foundation was formed in 2006 by Extension Directors and Administrators. Today, the Foundation partners with Cooperative Extension through liaison roles and a formal plan of work with the Extension Committee on Organization and Policy (ECOP) to increase system capacity while providing programmatic services, and helping Extension programs scale and investigate new methods and models for implementing programs. The Foundation provides professional development to Cooperative Extension professionals and offers exclusive services to its members. In 2020 and 2021, the Extension Foundation has awarded 85% of its direct funding back to the Cooperative Extension System, 100% of funds are used to support Cooperative Extension initiatives. 

This technology is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of useat extension.org/terms.

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