Spring cleaning your finances: Money management best practices

11 am - 12 pm PST. There is one item that we often forget to add to our spring-cleaning list: Our finances. But don’t they deserve a little sprucing up as well? 

In this masterclass, with Chartered Professional Accountant (CPA) Vanessa Bowen, participants will learn:

  • Simple ways to start cleaning up their finances and get their financial goals back on track
  • How to create financial goals that are easy to stick to and achieve
  • How to avoid common budgeting traps and create a budget that builds balance between wants and needs
  • Simple ways to reduce debts immediately
  • How to create a savings plan that provides financial security and supports your short-term goals
  • How to set weekly "money dates" to ensure you stick to your plan and remain committed to your dreams

Audience: All faculty and staff at UBC Vancouver and Okanagan 

Location: Zoom.

About Your Facilitator: 

Vanessa Bowen is a CPA and Master Neuro-Linguistic Programming Practitioner and the Founder of Mint Worthy Co. Inc., a personal finance coaching platform that helps people shift their relationship with money and take control of their finances. After a decade in corporate finance and public accounting working with international businesses in Canada and the US, Vanessa decided to pursue her passion for personal finance, shifting her focus to empowering people to live life on their own financial terms. 
    
Through Mint Worthy, Vanessa teaches folks the fundamentals of personal money management. With her holistic coaching strategies, Vanessa equips folks with the tools and methods needed to break bad money habits, create new mindset shifts, and blaze a path to life-long financial freedom. 

If you have questions or accommodation requests, please email Lauren Lee at lauren.l@ubc.ca

Register here

Tagged

  • HR
  • Wellbeing
  • Healthy UBC

UBC Crest The official logo of the University of British Columbia. Urgent Message An exclamation mark in a speech bubble. Caret An arrowhead indicating direction. Arrow An arrow indicating direction. Arrow in Circle An arrow indicating direction. Arrow in Circle An arrow indicating direction. Time A clock. Chats Two speech clouds. E-commerce Cart A shopping cart. Facebook The logo for the Facebook social media service. Home A house in silhouette. Information The letter 'i' in a circle. Instagram The logo for the Instagram social media service. Linkedin The logo for the LinkedIn social media service. Location Pin A map location pin. Locked A locked padlock. Mail An envelope. Menu Three horizontal lines indicating a menu. Minus A minus sign. Pencil A pencil indicating that this is editable. Telephone An antique telephone. Play A media play button. Plus A plus symbol indicating more or the ability to add. Search A magnifying glass. Settings A single gear. Speech Bubble A speech bubble. Star An outline of a star. Twitter The logo for the Twitter social media service. Unlocked An unlocked padlock. User A silhouette of a person. Vimeo The logo for the Vimeo video sharing service. Youtube The logo for the YouTube video sharing service.