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Financial wellbeing is the sense of security and ease that comes with knowing you can pay your bills today, deal with the unexpected and that you’re on track for a healthy financial future.

Financial wellbeing matters because it’s hard to think clearly and make good decisions when you’re living under a cloud of money worries. Except… we’re continuing to live through a cost-of-living crisis and people are feeling panicked.

Do you know what helps? Talking it through and taking action. This is where Money Guidance Practitioners excel at helping their clients.

Let’s take advantage of the January ‘fresh start’ effect - when people feel more motivated and excited at the start of something new, like the new year, birthdays, new term etcetera – and brush up on our budgeting basics so we can best support our clients.

About this event

Financial Wellbeing & Budgeting Skills: A train-the-trainer session for Money Guidance Practitioners is a live, 90-minute webinar, designed to help Money Guidance Practitioners help their clients understand and take control of where their money is going.

This webinar will be delivered in English, with a presentation and discussion-based activities. Welsh-language presentation slides will be made available after the webinar and sent to attendees.
 

Who should attend?

Money Guidance Practitioners in Wales who are in a position to help members of the public with their budgeting skills. Money Guidance Practitioners in Wales working with members of the public who want to take control of where their money is going instead of feeling like it does a disappearing act. Attendees of this webinar could potentially be in roles such as Housing Support Worker, Family Support Worker, Food Bank Volunteer, Advice Worker, Mental Health Support etcetera.

What will be covered?

• What financial wellbeing is and why it matters;
• How to budget - including tracking and categorising spending, budgeting for saving, alternative budgeting methods;
• Common and popular budgeting tools;
• The importance of making a motivational budget - one that people want to stick to;
• Applying a coaching lens to help engage your clients with budgeting.

A budget is a simple, practical and powerful tool that can help people move from where they are now to where they want to be. This session is designed to help Money Guidance Practitioners help their clients to bridge this gap.

Who is leading this session?

This session will be led by Talia Loderick, a Money Coach based in Cardiff. Talia offers one-to-one coaching designed to help people understand and take control of their behaviour with money so they can stop stressing about money and have enough to live well – now and in future. Talia also delivers financial wellbeing sessions for teams, organisations and groups of lovely people like the Money Guiders Wales Network. Visit: talialoderick.co.uk.

Accessibility

This webinar takes place on Microsoft Teams. The webinar link will be provided after you’ve registered to attend the event. You do not need to sign up to Microsoft Teams to access this webinar – simply click the Microsoft Teams link to join. If you have other accessibility requirements, please inform us when you register and we will do our best to meet them.