Past Workshop Materials

Previous Workshops

Freshman year is an excellent time to plan out your financial strategy for paying for college!  This workshop covered the basics of personal finance as well as an introduction to how student loans function and how they will impact the borrower in the future.

Here is a PDF of the presentation.

Here is a PDF of the Semester Budgeting Form.

Here is the Excel Yearly Budgeting file.  

Freshman year is a great time to plan out your financail strategy for paying for college!  This workshop covered the basics of personal finance as well as an introduction to how student loans function and how they will impact the borrower in the future.  

Here is a PDF of the presenation.

Here is a PDF of the Budgeting Form handed out during the presentation.

Here is a PDF of the workbook handed out during the presentation.

The Financial Education Program presented about Federal Student Aid, Budgeting and Credit to the incoming students of Bitterroot College.

Here is the PDF version of the presentation.

Here is the Semester Budgeting handout.

Here is the Yearly Expenses checklist.

Here is the Yearly Income checklist.

Here is the Yearly Budgeting Excel file that incorporates the information from the Expenses and Income handout.  

The Financial Education Program presented a workshop to Juniors and graduating Seniors about the process of loan repayment.  

Here is the PDF version of the presentation.

Here is the handout detailing Public Service Loan Forgiveness. 

Here is the handout containing the details of the Income-Driven Repayment Plans.

The Financial Education Program partnered with SoBA to present a workshop to Juniors and Seniors about how finances change after college.  

Here is the PDF version of the presentation.  

Here is the first sample budget and here is the second sample budget.

Here is the Excel yearly budget file with the Expenses Checklist and the Income Checklist.  

The Financial Education Program joined the Curry Wellness in a presentation titled "Stressed, Tired and Broke" focused on helping students find ways to revieve stress, rest more and utilize budgeting strategies to improve their finances.  

Here is the PDF of the budgeting portion of the workshop. 

Freshman year is a great time to plan out your financail strategy for paying for college!  This workshop covered the basics of personal finance as well as an introduction to how student loans function and how they will impact the borrower in the future.  

Here is a PDF of the presenation.  

Here is a PDF of the Budgeting Form handed out during the presentation.

Here is a PDF of the workbook handed out during the presentation.

Students transitioning out of college often have new expenses to pay including repayment of their loans.  This presentation covered ways to prepare for those expenses and the tools for repayment of student loans.

Students wanting to follow the budget given in this presentation should first fill out the Expenses Checklist then fill out the Income Checklist.  The information from those sheets can then be included in the blank Yearly Budgeting Excel spreadsheet used in the presentation.

Here is the PDF version of the Loan section of the presentation.  

Here is the PDF version of the Budgeting section of the presentation.

For anyone interested in an Individual Session with a Financial Educator, here is the Intake Form used in the sessions.

This presentation showed how to maintain healthy eating habits while sticking to a small budget!

Sites referenced in the presentation: 

Bountiful Baskets
UM Dining Reusable Container
SNAP Benefits 
Optimal Bear Pinterest Page
Missoula Farmers Market
Clark Fork Market
Garden City Harvest
Missoula Food Co-Op

Students wanting to follow the budget given in this presentation should first fill out the Expenses Checklist then fill out the Income Checklist.  The information from those sheets can then be included in the blank Yearly Budgeting Excel spreadsheet used in the presentation.

Set up an appointment with one of our staff members to review or help create your budget and to answer any financial questions you may have!

Students utilizing Veteran's Benefits often have to deal with delayed income.  This presentation covered ways to prepare for those delays.

Students wanting to follow the budget given in this presentation should first fill out the Expenses Checklist then fill out the Income Checklist.  The information from those sheets can then be included in the blank Yearly Budgeting Excel spreadsheet used in the presentation.