Financial Wellness Workshop (2 hours) by Jeff

Meeting with Achi Cherrie

jffrsonaguilar — 2025-06-09 11:57:21 UTC

Go beyond just understanding the importance of saving and budgeting

jffrsonaguilar — 2025-06-11 15:08:00 UTC

Hands-on, interactive activities

jffrsonaguilar — 2025-06-11 15:08:27 UTC

Relevant and applicable

Create a personalized finance tracker

jffrsonaguilar — 2025-06-11 15:08:39 UTC

Understand debt management strategies

jffrsonaguilar — 2025-06-11 15:09:54 UTC

Recognize and manage lifestyle inflation

jffrsonaguilar — 2025-06-11 15:10:24 UTC

Esp. as income begins to increase after graduation

Identify and avoid common financial pitfalls

jffrsonaguilar — 2025-06-11 15:15:49 UTC

Learn how to set short-term and long-term financial goals

jffrsonaguilar — 2025-06-11 15:15:59 UTC

Explore ways to manage finances while honoring family obligations and filial piety

jffrsonaguilar — 2025-06-11 15:16:13 UTC

Develop a mindset of financial wellness, encompassing values-based spending, emotional well-being, and self-awareness.

jffrsonaguilar — 2025-06-11 15:16:29 UTC

Cultivate the habit of charity and giving back

jffrsonaguilar — 2025-06-11 15:16:40 UTC

Make them feel involved

jffrsonaguilar — 2025-06-11 15:47:37 UTC

Not boring

jffrsonaguilar — 2025-06-11 15:47:42 UTC

Clear flow and instructions

jffrsonaguilar — 2025-06-11 15:48:07 UTC

Clear takeaways

jffrsonaguilar — 2025-06-11 15:48:20 UTC

If your relationship with money were a song title, what would it be?

jffrsonaguilar — 2025-06-11 16:01:09 UTC

What’s your earliest memory about money?

jffrsonaguilar — 2025-06-11 16:09:57 UTC

Was it about saving, spending, guilt, generosity?

When you hear the word 'Money', what comes to your mind?

jffrsonaguilar — 2025-06-11 16:10:45 UTC

Reality Check

jffrsonaguilar — 2025-06-11 16:15:22 UTC

Safe Space (no judgement)

jffrsonaguilar — 2025-06-11 16:16:26 UTC

breakdown ng sahod

jffrsonaguilar — 2025-06-12 09:24:39 UTC

what is credit card

jffrsonaguilar — 2025-06-12 09:24:51 UTC

how much should i give to my parents?

jffrsonaguilar — 2025-06-12 09:25:17 UTC

margojanelle — 2025-06-12 09:25:36 UTC

online banking and digital wallets

savings vs investment

jffrsonaguilar — 2025-06-12 09:26:11 UTC

margojanelle — 2025-06-12 09:27:53 UTC

save then buy or pay in installments

strategies to save money while still treating self

jffrsonaguilar — 2025-06-12 09:28:14 UTC

margojanelle — 2025-06-12 09:28:49 UTC

balancing needs and wants

margojanelle — 2025-06-12 09:29:07 UTC

insurance

best budgeting setup?

jffrsonaguilar — 2025-06-12 09:29:41 UTC

50/30/20 or income-savings=expenses or income-expenses=savings, etc.

Budgeting

jffrsonaguilar — 2025-06-12 09:39:20 UTC

Charity + Filial Piety

jffrsonaguilar — 2025-06-12 09:42:33 UTC

Adulting 101

jffrsonaguilar — 2025-06-12 09:48:02 UTC

Financial Goal Setting

jffrsonaguilar — 2025-06-12 09:50:27 UTC

Debt Management Strategies

jffrsonaguilar — 2025-06-12 09:50:36 UTC

jffrsonaguilar — 2025-06-12 13:45:35 UTC

matuto sila magbudget

jffrsonaguilar — 2025-06-14 14:37:51 UTC

magset ng clear financial goals on their own

jffrsonaguilar — 2025-06-14 14:38:02 UTC

treat themselves while managing life

jffrsonaguilar — 2025-06-14 14:38:44 UTC

give back to tzu chi

jffrsonaguilar — 2025-06-14 14:38:53 UTC

to understand how important na magbudget

margojanelle — 2025-06-14 14:39:36 UTC

learn ways to go back to their goal

jffrsonaguilar — 2025-06-14 14:39:37 UTC

maidentiy yung mga common pitfalls and makapagcreate ng strategy para maiwasan or mabawasan

margojanelle — 2025-06-14 14:41:21 UTC

malaman yung value ng pagtulong (charity and family)

margojanelle — 2025-06-14 14:42:02 UTC

1. Why do we need financial literacy as fresh graduates?

jffrsonaguilar — 2025-06-16 06:16:05 UTC

2. What do we need to understand to manage our money well?

jffrsonaguilar — 2025-06-16 06:16:16 UTC

3. How do we actually do this in real life?

jffrsonaguilar — 2025-06-16 06:16:26 UTC

1. Show average salary of the Filipino workers

jffrsonaguilar — 2025-06-16 06:20:55 UTC

2. Show the debts of filipino household

jffrsonaguilar — 2025-06-16 06:21:37 UTC

4. Show the financial literacy rate of Filipinos

jffrsonaguilar — 2025-06-16 06:21:50 UTC

5. Show a quote from Master Cheng Yen regarding being wise in money

jffrsonaguilar — 2025-06-16 06:22:49 UTC

1. Present Budgeting formulas

jffrsonaguilar — 2025-06-16 06:50:51 UTC

2. Ask the participant, what formula do they want?

jffrsonaguilar — 2025-06-16 06:51:18 UTC

3. Group Activity: Create the first budget (Month 1) for Juno

jffrsonaguilar — 2025-06-16 06:51:46 UTC

1. Show the pros of having a financial goal (short-term and long-term)

jffrsonaguilar — 2025-06-16 06:52:23 UTC

2. Present the CASH Framework

jffrsonaguilar — 2025-06-16 06:52:37 UTC

4. Group Activity: Help Juno to create financial goals

jffrsonaguilar — 2025-06-16 06:52:50 UTC

5. Group Activity: Give real-life budget wreckers to groups

jffrsonaguilar — 2025-06-16 06:55:22 UTC

2. Group Activity: Update Juno's monthly budget for Month 2-5

jffrsonaguilar — 2025-06-16 06:55:43 UTC

3. Process the experience: Ask 1-2 groups to share experience

jffrsonaguilar — 2025-06-16 06:56:13 UTC

Financial pitfalls (Month 3-5)

jffrsonaguilar — 2025-06-16 06:56:26 UTC

5. 3 Tips to Avoid Financial Pitfalls

jffrsonaguilar — 2025-06-16 06:56:54 UTC

1. Share real-life experience of charity and giving back to parents

jffrsonaguilar — 2025-06-16 06:57:43 UTC

2. Becoming the Blessing:

jffrsonaguilar — 2025-06-16 06:58:07 UTC

Do a personal activity for the participants to process charity and filial piety

Menti Activity (Rating)

jffrsonaguilar — 2025-06-16 06:58:54 UTC

Before I think that... Now I realized that...

jffrsonaguilar — 2025-06-16 06:59:05 UTC

Month 1 (Budgeting)

jffrsonaguilar — 2025-06-16 07:01:23 UTC

Month 2 (Financial Goal Setting)

jffrsonaguilar — 2025-06-16 07:01:26 UTC

Month 6 (Charity + Filial Piety)

jffrsonaguilar — 2025-06-16 07:01:56 UTC

3. Show the average debt of filipino workers (15-64 yrs old)

jffrsonaguilar — 2025-06-16 14:00:55 UTC

Happiness does not come from owning lots of material wealth. True wealth is in our heart. If our heart is not content, we cannot be considered rich.

jffrsonaguilar — 2025-06-16 14:11:25 UTC

The more we give, the more grounded we will feel.

jffrsonaguilar — 2025-06-16 14:13:06 UTC

Though we aim high, we must take solid and concrete steps, here and now.

jffrsonaguilar — 2025-06-16 14:13:18 UTC

Canva Presentation

jffrsonaguilar — 2025-06-17 12:27:06 UTC

Mentimeter Check-in

jffrsonaguilar — 2025-06-17 12:27:20 UTC

jffrsonaguilar — 2025-06-17 23:56:00 UTC

jffrsonaguilar — 2025-06-17 23:57:07 UTC

Presentation GSlides (Ideation Part)

jffrsonaguilar — 2025-06-18 14:13:27 UTC

Activities (Ideation)

jffrsonaguilar — 2025-06-18 14:13:50 UTC

Budgeting Definition

jffrsonaguilar — 2025-06-19 13:27:03 UTC

3. Sample for CASH Framework (Jeff)

jffrsonaguilar — 2025-06-19 13:32:36 UTC

3. Sharing Part: 2-3 students

jffrsonaguilar — 2025-06-19 13:44:30 UTC

4. Present Financial Pitfalls

jffrsonaguilar — 2025-06-19 13:50:08 UTC

Money with Purpose

jffrsonaguilar — 2025-06-19 14:04:12 UTC

First Paycheck, First Steps

jffrsonaguilar — 2025-06-19 14:04:32 UTC

Master Your Money Before It Master You

jffrsonaguilar — 2025-06-19 14:05:12 UTC

CashFlow Beginning

jffrsonaguilar — 2025-06-19 14:05:20 UTC

Red Flags in Finance

jffrsonaguilar — 2025-06-19 14:05:50 UTC

Jumpstart Your Finance

jffrsonaguilar — 2025-06-19 14:06:10 UTC

Kamusta Ang Kaperahan?

jffrsonaguilar — 2025-06-19 14:06:22 UTC

Financial Wellness for Graduating Students

jffrsonaguilar — 2025-06-19 14:06:40 UTC

Budget. Build. Give

margojanelle — 2025-06-19 14:07:18 UTC

Money, Mindset, and Meaning

margojanelle — 2025-06-19 14:08:14 UTC

Financial Readiness: Life after Graduation

margojanelle — 2025-06-19 14:10:04 UTC

Glow Up Your Finances!

margojanelle — 2025-06-19 14:12:36 UTC

Financial Readiness: Life After Graduation

jffrsonaguilar — 2025-06-19 14:19:25 UTC

Budget. Build. Give.

Try

jffrsonaguilar — 2025-06-21 10:49:01 UTC

tryyy

jffrsonaguilar — 2025-06-21 14:31:44 UTC

Group Worksheet

jffrsonaguilar — 2025-06-21 14:32:46 UTC

BUDGET TRACKER GIVEAWAY

jffrsonaguilar — 2025-06-22 04:33:28 UTC

Ilang participants?

jffrsonaguilar — 2025-06-22 09:22:11 UTC

Ilang groups?

jffrsonaguilar — 2025-06-22 09:22:18 UTC

Communicate with Comms for distributing worksheets

jffrsonaguilar — 2025-06-22 09:22:51 UTC

Time Start

jffrsonaguilar — 2025-06-23 11:36:45 UTC