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Personal Financial Management Program

Training and Education Bldg 4335, “C” St, Room 122
252-466-5529/4201   •   louann.witmer@usmc.mil

The Personal Financial Management Program provides one-on-one counseling, training, education, and information in the area of personal financial management to active duty military, retirees, guard and reservists, DoD civilians and families thereof.

The new Marine Corps Order stipulates the following:
"...every Command shall have a Command Financial Specialist (CFS) E-6 and above. The CFS will be trained to assist Marines at the unit level with financial education and counseling. The CFS will provide statistics to the Personal Financial Manager (PFM) on classes number of attendees, and number of Marines counseled."

 
• Command Financial Specialist Training (March & Sept)
• Computerized Financial Programs in the Marine & Family Services (LAB)
• Consumer Affairs Literature
• Educational Workshops
• Group Briefings
• Individual/Family Financial Counseling
• Individual Squadron Financial Management Training Program
• Pre-marriage Financial Spending Plan
• Pre-separation Financial Planning

Workshops/Seminars:

• Command Financial
Specialist Training

Oct 17-21, 2011
Mar 19-23, 2012
 Sep 17-21, 2012

 This 5-day course is designed to train SNCO’s and Company Grade Officers on how to develop a Personal Financial Management training program at the unit level.  Topics covered include but are not limited to budgeting, debt reduction, credit management, consumer awareness, saving and investing and more.  Participants will receive financial software designed to assist them with unit training and individual counseling needs.

• Basic Budgeting Workshop

 2011:  Oct 6, Nov 3 and Dec 1

2012:  Jan 12, Feb 9, Mar 1, Apr 3, May 3, Jun 7, Jul 12, Aug 9, Sep 6,  Oct 11, Nov 6 and Dec 6

 Provides individuals the know how to develop a personal budget, to reach indentified short & long range goals, a system to pay bills on time & evaluate the personal budget to spend less & save/invest more.

• Car Buying

 2011:  Nov 8

2012:  Jan 19, Mar 8, May 17, Jul 19, Sep 25, and Nov 27

Workshop desired to help the participant gain knowledge to help them determine their vehicle needs, identify costs involved in vehicle ownership, get a fair deal by discussing negotiating techniques & avoid fraudulent advertising and determine how much vehicle they can afford. 

• Debt Reduction/Credit  
  Management

2011:  Oct 25

2012:  Jan 24, Feb 16, Mar 14,   Apr 24, May 15, Jun 14, Jul 17,  Aug 16, Sep 13, Oct 28, Nov 20 and Dec 13

Headed for trouble with your charge cards? For a lot of people credit is both misunderstood & misused. One out of every ten families can only afford to make the minimum monthly payment - which is usually a mere 3% of their current balance. Learn how to take control of debt.
•Basic Saving and Investing   Workshop

 2011:  Oct 27, Nov 29 and Dec 15

2012:  Jan 26, Feb 29, Mar 29, Apr 26, May 22, Jun 21, Jul 26, Aug 23, Sep 27, Oct 30, Nov 29 and Dec 18		 This workshop is an introduction to savings and investing. This program also explains the difference between saving & investing, the "Stock Market" & its risks, different kinds of investments & investment concepts.
• How to Survive the Holidays Financially Workshop

2011:  Oct 13

2012:  Oct 25		 This workshop is designed to help service members and family members plan for increased holiday expenses and develop strategies to avoid overspending and accumulating excessive debt.  Even if you do not celebrate the holidays you can benefit from this class; the money management tips apply year-round as well as for special occasions which can cause additional spending.

The Personal Financial Management Program is open Monday thru Friday from 0730-1630;   closed weekends and holidays;
for more information or to register for an upcoming workshop call 252-466-5529/4201

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