Building Your Financial Plan: Free Budgeting Workshop

FISH of SanCap will host a free, financial education workshop, Building Your Financial Plan open to community members looking to learn tools to better manage their finances. Light refreshments will be provided.
 
The workshop will be facilitated by Carol Kayes, an experienced accountant and will focus on helping participants better understand their own financial picture and set achievable goals. Topics will include:
 

• Reviewing current financial situations, including income, expenses, savings, and debt
• Identifying financial goals for the year ahead, the next five years, and long-term
• Understanding how current finances connect to future goals
• Creating a practical plan to reach those goals
• Putting that plan into action through a realistic budgeting process

 
Participants will not be asked to share any personal financial information during the workshop. A follow-up workshop is planned for February 2026 to check in on progress and provide continued support. The date will be announced at a later time.
 
RSVPs are required by January 8th. Please visit https://buildingyourfinancialplan.rsvpify.com/ to reserve a spot. For more information, contact Simon Robson at  FISH at 239-472-4775 or simon@fishofsancap.org. To learn more about FISH and how you can get involved, visit www.fishofsancap.org or call 239-472-4775.