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Budget Mastery Webinar Series

A structured learning journey through essential financial planning skills, delivered through our comprehensive three-stage progression system

12 Monthly Sessions
3 Learning Stages
90 Minutes Each

Your Learning Progression Path

Our webinar series follows a carefully designed progression that builds your financial planning skills systematically. Each stage prepares you for the next level of complexity.

August - October 2025

Foundation Stage: Budget Basics

Starting with fundamental concepts, this stage covers essential budgeting principles and introduces you to basic financial planning tools. We focus on creating sustainable habits and understanding core financial concepts that form the groundwork for more advanced topics.

Monthly budget creation
Expense categorization
Income tracking methods
Basic financial goals
Spending pattern analysis
Emergency fund planning
November 2025 - February 2026

Development Stage: Strategic Planning

Building on foundation knowledge, this stage introduces strategic financial planning concepts. You'll learn to create more sophisticated budgets, understand different planning approaches, and develop skills for managing complex financial situations.

Multi-account budgeting
Seasonal planning
Debt management strategies
Financial forecasting
Investment basics
Risk assessment
March - June 2026

Mastery Stage: Advanced Applications

The final stage focuses on advanced applications and real-world implementation. You'll work with complex scenarios, learn advanced planning techniques, and develop the confidence to handle sophisticated financial planning challenges independently.

Portfolio balancing
Tax planning integration
Long-term projections
Advanced software tools
Scenario planning
Financial modeling

Birdie Thornfield

Senior Financial Education Specialist

Expert-Led Learning Experience

With over fifteen years of experience in financial education and budget planning, Birdie brings practical knowledge from working with hundreds of individuals and families. Her approach combines theoretical understanding with real-world application, making complex concepts accessible to learners at every level.

Personal Budgeting

Specialized techniques for individual and family budget management

Financial Planning

Long-term strategy development and goal-setting methodologies

Software Integration

Practical application of digital tools and planning software

Risk Management

Understanding and planning for financial uncertainties

"Birdie's teaching style made budget planning feel approachable rather than overwhelming. The progression through the series was perfectly paced."

Kestrel Ashbourne, Previous Participant

"The practical examples and hands-on approach helped me understand concepts that seemed confusing when I tried learning them alone."

Fern Brightwater, Series Graduate