Money Mapping: A More Flexible Way to Budget

Wednesday, January 20, 2021 from 1:00 – 2:00 p.m.

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Description: Money impacts nearly all aspects of our lives – where we live, what we eat, how we get around, the ways we spend our free time, and our health, to name a few. Money mapping, like budgeting, is a way to gain control over your money and meet your financial goals. Unlike budgeting, however, money mapping is designed to be a flexible and an ongoing process that will help you reroute when life changes.

In this webinar, Holly Zugay, CFP® of Pennsylvania Housing Finance Agency will lead attendees through the process of creating a money map and discuss ways you can use it to manage your finances and achieve your goals. Jill Gromen of JEVS Human Services will share her personal experience using money mapping with young adults with disabilities. Attendees will also hear from a JEVS Money Club program participant who will share first-hand experience using the money mapping process to become more financially independent.

Attendees will learn:

  • Why setting goals is important
  • How you can set S.M.A.R.T. financial goals
  • What you can accomplish by mapping your money
  • How to create and use a money map
  • Practical applications of money mapping with individuals with disabilities

This session is part of Money Talks, a free webinar series on financial empowerment for people with disabilities hosted by Pennsylvania Assistive Technology Foundation (PATF). Learn more at patf.us/MoneyTalks.

Presenters:

  • Holly Zugay, CFP®, Senior Financial Education Officer, Pennsylvania Housing Finance Agency – Holly Zugay is a seasoned financial educator, writer, and presenter specializing in community-based financial education for adults. She has worked with national, state, and local non-profit organizations and government agencies in the areas of financial education program development, training, outreach, and delivery. Ms. Zugay is currently the financial education officer with the Pennsylvania Housing Finance Agency (PHFA). In this capacity, she leads the financial literacy initiatives and training across the organization and has designed PHFA’s flagship financial education program, Building Your Financial House.
  • Jill Gromen, Director of Operations, NJ & Independence Network Services, JEVS Human Services – Jill Gromen is Director of Outreach and Community Supports for Independence Network Services of JEVS Human Services. With over 30 years of service to people with disabilities, Jill’s background includes direct support, supports coordination, program planning and development, training coordination and delivery, and person-centered planning. In her current role, Jill provides overall operational direction and support to the Philadelphia Independence Network program in Narberth, PA; Tikvah in Drexel Hill, PA, and, the JEVS Independence Network in Collingswood, NJ. One of the core values of the Independence Network program model is to provide customized supports and education to program members to achieve financial independence.
  • Susan Tachau, Chief Executive Officer, Pennsylvania Assistive Technology Foundation – Susan Tachau is the Chief Executive Officer of Pennsylvania Assistive Technology Foundation (PATF). Susan is passionate about expanding financing opportunities for people with disabilities in order to access assistive technology. A proven leader and program developer, Susan is responsible for the overall management, advocacy, and fundraising activities of PATF. Susan serves on several Boards of Directors and advisory committees, including as a Director of the National Disability Finance Coalition and the National Disability Institute. Susan is married and the mother of three adult children, two of whom have disabilities. She has a B.A. from Colorado College, a M.A. from the Eagleton Institute of Politics at Rutgers University, and a Doctor of Humane Letters, honoris causa, from Colorado College.

 

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