Scroll down to see class descriptions and pre-work. Register for workshops by clicking the “Register for a Workshop” button below to be taken to the online form, or call (808) 257-7783/1232. Dates for classes are in the calendar on this page or, on each form, you will find a selection of dates through the end of the year. Class sizes are limited, so register early. All classes are held in the Education Center, Bldg. 220, Classroom G, unless otherwise noted.
PFMP WORKSHOPS & PRE-WORK
Financially Fit for the New Year
Kick off 2016 with a resolution to become financially fit. Now is the time to get your finances in order, establish financial goals, and begin your journey to financial freedom. This class will focus on your financial goals and how to set up a financial plan to accomplish them.
Thrift Savings Plan (TSP)
(Lunch & Learn)
Get the latest detailed information on the Thrift Savings Plan (TSP) and how TSP can contribute to financial retirement security.
Real Estate 101: VA Home Loan
Get the latest information on using the VA Home Loan Guaranty to purchase a home if you are a first-time homebuyer or refresh your knowledge for your next home purchase.
Personal Readiness Seminar
3rd Wednesday of every month (Classroom E)
This class will ensure Marines receive basic personal financial education within 90 days of arrival at their first permanent duty station. Topics include introduction to Personal & Professional Development, income overview (MyPay & LES), savings and investing, living expenses (wants vs. needs), legal rights and consumer awareness, and SMART goals. Sailors are welcome to attend.
In order to prepare for the upcoming Personal Readiness Seminar we need you to create a sign-in, register and bring a copy of the registration to class for the two websites listed below. Note: Remember to keep a copy of your assessment and your login ID and password for both Kuder and E-Benefits.
This assessments contains scientifically validated career assessments to measure interests, skills, and work values. Choosing a college major, training program, or a career that fits your personality is a vital step toward success and job satisfaction. You can also use Kuder Journey to store personal information, networking contacts, research organizations, search for employment, financial aid, and educational resources.
On E-Benefits you can access your transcripts, military training, apprenticeship and military skills translator information.
As part of the credit for attendance to this class, a copy of confirmation of registration is required. Please contact us if you have any questions or concerns.
Budgeting 101: Developing Your Spending Plan
3rd Thursday of every month
Get control of your financial affairs, develop financial goals, and develop a budget that will get you on the road to wealth! Please bring the following printed out:
- Paystub for spouse
- Bank statement/Credit statement from previous month printed out (ex. Appt in February, print out the full month of January)
- Debt owed: must include minimum payment due, grand total owed, APR/interest rate (if we don’t have this information we’ll be limited in creating a repayment plan)
- All bills for the household
If you already have a budget you’re using, please bring it.
If this is to review your TRS budget that needs to be updated, please be sure to bring that budget with you.
Preparing your financial documents ahead of time will help ensure that we have enough time to complete a budget aimed towards accomplishing your financial goals.
Budgeting 102: Planning for the Holidays
Did you overspend last holiday season? It’s never too early to start your holiday planning. Are you interested in learning how to set up a holiday shopping budget and get ideas to make it easier this holiday season? Topics such as setting a “gift giving limit” and how to shop wisely at the Commissary will be introduced.
Car Buying Strategies
(Lunch & Learn)
Feel like a winner after the purchase of your next car by developing the knowledge and skills that will empower you to research the purchase, ask the right questions during the sale, and practice negotiation techniques to get a great deal. Make your dream car a reality!
Komo Mai “Welcome to Hawaii” Budget Workshop
Are you newly arrived to MCBH and need help setting up a financial spending plan? Do you want to make the most out of your pay while stationed on K-Bay? Let the PFMP help you get on the right financial path during your time on island. Topics include establishing financial goals, setting up an emergency fund, and how to use COLA wisely.
Credit 101: Understanding my Credit Report & Score
(Lunch & Learn)
Stay on top of your credit score with these secrets to credit management success.
Debt Management: I Want to be Debt Free
Do you need help learning how to get out of debt? This class will teach you how to budget your money and develop a debt reduction plan to help you achieve financial freedom.
Your Financial Future: Planning for Retirement
Estimate your military retirement needs and learn more about retirement options, including the High-3 and CSB/Redux.
Real Estate 101: Home Buying Workshop
(Lunch & Learn)
Get the latest information on purchasing a home if you are a first-time homebuyer or refresh your skills for your next home purchase.
Real Estate 101: Home Selling Workshop
(Lunch & Learn)
Are you thinking about selling your home? This workshop will provide the latest information on selling your home.
Raising Financially Fit Kids
This workshop for parents discusses ideas concerning money management and your child throughout the different stages of their life. To give allowance or not, when and how to begin savings, chores, debit cards for children etc…
Your Financial Future: Saving and Investing Workshop
Develop knowledge and skills that will enable you to achieve your financial goals through saving and investing. You will learn the characteristics of the different saving and investment vehicles – such as individual retirement accounts, money market accounts, and stocks.
Your Financial Future: The Art of Successful Investing
Facilitated by an industry expert, this advanced workshop addresses tried and true principles of successful investors. This class is geared for the savvy investor with solid investment plans – such as a fully funded retirement or a child’s college education.
Command Financial Specialist Training
Are you a Marine or Sailor, E-6 and above? Do you have at least 1 year remaining with your current command? Are you highly motivated and financially stable? If so, the PFM program is offering Command Financial Specialist (CFS) training for all units aboard MCBH and Camp Smith. The CFS shall function as the command’s principal advisor on policies and matters related to personal financial management. Each command should have at least 1 CFS per 75 Marines or Sailors. To become a CFS, you must be designated in writing by your Commanding Officer. Class size is limited to 25 participants; reservations are required due to limited seating. For more information please contact the Personal Financial Management Program.
Command Financial Specialist Roundtable
Calling all Command Financial Specialists…this is your opportunity to discuss PFM issues and meet other CFS aboard MCBH.
Corporal for Financial Fitness Workshop
The Corporal for Financial Fitness (CFF) will be a trained Corporal who will provide peer-to-peer influence. As a CFF, you will support the installation PFMP staff and CFS by performing outreach to target Marines in the ranks of E1-E4 to increase the awareness of the authorized services and programs available to young Marines and why financial fitness is part of mission readiness. If you are interested in becoming a CFF, please contact your Command Financial Specialist (CFS) or PFMP for a list of qualifications. Also, to become a CFF, you must be designated in writing by your Commanding Officer. Class size is limited to 25 participants; reservations are required due to limited seating.
Money & Banking for Teens
This workshop will help teens learn about money, how to establish a bank account, and teach them how to develop their own financial habits and money management skills.
Preppin’ My College Budget
This workshop will help college bound students learn about money, how to establish a bank account, understand credit, and teach them how to develop their own financial habits and money management skills.
Alexander, Who Used to be Rich Last Sunday Story Time @ Base Library
(Base Library, Bldg. 219)
The PFM program is partnering with the Library to teach your kids about money. Kids will enjoy story time followed by an arts and craft project to teach them the how to save in a fun way.
Military Saves Week
Military Saves Week is an annual opportunity for installations and organizations to promote good savings behavior and a chance for service members and their families to assess their own saving status. The Personal Financial Management Program and the Education Center presents: Military Saves Week – Set a Goal. Make a Plan. Save Automatically.
Healthy & Happy New Year Commissary Shopping
(Commissary, Bldg. 6088)
Are you having a hard time sticking to your food budget? Do you want to learn how to be a thrifty grocery shopper? The Naval Health Clinic Hawaii Health Promotions and PFMP are joining forces on a commissary walkthrough.