Budgeting Made Easy

FISH OF SANCAP invites the community to a Budgeting Workshop, presented by Joseph Perrino, Relationship Banker for Wells Fargo.  The workshop is offered at the Sanibel Community House, 2173 Periwinkle Way, Sanibel on Mon., Mar. 14, 2022 beginning at 1:00p. A virtual option via Zoom is also offered.  Those interested in participating virtually may contact FISH for details.

“Rising prices are cause to re-evaluate your personal financial situation,” says Perrino, a professional who is approaching 7 years in the Financial Services industry and has a passion for learning and promoting financial health and wellness. 

At the workshop, participants will learn how to get back to basics by setting a realistic budget.  Perrino will review free online budgeting tools including spending reports, budget watch and savings plans.  For a more in-depth discussion about specific needs, he will be available to set appointments for a complimentary financial review at the Wells Fargo Sanibel branch to better understand individual situations and provide advice and guidance.  

“Making and implementing a budget can help create financial stability,” says Jennifer Pagano, Education and Outreach Director, FISH.  “We are excited to offer this opportunity for community members to explore financial planning, including tracking expenses and building an emergency fund.”