Managing money shouldn’t feel like a guessing game. Whether you’re just starting out or looking to improve your financial habits, a solid budget is the key to feeling more in control. But where do you start? And how do you make a budget that actually works for you?
Join us for a FREE hands-on session where we’ll break down the best budgeting methods, show you how to make saving easier, and give you the tools to take charge of your money.
BONUS: Exclusive budgeting worksheets and trackers!
All attendees—whether joining in person or virtually—will receive our exclusive budgeting book and templated budgeting and savings trackers to help put these strategies into action right away!
What You’ll Learn:
✅ Why budgeting isn’t about restriction—it’s about freedom and financial confidence
✅ Different budgeting techniques and how to choose one that fits your lifestyle
✅ Smart saving strategies to help you keep more of what you earn
Meet Your Expert Speakers: Anthony DiRocco and Samantha Gillum
We are excited to welcome two financial professionals from BMO Bank to share their expertise:
Anthony DiRocco – Bank Manager, BMO Bank N.A., Lee’s Summit
Anthony is passionate about helping individuals improve their personal finances and specializes in providing tailored financial solutions to business owners. With a strong commitment to fostering financial growth and stability, Anthony is dedicated to making a positive impact on his clients’ financial well-being.
Samantha Gillum – Financial Wellness Specialist, BMO Bank
With 23 years in the banking industry, Samantha has helped both consumers and business clients achieve their financial goals. She believes financial education, resources, and partnerships are the key to breaking down barriers and creating financial stability and growth. Her life motto is: “We Rise By Lifting Others.”
Most people don’t budget because they think it’s complicated, time-consuming, or too restrictive. But when done right, budgeting puts you in control of your money, not the other way around. This session is designed to help you find an approach that works for you and set you up for long-term success.
Attend in person for an interactive experience, or join virtually from the comfort of your home!
