Are you a good financial role model?
Improve financial management and help adults teach their kids about money.
Time frame: 60 mins
Learning objectives for participants:
- self-assess standing as a financial role model
- learn the ten healthy habits of financial management
- obtain resources to help get their financial house in order
- understand SMART goals & effective goal setting
Outline:
- why teaching kids about money is important
- goal and challenges of teaching kids about money
- characteristics of a good financial role model
- ten healthy habits of financial management
- how to set financial goals
- resources
- Q&A
Learning materials:
- Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
- Values Validator worksheet — helps determine what things are most important to help set values-based goals
- Role Model Self-Assessment worksheet — determines kind of financial role model
Questions?
For questions, please email us.Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines:
- 8 weeks’ notice needed to setup a session.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.