How to teach your kids about money
Helps with the goals and challenges of raising money-smart kids.
Time frame: 60 mins
Learning objectives for participants:
- obtain information and tips to raise kids who are financially independent and responsible
- better understand the challenges of raising money-smart kids
- learn how to address age-appropriate money-related topics with young kids, pre-teens, teenagers and emerging adults
Outline:
- why teaching kids about money is important
- goals and challenges of raising money smart kids
- evolution of financial decisions throughout childhood
- age appropriate teaching for young children, pre-teens, teenagers and emerging adults
- tips on allowance, budgeting, credit cards, cell phones, virtual spending
- tools, aids, 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
- Monthly Budget for Teens worksheet — helps teenagers living at home set a budget
- 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.