What I would tell my younger self
Learn why establishing strong financial goals and habits early in life is key and how to develop strategies to save money.
Time frame: 60 mins
Learning objectives for participants
- learn how to establish a baseline for your financial identity and understand how your history with money shapes your financial habits
- identify needs and wants and learn to strike a perfect balance between them
- understand the importance of financial goal setting and emergency funds
- learn about salary negotiation, investing early in life and when to ask for help
Outline
- setting the baseline
- stories you need to hear
- how to get started
- life hacks
- 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
- Net worth worksheet — helps calculate net worth
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
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.