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Forward
Forward - Class Prep Materials
Learner Level:
Adult Learning
Resource type:
Class Prep Materials
Role:
Educator/Host, Volunteer/Presenter
Forward Class Prep Materials include the essential documents needed to present the program to learners.

This package includes materials for all four Forward modules, Presenter's/Facilitator's Guides (FG), Presentation Decks (PPT), Learner's Workbook (WB), and all supplemental class activities and materials. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
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Forward
Learner's Workbook - All Modules Combined
Learner Level:
Adult Learning
Resource type:
Workbooks
Role:
Student/Learner
The Forward Learner's Workbook includes all four Forward modules in a single source covering all content and including all lessons and activities learners need to establish the financial life they want

Engage your adult learners with our comprehensive workbook that guides individuals through various personal finance concepts including SMART financial goal setting, creating a savings plan, income and spending tracking and analysis, and much more!
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Forward
Presenter's Guide - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 41-page guide offers suggested transition statements between activities, and an overview of content, including: making a SMART Goal action plan, strategies to overcome barriers to goals, and moving from dream to done.
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Forward
PowerPoint Presentation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores establishing SMART Goals, determining financial targets, overcoming barriers and more.
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Forward
Envisioning Activity Poster
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
This poster has an image of elementary school children with the headline: What are the 2 most important things children should know about money? The answers below that read: Don't spend more than you make, and Save a little bit of any money you get.
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Forward
Envisioning Activity Materials - SMART Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios, with each of the 10 cards containing a word or question intended to spark thought.

These include: When will I reach this goal? and How will I know when it is done?
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Forward
Learner Evaluation - Envisioning the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Envisioning the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Envisioning module.
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Forward
Presenter's Guide - Funding the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

This 39-page guide offers suggested transition statements between activities, and an overview of content, including: reviewing options for a savings account, how to open an account, creating a savings plan, and ideas for saving even more.
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Forward
PowerPoint Presentation - Funding the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: deciding where to put savings, how to automate savings, reducing expenses, creating a personal savings plan, and more.
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Forward
Funding Activity - Question Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common questions with these 8 cards.

Questions on the cards include: What is a savings plan? and What dollar amount is a good starting goal for an emergency fund?
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Forward
Funding Activity - 4Corner Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 4 cards, each offering an option for where to save your money.

Scenarios on the cards include saving money: in a secret spot at home; with a family member or friend; on a prepaid card; or in a savings/checking account.
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Forward
Learner Evaluation - Funding the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Funding the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Funding module.
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Forward
Presenter's Guide - Managing the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 43-page guide offers suggested transition statements between activities, and an overview of content, including: determining wants vs. needs vs. obligations; income scenarios; interpreting a pay stub; wage garnishment; and tracking income vs. expenses.
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Forward
PowerPoint Presentation - Managing the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation explores: needs vs. wants; tracking and managing income; interpreting a pay stub; garnishment of wages, and more.
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Forward
Managing Activity - NOW Category Signs
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these three simple category signs: need, want, or obligation.
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Forward
Managing Activity - Tabletop Signs
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
This is a simple 2-sided sign that reads "We're ready to share!" on one side, and "We're still working!" on the other side.
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Forward
Managing Activity - Potential Purchase Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 23 cards, each containing a word or phrase intended to spark thought about purchasing.

Phrases on the cards include: a reliable car; organic produce; health insurance; and a cell phone.
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Forward
Managing Activity - Income Tracker
Learner Level:
Adult Learning
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
Help learners create a personalized two-page worksheet.

Participants are able to fill out this Monthly Income and Resource Tracker to better understand the frequency and amount of payments and expenses.
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Forward
Managing Activity - Spending Tracker
Learner Level:
Adult Learning
Resource type:
Activities, Handouts, Supplementals, Worksheets
Role:
Student/Learner
Help learners work through common scenarios with this two-page worksheet.

Participants are able to fill out a Spending Tracker and a Spending Analysis to better understand payments and expenses.
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Forward
Learner Evaluation - Managing the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Managing the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Managing module.
Download: Direct | Box
Forward
Presenter's Guide - Living the Life I Want
Learner Level:
Adult Learning
Resource type:
Presenter Guides
Role:
Educator/Host, Volunteer/Presenter
This Presenter's Guide provides detailed instructions for teaching this Forward module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.

The 46-page guide offers suggested transition statements between activities, and an overview of content, including: tracking bills, prioritizing bills, responding to debt collectors, and creating a budget to fit cash flow.
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Forward
PowerPoint Presentation - Living the Life I Want
Learner Level:
Adult Learning
Resource type:
Presentation Decks
Role:
Volunteer/Presenter
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes and sample scripts are also included to help you prepare and deliver lessons with confidence.

This PowerPoint Presentation includes a 'Can it Happen to Me?' Activity; 'Getting a Handle on Bills' Activity; how to manage unexpected expenses; prioritizing when cash is short; creating a cash flow budget; and more.
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Forward
Living Activity - Debt Scenario Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through common scenarios with these 8 cards, each containing a a scenario intended to spark thought about debt.

Scenarios on the cards include: what to do if a debt collector is suing you; ideas for assessing credit assistance organizations; ideas for keeping records of debt.
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Forward
Living Activity - Cash Flow Budget Cards
Learner Level:
Adult Learning
Resource type:
Activities, Supplementals
Role:
Educator/Host, Volunteer/Presenter
Help learners work through specific questions with these 4 follow-up cards.

Scenarios on the cards include: Why did the transportation amount in the budget exercise increase? and What is the beginning balance for week two?
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Forward
Learner Evaluation - Living the Life I Want
Learner Level:
Adult Learning
Resource type:
Class Prep Materials, Handouts, Supplementals, Volunteer Resources
Role:
Educator/Host, Volunteer/Presenter
The Living the Life I Want module Learner Evaluation allows you to collect valuable feedback on what Forward participants found most useful in the provided lessons.

This evaluation instrument is an anonymous survey that is optional for learners to complete at the completion of the Living module.
Download: Direct | Box