Goals and Tools Class Prep Materials include the essential documents needed to present the program to learners.
This package includes the Goals and Tools Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
This Presenter's Guide provides direction for delivering all points within the lesson.
This 38-page guide contains an overview of content; participant checklist; inventory sheet; how to aid learners in establishing and tracking personal financial goals; and a post-presentation action plan.
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes are included to help you prepare and deliver lessons with confidence.
This PowerPoint Presentation explores: short-term, intermediate, and long-term financial goals; budget basics; needs vs. wants; managing accounts; and debit vs. credit.
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals.
Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which includes: an inventory sheet for analyzing current financial standings; monthly payment and savings schedule; and financial goal-setting.
This video is one part of a series created for self-guided learning. It covers the importance of developing short, intermediate, and long-term goals and related strategies .
This video will also help you learn budgeting basics for managing income and expenses; and how to utilize resources and tools to attain the goals you establish.
Income and Taxes Class Prep Materials include the essential documents needed to present the program to learners.
This package includes the Income and Taxes Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
This Presenter's Guide provides detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.
The 39-page guide offers suggested transition statements between activities, and an overview of content, including: taxpayer rights & responsibilities; how taxes are paid; matching career aspirations to goals; and available tax credits.
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: career paths, researching salaries, types of taxes, and paying taxes.
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to income and taxes.
Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which covers: career planning, filing taxes, and taking inventory of types of taxes.
Credit and Debt Class Prep Materials include the essential documents needed to present the program to learners.
This package includes the Credit and Debt Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
This Presenter's Guide provides you with detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience.
This 32-page guide contains an overview of content, including: working toward a high credit score, responsibilities as a borrower, how loans work, financing college, and the "Five Cs" of credit approval.
Capture learners' attention and encourage their participation with our PowerPoint presentation deck. Presenter notes are included to help you prepare and deliver lessons with confidence.
This PowerPoint Presentation explores: lending terms, types of loans, credit scores, borrowers' responsibilities, and large purchase planning.
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to taking on debt and establishing credit.
Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, which covers: financing college; comparing credit cards; creating a debt payoff plan; and improving credit scores. (2018)
Protecting Yourself Class Prep Materials include the essential documents needed to present the program to learners.
This package includes the Protecting Yourself Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
This Presenter's Guide provides detailed instructions for teaching this SAFE module with its accompanying activities, learner materials, and PowerPoint Slides so you can provide an impactful learning experience for students.
The 32-page guide offers suggested transition statements between activities, and an overview of content, including: auto insurance basics, health insurance comparison, life insurance basics; and protection from identity theft.
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 identity theft, and common types of insurance, including: auto, life, health, homeowners, renters and disability.
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to securing protection in different facets of their lives.
Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: protection from identity theft; obtaining insurance; types of insurance; and tracking and monitoring coverage. (2018)
Savings and Retirement Class Prep Materials include the essential documents needed to present the program to learners.
This package includes the Savings and Retirement Presenter's Guide, Presentation Deck, and Learner's Workbook. Save time by downloading these primary documents in a single package rather than retrieving each document individually.
This Presenter's Guide provides direction for delivering all points within the lesson.
This 16-page guide contains an overview of content; participant checklist; inventory sheet; how to aid learners in establishing and tracking personal financial goals; and a post-presentation action plan.
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 savings scenarios, inflation, compound interest, and investment decisions.
This workbook aids learners in mapping out scenarios presented with their own personal long-term goals as they relate to saving for retirement.
Deepen engagement and reinforce lessons covered with this interactive 16-page workbook, covering: types of investments, mutual funds, employee retirement plans, medicare, and interactive action plans for meeting goals.