Adults: Are you a good financial role model?
Improve adults’ financial management and help them learn how to 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.
For other chapter information, click here.
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 set up a session.
- If more than five sessions are needed, please contact us directly.
For more information, visit Caribbean: Request a financial literacy session.