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. 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.