How to teach your kids about money

Helps with the goals and challenges of raising money-smart kids.

Want a session in your area? We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets.
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Time frame: 60 mins

Learning Objectives for participants:

  • obtain information and tips to raise kids who are financially independent and responsible
  • better understand the challenges of raising money-smart kids
  • learn how to address age-appropriate money-related topics with young kids, pre-teens, teenagers and emerging adults

Outline:

  • why teaching kids about money is important
  • goals and challenges of raising money smart kids
  • evolution of financial decisions throughout childhood
  • age appropriate teaching for young children, pre-teens, teenagers and emerging adults
  • tips on allowance, budgeting, credit cards, cell phones, virtual spending
  • tools, aids, 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
  • Monthly Budget for Teens worksheet — helps teenagers living at home set a budget
  • Role Model Self-Assessment worksheet — determines kind of financial role model

Questions?

For questions, please email us

Highlights

Update your knowledge and strengthen your network at this must-attend conference covering the most important issues and trends affecting audit committee members.

It’s probable that someone you know is deep in debt. If you are observant, you might see one of these seven signs.