This module covers all aspects of money management from building a strong financial foundation, achieving financial goals and planning a secure financial future.
Money Management 1-2-3: ONE: Getting a Strong Start
The “Money Management 1-2-3: Be Smart about Money All Your Life” series focuses on basic money skills at the beginner, intermediate and advanced level. Getting a Strong Start addresses how to manage money, use credit wisely and live within your means. Topics include setting up a bank account, learning about credit, building a credit history, using credit cards, budgeting and saving, and working and career.
Money Management 1-2-3: TWO: Achieving Financial Goals
The “Money Management 1-2-3: Be Smart about Money All Your Life” series focuses on basic money skills at the beginner, intermediate and advanced level. Achieving Financial Goals focuses on recovering from youthful missteps, managing family finances and insurance issues such as homeowner’s, health and life insurance. Topics include budgeting and money management, insurance, saving and building assets, saving for retirement, renting v. homeownership, homeownership, mortgages and investing.
Money Management 1-2-3: THREE: Planning a Secure Future
The “Money Management 1-2-3: Be Smart about Money All Your Life” series focuses on basic money skills at the beginner, intermediate and advanced level. Planning a Secure Future focuses on leaving the workforce, retirement, winding down, cutting back, downsizing, living on a reduced budget, using credit wisely, investing for income, Medicare and reverse mortgages. Topics include debt and collections, being underinsured, bankruptcy, medical expenses, estate planning, home equity loans.
Money Management 1-2-3: Backgrounder Guide
This backgrounder guide is part of our “Money Management 1-2-3” financial empowerment educational and training module. The module also contains three multilingual brochures and a lesson plan with PowerPoint training slides.
Money Management 1-2-3: Seminar Lesson Plan and Class Activities
This packet, only available as a PDF file, provides guidance for teachers and team leaders. This 62-page packet contains a detailed curriculum, classroom activities and take home worksheets.
Money Management 1-2-3: Powerpoint Slides
The Money Management 1-2-3 Powerpoint training file is available for download in the "Download File" section.
