Session Objective
Improve financial management and help adults teach their kids about money.
Learning Outcomes
- 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
Session 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
Photo credit: Getty Images
Session Level
Basic
Topics Covered
Saving Strategies
Financial Planning
Managing Finances
Goal Setting
Teaching Children
Who Should Attend
Parents, teachers
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