Get Started: Intro to Money Basics
Overview
The purpose of this session is for participants to gain awareness of the fundamental principles that should guide their relationship with money as they move forward in life while working towards achieving their personal goals. This session may be a stand-alone learning experience designed for high engagement through an interactive “Game of Life” concept.
Key concepts include:
- Setting goals
- Saving for emergencies
- The 50/30/20 rule
- Financial decisions regarding post-secondary education
- Avoiding fees and paying interest
- Taking advantage of employer matching funds
- Saving and investing early to maximize the benefit of compounding
Get Started Session Materials
Get Started Session Materials
Review all materials in advance of delivering this session.
0324-U65H