THREE STEPS YOU CAN TAKE TODAY TO FUND YOUR FUTURE is a 2:56 minutes video from the "When I'm 65" program: It is never too early to start saving for retirement. This video lists the three important steps that can make all the difference in a person's future financial well-being. Action Guides and Facilitator Slides are also available.
BACK TO SCHOOL SAVINGS is a 1:40 minute video in the "When I'm 65" program. It shows how sticking to a budget can make all the difference when preparing kids to go back to school. The money saved can also be used to help fund your child’s college education. Action and Facilitator Guides are also available.
BUILDING A FOUNDATION FOR INVESTING SUCCESS is an Action Guide from the "When I'm 65" program. It describes basic investments, how to invest, and potential pitfalls. It also includes five keys to investing success and how to find the best professional adviser for your situation. Videos and Facilitator Slides are also available.
BUILD YOUR FUTURE PORTFOLIO BY CHOOSING INVESTMENTS WISELY is a 3:26 minute video from the "When I'm 65" program. It discusses the importance of diversifying your portfolio, how risk tolerance changes as you age, and how fund fees can effect your investment decisions. Booklets, Action Guides and Facilitator Guides also available.
GETTING CLOSER TO RETIREMENT is an Action Guide from the "When I'm 65" program. It covers 6 key steps: Shift investing and withdrawal strategies, Get trustworthy advice, Plan for Social Security and Medicare, Understand annuities, Get value from your home equity, and Explore a phased retirement. Videos and Facilitator slides are also available.
PERSONAL FINANCE IN HIGH SCHOOL is a 4:30 minute video from the "When I'm 65" program. From investments to spread sheets, see how one school district has given students the opportunity to learn the importance of compound interest, investing, and making sound financial decisions. Booklets, Action Guides, and Facilitator Slides also available.
PLANNING FOR LIFE'S BIG FINANCIAL CHALLENGES is an Action Guide about maximizing investment returns without undue risk or penalties on withdrawals. Students also learn how to accumulate funds for college with tax-advantaged investments, and five keys for investment success. Videos and Facilitator Slides are also available.
RAMP UP SAVINGS FOR RETIREMENT is an Action Guide from the "When I'm 65" program about 5 key steps: Boost savings to supercharge growth, Reassess investments based on timeline and risk tolerance, Get dependable financial advice, Plan for Social Security, and Determine when to retire. Videos and Facilitator Slides also available.
This slide set was developed as part of the When I’m 65 program and is designed to be used with the “Ramp Up Savings for Your Retirement” booklet. The content is designed to educate adults ages 40–55 at the midpoint of their career who are looking to accelerate their retirement savings, maximize earnings or obtain professional advice.
SAVING FOR COLLEGE is a 4:48 minute video from the "When I'm 65" program that covers tax-advantaged tips for saving for college education, including IRC Section 529 Plans, Pre-paid Tuition Plans, Coverdell Plans, Roth IRAs, financial aid, and unique benefits for military families.
STARTING TO SAVE FOR RETIREMENT is an Action Guide that explores 4 key steps: Start saving what you can today to give your money time to grow, Learn about retirement savings options, Choose investments based on your timeline and risk tolerance, and Select a financial advisor. Videos and Facilitator Slides also available.
This slide set was developed as part of the When I’m 65 program and is designed to be used with the “Starting to Save for Retirement” booklet
The content is designed to educate adults ages 25–40 who are just starting their careers and/or who are approaching their prime earning years.
THE BASICS OF SAVING AND INVESTING is a teaching guide with four units on Getting Started, Financial Markets, Making an Investment Plan, and Investment Fraud. Designed with input from educators, it includes lesson plans, an investment fraud simulation, quizzes, overheads, suggested links and more.
WHEN I'M 65 TOOLKIT offers booklets, action guides, facilitator slides, and videos to help individuals learn to fund their financial future regardless of their age or stage in life. This multi-year engagement program utilizes screenings of the documentary to stimulate discussions and online activity to encourage active learning.