Financial Foundations - Investing, Level 2
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FINANCIAL FOUNDATIONS INVESTING, Level 2 is entitled “Understand Retirement Vehicles.” This module explores investment options, retirement vehicles and contributions over time, and how to learn your own investor type and related investing strategies.
- Provider
- Financial Beginnings
- Author
- Dr. Melody Bell
- Price
- Free
- Published / Released Year
- 2021
- Format and Delivery
- Online Use/Online Learning
- Resource Type
- Comprehensive Curricula, Programs, Systems, Courses., Workbook/Activity Sheet
- Target Audience
- Middle Grades, High School
- Languages
- English
- Order Phone Number
- 800.406.1876
- Jump$tart Standards
- No
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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.
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FINANCIAL FOUNDATIONS INVESTING, Level 1 is entitled “Get Inspired by the Time Value of Money.” This module teaches building wealth over time, financial independence, and maximizing future returns. This covers the time value money has, compound interest, and risk vs. return.
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This includes links to materials that cover xxxx. Slot ready-made personal finance materials into lesson plans using this course outline that includes links to presentation decks, workbooks, answer keys, and supplemental videos.
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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.
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