Starting to Save for Retirement: Facilitator Guide
- Free
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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 “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.
- Provider
- Investor Protection Trust
- Author
- Investor Protection Trust and Investor Protection Institute
- Price
- Free
- Published / Released Year
- 2018
- Resource Categories
- Curriculum, Information, Resource Portal, Tools
- Resource Type
- Camp/Class/Club, Downloadable resources, Lesson/Lesson Plan (one lesson), Teaching Guide , Webinar/Seminar
- Target Users
- Adult Consumer, Parent, home school, Student, self-directed study, Teacher, classroom or after school
- Grade Level
- Adult Consumer, 9th grade, 10th grade, 11th grade, 12th grade, College & young adult
- Languages
- English
- Order Phone Number
- 2027752113
- Jump$tart Standards
- None
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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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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.
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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.
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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.
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