When I'm 65 Program's Toolkit
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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.

Investor Protection Trust
Investor Protection Trust and Investor Protection Institute (aka IPT and IPI)
Published / Released Year
Resource Categories
Resource Type
Book/E-Book, Booklet/Pamphlet, Downloadable resources, Online learning, Website
Target Users
Teacher, classroom or after school
Grade Level
Adult Consumer, 11th grade, 12th grade, College & young adult
Order Phone Number
Jump$tart Standards
  • EI2 - Compare sources of personal income and compensation
  • EI3 - Analyze factors that affect net income
  • FDM1 - Recognize the responsibilities associated with personal financial decisions
  • FDM8 - Use a personal financial plan
  • I1 - Explain how investing may build wealth and help meet financial goals
  • I2 - Evaluate investment alternatives
  • SS1 - Develop a plan for spending and saving
  • SS4 - Apply consumer skills to spending and saving decisions

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