The following workshops may be scheduled for community organizations, church groups, or schools. In-service training for employees can also be arranged. Contact by e-mail or call Anita McKinney at 387-8850.
Budget in a Bag Activity for Teens and Young Adults
Through the use of this interactive game, participants learn that career choices make a difference in lifestyles, the difference between needs and wants, the types of expenses that they will encounter when they are on their own, and how values determine their spending habits.
Critical Conversations About Financing Long-Term Care
Learn about long-term care as a family financial issue. Assess your risk of needing long-term care, understand the costs of various long-term care options, sort out potentially conflicting family values relating to long-term care, and explore the financing alternatives and consequences.
Dollar Decisions
A class to help individuals and families set up a system to track income and expenses, set up a spending plan, and stretch and save dollars to make ends meet.
Money Smart
A ten-hour series on basic money management. Covers spending plans, saving, credit, and consumer protection issues. Qualifies as an Individual Development Account financial education course.
Train the Trainer programs are held semi-annually to orient volunteers to this FDIC curriculum. Volunteers teach the series thoughout the community year-round.
On My Own Financial Simulation
A hands-on, real-life simulation that gives teens and young adults the opportunity to experience their futures in a fun and exciting way. Participants assume they are 25 years old and are the primary or sole support of their household. After being assigned an occupation and monthly gross income, participants make routine deductions for taxes and medical expenses. Using sample checks and registers, they learn how to record and manage their bank accounts. They move from one "storefront" to another, making spending choices for housing, transportation, banking services, groceries, utilities, entertainment, insurance, clothing, etc. After each choice, participants write a check and subtract the amount from their registers. They also receive a chance card which represents unexpected expenses and incomes encountered in real life. Will they have enough money to last the month?
Raising A Money-Smart Kid
Learn new strategies for helping youth become money-smart. Allowances - when to start, how to use effectively. Using the Four Bank System - Spending, Saving, Sharing, Investing. Using discussions during mealtime, car time, shopping, and bill paying to help your youth develop important attitudes about money and skills in managing it.
Show Me the Money: A Young Investor Program
This series is for 18 to 30-year-olds. Tips on getting the basics taken care of - spending plan, saving, and credit. Understand the importance of early investing for retirement. Learn about 401Ks, 403Bs, Traditional and Roth IRAs, stocks, bonds, and mutual funds. Develop your personal investing plan. This series can be scheduled for worksites by Benefits Managers and coordinated with company retirement savings plan information. Other audiences: colleges and unviersities, church groups, social and service clubs.
Anita McKinney
Extension Educator - Personal Money Management
(904) 387-8850
mckinney@coj.net
1010 N. McDuff Ave.
Jacksonville, FL 32254