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Financial Planning Presentations

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12th Grade

Financial Literacy - Money Management - Financial Planning

Financial Literacy - Money Management - Financial Planning

Presentation

Financial Literacy - Money Management - Financial Planning

12th Grade

Social-studies

Examine financial planning strategies, focusing on investing, saving, and risk management. Develop skills essential for making informed financial decisions and building generational wealth.

1st Grade - University

Budgeting Skills - Personal Finance Management - Financial Literacy

Budgeting Skills - Personal Finance Management - Financial Literacy

Presentation

Budgeting Skills - Personal Finance Management - Financial Literacy

1st Grade - University

Social-studies

Gain hands-on experience in budgeting and financial record-keeping through practical scenarios. Develop expertise in managing finances and making informed budgeting decisions.

9th Grade - 12th Grade

Financial Management - Budgeting Techniques - Personal Finance

Financial Management - Budgeting Techniques - Personal Finance

Presentation

Financial Management - Budgeting Techniques - Personal Finance

9th Grade - 12th Grade

Social-studies

Master personal finance by exploring effective budgeting techniques. Gain skills to manage income, set financial goals, and make informed financial decisions.

9th Grade - 12th Grade

Budgeting Skills - Financial Planning - Personal Finance

Budgeting Skills - Financial Planning - Personal Finance

Presentation

Budgeting Skills - Financial Planning - Personal Finance

9th Grade - 12th Grade

Social-studies

Develop a comprehensive understanding of essential budgeting concepts to enhance financial stability. Learn to set effective financial goals, accurately track expenses, devise realistic budgets, and strategically plan for unexpected costs. Acquire practical skills that empower you to manage finances confidently and sustainably.

12th Grade

Budgeting Skills - Personal Finance Literacy - Developing Financial Responsibility

Budgeting Skills - Personal Finance Literacy - Developing Financial Responsibility

Presentation

Budgeting Skills - Personal Finance Literacy - Developing Financial Responsibility

12th Grade

Social-studies

Budgeting strategies significantly impact financial well-being by providing a framework for effective money management. Learners will grasp essential budgeting principles and apply them to improve financial decisions, leading to enhanced financial health and security.

12th Grade

Understanding and Managing Personal Finances - Budgeting Awareness - Financial Literacy

Understanding and Managing Personal Finances - Budgeting Awareness - Financial Literacy

Presentation

Understanding and Managing Personal Finances - Budgeting Awareness - Financial Literacy

12th Grade

Social-studies

Learn about the fundamentals of budgeting and understand how social media can influence spending habits. Gain knowledge on setting financial goals and applying effective budgeting techniques to enhance personal finance management.

11th Grade - 12th Grade

Financial Planning - Budgeting Skills - Personal Finance

Financial Planning - Budgeting Skills - Personal Finance

Presentation

Financial Planning - Budgeting Skills - Personal Finance

11th Grade - 12th Grade

Social-studies

Explore budgeting fundamentals, spending habits, and financial goal setting, emphasizing skills in distinguishing needs versus wants and managing financial stability.

12th Grade

Financial Management - Budgeting Principles - Personal Finance

Financial Management - Budgeting Principles - Personal Finance

Presentation

Financial Management - Budgeting Principles - Personal Finance

12th Grade

Social-studies

Learn essential budgeting principles and gain strategies for making informed financial decisions. Develop the ability to manage finances effectively and plan for long-term financial stability.

9th Grade - 12th Grade

Financial Planning - Budgeting Basics - Personal Finance

Financial Planning - Budgeting Basics - Personal Finance

Presentation

Financial Planning - Budgeting Basics - Personal Finance

9th Grade - 12th Grade

Social-studies

Develop the essential skills for budgeting, tracking expenses, and setting financial goals. Acquire the knowledge necessary for effective personal finance management and achieving financial stability.

12th Grade

Budgeting Skills - Needs vs. Wants - Introduction to Personal Finance

Budgeting Skills - Needs vs. Wants - Introduction to Personal Finance

Presentation

Budgeting Skills - Needs vs. Wants - Introduction to Personal Finance

12th Grade

Social-studies

Understand key budgeting principles by distinguishing between needs and wants, and identifying fixed versus variable expenses. Develop practical budgeting skills and enhance critical financial decision-making abilities.

9th Grade - 12th Grade

Budgeting Skills - Financial Planning - Personal Finance

Budgeting Skills - Financial Planning - Personal Finance

Presentation

Budgeting Skills - Financial Planning - Personal Finance

9th Grade - 12th Grade

Social-studies

Conduct thorough budgeting exercises to improve financial literacy and decision-making abilities. Achievements include mastering budget management and financial analysis skills.

9th Grade - 12th Grade

Teen Spending Habits - Budgeting Essentials - Financial Literacy

Teen Spending Habits - Budgeting Essentials - Financial Literacy

Presentation

Teen Spending Habits - Budgeting Essentials - Financial Literacy

9th Grade - 12th Grade

Social-studies

Investigate the spending habits and budgeting essentials of teenagers, focusing on popular snacks and prevalent spending categories. Develop skills in financial literacy by tracking and managing personal budgets effectively, aiming to enhance understanding and control over financial decisions.

9th Grade - 12th Grade

Principles of Financial Responsibility - Understanding Collateral & Investment Strategies

Principles of Financial Responsibility - Understanding Collateral & Investment Strategies

Presentation

Principles of Financial Responsibility - Understanding Collateral & Investment Strategies

9th Grade - 12th Grade

Social-studies

Gain a comprehensive understanding of financial institution operations, emphasizing collateral requirements and investment strategies. Acquire insights into effective finance management and develop strong decision-making skills.

12th Grade

Application Process - Financial Aid Overview - Higher Education Planning

Application Process - Financial Aid Overview - Higher Education Planning

Presentation

Application Process - Financial Aid Overview - Higher Education Planning

12th Grade

Social-studies

Gain essential knowledge about financial aid by learning about the application processes and understanding eligibility criteria. Develop skills to manage financial aid applications effectively, focusing on key content and desired learning outcomes.

12th Grade

Understanding Financial Aid - Federal Assistance - Education Opportunities

Understanding Financial Aid - Federal Assistance - Education Opportunities

Presentation

Understanding Financial Aid - Federal Assistance - Education Opportunities

12th Grade

Social-studies

Understand the essentials of financial aid, covering areas such as Pell Grants, FAFSA, loans, and scholarships. Learn effective navigation of student aid systems, aiming for a comprehensive grasp of available financial resources and strategies for accessing them.

11th Grade - 12th Grade

Government Spending - Federal Budget - Economic Policies

Government Spending - Federal Budget - Economic Policies

Presentation

Government Spending - Federal Budget - Economic Policies

11th Grade - 12th Grade

Social-studies

Analyze the complexities of the U.S. federal budget by examining both mandatory and discretionary spending, along with key economic policies. Gain insight into the fiscal impacts and decision-making processes involved in budget formation. Develop a comprehensive understanding of how government spending priorities influence economic stability and growth.

9th Grade - 12th Grade

Personal Finance - Account Selection for Various Financial Goals

Personal Finance - Account Selection for Various Financial Goals

Presentation

Personal Finance - Account Selection for Various Financial Goals

9th Grade - 12th Grade

Social-studies

Explore diverse account types designed for short-term savings, retirement planning, and maximizing interest gains. Gain the ability to identify optimal accounts for different financial objectives, enhancing understanding of each account's unique benefits and purposes.

12th Grade

Investment Strategies - Understanding Risk and Return - Financial Literacy

Investment Strategies - Understanding Risk and Return - Financial Literacy

Presentation

Investment Strategies - Understanding Risk and Return - Financial Literacy

12th Grade

Social-studies

Investigate diverse investment options with a focus on analyzing risk versus return and understanding compound interest. Develop the ability to evaluate investments, enhancing financial literacy skills.

11th Grade - 12th Grade

Investing Basics - Types & Principles - Financial Literacy

Investing Basics - Types & Principles - Financial Literacy

Presentation

Investing Basics - Types & Principles - Financial Literacy

11th Grade - 12th Grade

Social-studies

Understand fundamental investment concepts such as investment vehicles and liquidity. Develop skills in portfolio diversification and gain insights into FDIC insurance limits.

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