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  • WI.BIT.PF2.d.3.h - Develop, monitor and modify a personal financial plan.
Be Financially Smart - Lesson Plan
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CC BY-NC-ND
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Lesson Objective: At the completion of this lesson, students will be able to create a budget to accomplish personal financial goals. Supplies Needed: Student Handout 1 U.S. Saving and Spending Web Quest (found in Task 1 and Task 2) Student Handout 2 Fast-Forward: Life in 10 Years – A Planning Activity (Found in Task 3) Student Handout 3 Personal Finance Public Service Announcement Rubric (found in Task 4) Student Handout 4 FoolProof: Personal Finance Company’s Guide toMonthly Budgeting (Found in Task 5) Student Handout Answer Key 4 FoolProof: Personal Finance Company’s Guide toMonthly Budgeting (Found in Resource Library) Student Handout 5 Personal Finance Decisions (Found in Task 6) Student Handout 6 What’s Your Budget? (Found in Task 7) Student Handout 6 Answer Key  What’s Your Budget? (Found in Resource Library)   References Econedlink: Council for Economic Education. (n.d.). Economic Glossary. Retrieved from http://www.econedlink.org/economic-resources/glossary.php 

Subject:
Business and Information Technology
Career and Technical Education
Marketing, Management and Entrepreneurship
Material Type:
Lesson Plan
Author:
MBA Research and Curriculum Center
Date Added:
05/30/2018
How Much Will I Need to Retire?
Unrestricted Use
CC BY
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This interactive spreadsheet walks students through the process of effectively saving for retirement, including how much they will need to live comfortably as well as how much they need to contribute annually to meet that goal.

Subject:
Business and Information Technology
Career and Technical Education
Material Type:
Activity/Lab
Date Added:
05/06/2019
Making the Right Money Moves Guide
Restricted Use
Copyright Restricted
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Making The Right Money Moves is used to teach young adults in a high school classroom basic money management skills, including how to access and manage credit responsibly.
What are the program components?
There are four curriculum components provided to each school, including:
The Student Workbook imprinted with your credit union's logoThe video, Check It Out!! Ã¢â‚¬â€œ checking account convenience, management and the 5 C's of creditThe CD exercise, You're On Your Own Ã¢â‚¬â€œ money managementThe Teacher's Guide
Teachers request the number of workbooks needed for their classes and a Teacher's Guide. The school media center receives and catalogs the CD. The video is available online. You receive the fifth component directly: The Credit Union Guide, which provides ideas and recommendations for maximizing your participation in the program.

Subject:
Business and Information Technology
Career and Technical Education
Material Type:
Formative Assessment
Interactive
Learning Task
Lesson Plan
Primary Source
Reading
Simulation
Teaching/Learning Strategy
Provider:
Cemark, Inc.
Date Added:
11/14/2016