Seminars - AE Money Quests

Financial Literacy : Money Management Seminars and Training

I have included a list of ‘suggested’ seminar outlines. Depending on your time frame, you can choose 3 hour, 1 full day or a 2 day seminar – whichever suits your needs best. These seminars can easily be modified to include specific topics you’d like addressed. Please contact me for fees. Pricing for the seminars will be based on customization to your needs.

Janet Byars, Director Family Support Services, Terry Price, Service Xcel Energy Representative present Deb Avara with an Xcel Energy Grant for Financial Literacy Seminars, Fall 2013

David Hudson, President and CEO of Southwestern Public Service Company, an Xcel Energy company, presents Deb Avara with an Xcel Energy Grant for Financial Literacy Seminars, 2014

RECOMMENDED BOOKS: WILL BE BASED ON AUDIENCE.

3 Hour Seminar MONEY CLASS PROPOSAL – Times are tentative, to be adjusted as needed. This proposal calls for each class to meet for 1 morning, afternoon or evening. Class size should not exceed 45 students.

Morning 8:45 – 11:45

8:45 – 9:00 – Welcome, get books, introduction
9:00 – 9:30 – Budgets (fixed vs variable expense)
9:30 – 9:50 – Credit, Credit cards and payments
9:50 – 10:05 – Break
10:05 – 10:20 – Compound interest
10:20 – 10:40 – 401k’s
10:40 – 11:00 – Roth IRAs
11:00 – 11:20 – Buying a house
11:20 – 11:35 – Buying a car
11:35 – 11:45 – Wrap up, questions.

Evening 6:30 – 9:30

6:30 – 6:45 – Welcome, get books, introduction
6:45 – 7:15 – Budgets (fixed vs variable expense)
7:15 – 7:35 – Credit, Credit cards and payments
7:35 – 7:50 – Break
7:50 – 8:05 – Compound interest
8:05 – 8:25 – 401k’s
8:25 – 8:45 – Roth IRAs
8:45 – 9:05 – Buying a house
9:05 – 9:20 – Buying a car
9:20 – 9:30 – Wrap up, questions.

1 Day Seminar MONEY CLASS PROPOSAL – Times are tentative, to be adjusted as needed.

This proposal calls for each class to meet 1 morning and afternoon. Class size should not exceed 45 students.

Day 1 Session 1 8:00 -12:00 (4 hrs)

8:00 – 8:15 – Introduction to the class,
8:15 – 9:00 – Compound interest
9:00 – 9:30 – Roth IRA’s
9:30 – 9:50 – Snack/break
9:50 – 10:20- Roth IRA’s con’t
10:20 – 11:00 – 401k’s
11:00 – 12:00 – Budgets
12:00 – 1:00 – Lunch

Afternoon Session(3 hrs)

1:00 – 2:00 – Credit, Credit Cards & Payments, Debit Cards
2:00 – 2:50 – How to buy a Car
2:50 – 3:00 – Break
3:00 – 3:45 – How to buy a House
3:45 – 4:00 – Wrap up, questions

2 Day Seminars MONEY CLASS PROPOSAL – Times are tentative, to be adjusted as needed.

This proposal calls for each class to meet two consecutive days, morning or afternoon. Class size should not exceed 45 students. (90 students served in 2 days.) These classes could be repeated 2 or 3 times a week – Monday/Tuesday, Wednesday/Thursday, Friday.

Day 1 Session 1 8:00 – 12:00 (4 hrs)

8:00 – 815 – Introduction to the class
8:15 – 9:00 – Compound interest
9:00 – 9:30 – Roth IRA’s
9:30 – 9:50 – Snack/break
9:50 – 10:20- Roth IRA’s con’t
10:20 – 11:00 – 401k’s
11:00 – 12:00 – Budgets
Day 1 Session 2 – Repeat with new set of afternoon students 1:00 – 5:00

Day 2 Session 18:30 – 12:00 (3.5 hrs)

8:30 – 8:45 – Greet and go over homework
8:45 – 9:45 – Credit, Credit Cards & Payments, Debit Cards
9:45 – 10:05 – Snack/break
10:05 – 10:50 – How to buy a Car
10:50 – 11:40 – How to buy a House
11:40 – 12:00 – Wrap up, Questions
Day 2 Session 2 – Repeat with afternoon students 1:00 – 4:30

Money Class Proposal For Challenged Individuals (High functioning) (to be modified as needed, all times are tentative). Classes have been designed for 4 meetings and include socialization skills. Those listed are only suggestions and can/will be modified to suit your needs.

It is recommended to have helpers or assistants to work with each student. Class should not exceed 15 students + helpers.

Day 1 8:30 – 12:00

8:30 – 845 – Introduction to the class
8:45 – 10:00 – Budget
10:00 – 10:20 – Snack/break
10:20 – 11:00 – Social Activity (practice interview skills)
11:00 – 11:40 – Paychecks & W2’s – include how important it is to hold on to the documents.
11:40 – 12:00 – Wrap up, Questions

Day 2 8:30 – 12:00

8:30 – 8:45 am – Greet and go over homework
8:45 – 10:00 – Checking Account & Debit Cards
10:00 – 10:20 – Snack/break
10:20 – 11:00 – Social Activity (meet with bank personnel)
11:00 – 11:40 – Credit, Credit Cards & Payments
11:40 – 12:00 – Wrap up, Questions

Day 3 8:30 – 12:00

8:30 – 8:45 – Greet and go over homework
8:45 – 10:00 – How to buy a Car
10:00 – 10:20 – Snack/break
10:20 – 11:00 – Social Activity (view a car for sale, talk with salesman)
11:00 – 11:40 – How to buy a House
11:40 – 12:00 – Wrap up, Questions

Day 4 8:30 – 12:00

8:30 – 8:45 am – Greet and go over homework
8:45 – 10:00 – Compound interest & 401k’s
10:00 – 10:20 – Snack/break
10:20 – 11:15 – Roth IRA’s
11:15 – 11:30 – Wrap up, Questions
11:30 – 12:00 – Graduation, small party, award certificates

Recommended Books: My Money – Financial Literacy for Exceptional People.[divider]

Financial Literacy Seminar Participant comments:

Everything was very useful

Everything I need is in the workbook
Excellent! God Bless and Thank you for all the helpful information!
You pretty much targeted everything!
She was very clear on everything
Amazing all the way!
I’d like to have more time!
Everything was valuable
Wow! Can’t believe how much I learned!
Excellent class!