Kids Classes

​All classes will be a combination of lecture, interactive, examples, in class practice and take home practice

  • 2x sessions of 75- 90 minutes for one week – 2x per year
    • Session A – covers basics as laid out below and assigns goals
    • Session B – reinforces Session A skills, covers news skills, revisits past goals and sets new goals

For 6th, 7th and 8th grade

Class summary

    • Grade 6/ about 11 years old – savings/checking accounts, banks, investing, long term financial concepts and why they matter
    • Grade 7/ about 12 years old – income/gifts/chores/jobs, budgeting
    • Grade 8/ about 13 years old – taxes, budgeting, time mgmt. (job vs sports)

Objectives

  •  By Grade 8/ about 13 years old – budgeting, savings, long term financial concepts, bank accounts

For 9th and 10th grade

Class summary

    • Grade 9/ about 14 years old – part time job, income taxes, career, career growth, raises, saving, retirement
    • Grade 10/ about 15 years old – careers, auto purchase (loan vs lease vs cash), auto repair/insurance/costs, how to save, simple negotiations

Objectives

  • By Grade 10/ about 15 years old – job, income, negotiation, auto saving/purchase

For 11th and 12th grade

Class summary

    • Grade 11/ about 16 years old – job, 401k/IRA, investing, compound interest, negotiations
    • Grade 12/ about 17 years old – f/t job, apartment, college/student loans, career

Objectives

  • By Grade 12/ about 17 years old – college, full time job, 401k, taxes, apartment, negotiations.