Workshops and Seminars

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. 

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. Click here for a flyer about the next class.
Train the Trainer programs are held semi-annually to orient volunteers to this FDIC curriculum.  Volunteers teach the series thoughout the community year-round.

Raising A Money-Smart Kid - Tips for Parents

Learn new strategies for helping your children 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 children develop important attitudes about money and skills to manage it.

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.

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.

On My Own Financial Simulation for Teens

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?

High School Financial Planning Program

Free curriculum guide for teachers / youth group leaders to provide financial literacy information to teens in public, private, and home school; community-based youth groups, and church youth groups.  Each youth receives a free 100-page workbook.  Sponsored jointly by the National Endowment for Financial Education and the Duval County 4-H School Enrichment program.

Topics include -
Your Financial Plan: Where It All Begins
Budgeting: Making the Most of Your Money
Investing: Making Money Work For You
Good Debt, Bad Debt: Using Credit Wisely
Your Money: Keeping It Safe and Secure
Insurance: Protecting What You Have
Your Career: Doing What Matters Most