Volunteer Opportunities for activity:

  • Prior to the workshop, volunteer working in the investment industry should complete the 2018 annual review of the workbook to ensure the information is up to date and complete

Investment workshop includes the following skills depending on the length of the workshop:

  • Understanding stocks, bonds, mutual funds, dividends and interest
  • Retirement accounts - both pre-tax and after-tax types
  • College savings accounts - 529 plans and Education Savings
  • How to put money into and withdraw money from investment accounts
  • Tax forms associated with each type of account

Donation & Sponsor Opportunities

  • Printing students worksheets and workbooks
  • Host a workshop at your location for new or youth account holders
  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching