Bank Accounts

Life-Skills:

•  Understand difference between a bank and a credit union
• Entering information in a register and the meaning of the running balance
• Depositing money using deposit slip, direct deposit, and ATM
• Withdrawing money using checks, debit cards, ATM, online payments, and automatic payments
• Understanding difference between a debit card and a credit card
• Reconciling your bank account and how to read a bank statement
• Savings accounts and emergency funds
• Understanding how your actual spending and your budget work together
• Best practices and strategies for successful account management
• Workshop ends with a hands on activity (shown in some of the photos)

Volunteer Opportunities:

• Review the workshop materials annually to ensure the information is up to date and complete
• During the workshop, volunteers are needed to help with the workshop activity. 

Donor & Sponsorship Opportunities:

• Printing students paychecks, passports, handouts, and workbooks
• Snack items for the bank, grocery store and restaurant activity stations
• Sponsor the workshop and have students practice making purchases from your business (or you can purchase the right to name the business)
• Supplies for the workshop activity such as colorful table coverings, stamps for their passports, stamp pads, and pens
• Sample checkbooks are also needed.  If we go through Deluxe (or someone similar) they must be ordered through a bank or credit union.  We can get them through VistaPrint Corporate, but have a large initial setup cost as well as the cost of printing the checkbooks.

Opportunities to help your clients and employees:

• Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
• Host a workshop at your location for new or youth account holders
• Host a Lunch N Learn, 1/2 day, or full day workshop
• Employee Benefits can be offered to help cover cost of financial workshops and coaching.

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