Investment Basics


  • 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

Volunteer Opportunities:

  • Review the workshop materials annually to ensure the information is up to date and complete

Donor & Sponsorship Opportunities:

  • Printing students worksheets and workbooks

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.