The 60 Min. Retirement Tune-Up
Jenny Jones has been advising in the area of finance for nearly 20 years.
This course is the core financial program within the teen finance series. The concentrated emphasis for this program is to give a teenager the solid understanding of basic finance fundamentals. This course includes Saving, Investing, Donating and Budgeting. It also includes understanding the general basics of a company 401k program, how to write a check, setting up a budget, and paying taxes.
Upon completion of this four (4) hour course, your teenager would be able to identify all areas of a basic personal and employment check. Understand the importance of establishing a savings account. The fundamental basics of an employee retirement plan, with easy to follow “suitcase” teaching method®; your teen would also learn the power of giving by donating and or volunteering their time.
Required Materials
Optional Materials
Required Text
Class Number | Title | Description | Hours |
NG112 | Monthly Budget | Fundamentals of setting up a budget | 1.00 |
NG113 | Teen Taxes | Understanding taxes | .5 |
4F001 | MyFirst Savings | Saving for a rainy day | .5 |
4F002 | Check Writing/Discovery | Why checks are still around | .5 |
4F003 | Giving/Donating | Why giving is full circle | .5 |
4F004 | MyFirst 401k | Earn today live tomorrow | 1.00 |
Date | Subject |
N/A