The Financial Story

Published on Feb 26, 2017

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PRESENTATION OUTLINE

The Financial Story

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Photo by Adi Carlo

Volunteers

  • 2 Bankers
  • 2 Employers
  • 6 Students

Relay Rules

  • Each person will have a card. Each card will give individual instructions.
  • First objective is to go to work.
  • Second objective is to get paid.
  • Third objective is to deposit money at bank.
  • Finally, write a check for rent.

Observations?

Leaders Credit Union Story

Shaping your Financial Story

Choices

needs, wants, and the grey area

Choices

  • Job or no job
  • Car or no car?
  • Car
  • College
  • Career
  • So much more...

Click to Edit

Live within your means

Tale of Two Families

NSF/Overdraft

Emergency or costly mistake

Live for today, but plan for tomorrow.

Start Small
Savings Accounts
Certificates of Deposit
Investments

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Rachel Karen Freeman

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