Planning Your Financial Future

retirement

The Planning Your Financial Future curriculum is a basic Financial Management Curriculum appropriate for both women and men.  This curriculum is designed to be delivered by county extension faculty in six one hour lessons, three two hour lessons, two three hour lessons or one six hour workshop.  The curriculum is divided into 6 units with one or more lessons per unit.  You may choose which lessons to teach according to level of understanding of topic by participants.  Lessons may be added, therefore a notebook or file box could be most appropriate for the curriculum.  Depending upon the audience, county faculty may choose to use:

            Videotapes

            Lectures

            Guest speakers

            Activities

            Discussion groups or a combination of these. 

The curriculum provides background information on each of the six topics: Values and Goals, Records and Important Papers, Credit Management, Savings and Investments, Insurance, and Estate Planning.  The curriculum also includes handouts, suggested activities, news articles, to do list, check-up questions, suggested resources and a PowerPoint presentation for each topic.

These files are available in a .zip format. The .zip format is automatically expanded by most operating systems. For those systems that don't automatically expand, winZip (PC) and Stuffit Expander (Mac) will expand the files.

Introduction and Acknowledgements Zip File

Unit 1 Zip File-Values & Goals

Unit 2 Zip File-Records & Important Papers

Unit 3 Zip File-Credit Management

Unit 4 Zip File-Saving & Investments

Unit 5 Zip File-Insurance

Unit 6 Zip File-Retirement & Estate Planning

EDIS Documents Zip File

Brochure and Binder Files

General Resources

IFAS Bookstore