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    This document outlines the schedule and objectives for a personal finance class from November 30th to December 4th. The class will cover two units: unit 4 on savings, investing, and retirement planning, and unit 5 on principles of money management. The schedule lists the daily activities and assignments, which include discussions on building wealth, the stock market game, and a unit test. The objectives are to discuss insurance, beneficiaries, budgeting, record keeping, and common insurance options.

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    This document outlines the schedule and objectives for a personal finance class from November 30th to December 4th. The class will cover two units: unit 4 on savings, investing, and retirement planning, and unit 5 on principles of money management. The schedule lists the daily activities and assignments, which include discussions on building wealth, the stock market game, and a unit test. The objectives are to discuss insurance, beneficiaries, budgeting, record keeping, and common insurance options.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    385 views1 page

    Student Agenda Week 13 Middlestead

    Uploaded by

    api-236485683
    This document outlines the schedule and objectives for a personal finance class from November 30th to December 4th. The class will cover two units: unit 4 on savings, investing, and retirement planning, and unit 5 on principles of money management. The schedule lists the daily activities and assignments, which include discussions on building wealth, the stock market game, and a unit test. The objectives are to discuss insurance, beneficiaries, budgeting, record keeping, and common insurance options.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    Personal

    Finance
    November 30th December 4th
    UNIT 4 Savings, Investing, and Retirement Planning (the money you keep)
    UNIT 5 Principles of Money Management (the money you spend)


    Objectives:


    Discuss the purposes of insurance/risk
    management.
    Understand identification and designation
    of beneficiaries.
    Understand the components of a budget
    Create and calculate an individualized
    budget
    Keep financial records to assist in planning
    Define common insurance options and their
    purposes, such as automobile, health, home
    owner/renter, whole/term life, long-term
    care and disability.

    Monday, November 30th


    Get Started: South African Millionaire
    q Spoons Activity
    q Where theres a will, theres a way
    HOMEWORK: Finish Work Started in Class
    Tuesday, December 1st
    Get Started: Seven Habits
    q How to build wealth
    q The three pillars
    HOMEWORK: Finish Work Started in Class
    Wednesday, December 2nd
    Get Started: PIT Discussion
    q Stock Market Game
    HOMEWORK: Finish Work Started in Class
    Thursday, December 3rd
    Get Started: Money Makers
    q Unit #4 Test
    HOMEWORK: No Homework
    Friday, December 4th
    Get Started: Two tens for a five
    q Checking Account
    q Paying your bills
    HOMEWORK: Finish Work Started in Class

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