Financial Matters Volunteers

 

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Financial Matters equips students with the tools necessary to develop sound money management skills. Industry professionals help develop and deliver presentations focused on financial literacy, many of which that are accompanied by PowerPoints. From credit to budgeting to buying a car, the program provides real-life lessons in money management. A lot of times, volunteers are supplementing content the educator is covering in class, simply bringing in the real-world perspective and stories.

Sign up today to give presentations on financial literacy topics in your community. You decide the topic, level of commitment and geographic areas in which you’d like to focus your volunteer efforts. A Financial Matters staff member will contact you when we receive requests from educators that fit your criteria.

Below is a list of Financial Matters commonly requested topics. Other suggested topics are always welcome.

Financial Matters Series* – created PowerPoint presentations

  • Budgeting Matters: needs vs. wants, benefits of budgeting, opportunity cost
  • Car Insurance Matters: teaching teens to save money through safe driving
  • Credit Matters: credit scores, types of credit, use of credit
  • Housing Matters: renting vs. owning, determining housing based on your lifestyle
  • Income Tax Matters: federal and state income tax, tax rates, filing a return, the W-4 form
  • Investing Matters: diversification, investing strategies, types of investments
  • Middle School Matters: introduces basic budgeting concepts and financial decision to 6-8 grade students
  • Money Matters: spending, saving, sharing, personal values relating to money
  • Tax Matters: purpose of tax, sales tax, property tax, income tax

Banking Services*
– Checking /Savings Accounts

Buying a Car

Insurance
– Car, Medical, Home

Paying for College*

*A special thanks to Thrivent Financial for providing volunteers and materials.

*A special thanks to the Allstate Foundation, Thrivent Financial, Minnesota Society of CPAs and the Foundation for Financial Planning for their financial support in the creation of the Financial Matters series.