FINANCIAL LITERACY - The Money Trail - Part 7 - Save & Invest “Add $$$’s to the Money Pot” - teaches students the meaning of building wealth by starting with their financial goals and exploring the differences between saving for unexpected expenses vs. establishing a saving and investment plan to save for major things like a new car, a new home, or build an investment fund for long-term investing. Students examine and evaluate financial reports such as a Net Worth Statement, Balance Sheet, and Investment Growth Charts. They learn the risk factors to consider before establishing and writing their own financial goals.
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This Instructional PowerPoint presentation has been created as an additional teaching tool for Part #7 – Save & Invest “Add $$$’s to the Money Pot.” The author has added additional information to the PPT that enhances the unit and is not included in the printed download in Part #7.
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This activity fits nicely with the FINANCIAL LITERACY - "The Money Trail" series. It is a hands-on computerized (EXCEL spreadsheet) unit that reinforces what students learn when they finish or during the "The Money Trail" Parts. Access to computers is essential when teaching this unit. An option could be to use this activity as a final project. "
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