There’s really nothing like the impact of an IRL (in real life) Financial Ed Event, is there?

Our team has presentations for all ages, from kid to adult, and we’d love it if you invited us into your classroom, boardroom, or breakroom to share what we know.

Check out the presentations we have ready-made below, fill out the handy form to schedule one, or get in touch, and we can talk about something custom for your group.

High School to Adult

Intro to Banking

  • Difference between Banks and Credit Unions
  • Types of accounts
  • Types of loans
  • Process of getting a loan

Credit Breakdown

  • Credit Score
  • Credit Report
  • Credit Bureau

Remote Banking

  • How technology has impacted the finance industry.
  • Remote deposit capture
  • Online/mobile banking
  • Budgeting tools
  • Money transferring

Budgeting Simulation

  • Different types of expenses
  • Simulation consists of participants picking a career, family, house, and car and building a budget utilizing the information.

Retire on Track Simulation

  • The importance of saving for retirement
  • Simulation consists of participants setting their retirement goals in the following areas to determine how much they should save for retirement.
    • Food and Clothing
    • Leisure, Travel, and Entertainment
    • Transportation
    • Gifts and Donations
    • Housing
    • Communication
    • Health and Fitness

Exploring Taxes Simulation

  • Why do we have taxes?
  • Types of taxes
  • Simulation consists of participants will learn the basics to tax filing by completing a 1040EZ tax form using information provided.

Little Kids to Junior High

Wants vs Needs (Age 5-7)

  • Interactive activity learning the difference.
  • Introduction to saving for things you want.

Speedy Saver (Age 5- 12)

  • Participants have a set time frame to meet their saving goal. Throughout this time frame, they are tempted to ‘buy’ a serious of items (toys, snacks, games, etc.), if they do not buy, they are rewarded with money toward their saving goal.
  • Encourages saving habits, while learning it is ok to spend money occasionally.

Money Counting Bingo (Age 6-10)

  • Participants count coins and dollars to get the amount to search for on their bingo cards.

Spend, Save, Share (Age 7-9)

  • Interactive activity learning the difference.
  • Each child receives a special saving jar that has all 3 sections to help them practice in real life.

Stock Market Game (Ages 12+)

  • Introduce the 11-stock market sectors.
  • Interactive activity learning how different real-life situations affect the stock market.

Financial Ratios (Ages 12+)

  • Participants learn by doing the calculations for these key financial and lending ratios, while learning the importance of them.
Ashley Landwehr, Simplicity's Financial Education Coordinator

Educational Presentation Request