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.

Adult and High School Presentations

Intro to Banking

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

Remote Banking

  • The impact of technology on the finance industry
    • Remote check deposit
    • Online/mobile banking
    • Money transferring
    • Budgeting tools
    • Credit score simulators

Credit Breakdown

  • The relation between a credit report and score
  • The factors that make up a credit score
  • The importance of having a good credit score
  • The role of credit bureaus

Preventing Fraud

  • Defining financial fraud and the different types
    • Job Scams
    • Loan Scams
    • Relationship Scams
    • Phishing
    • Investment Scams
  • An interactive ‘Spot the Fraud’ game withing the presentation
  • What information to keep safe
Adult and High School Simulations

Simulations are hands-on activities where participants learn by doing.

Budgeting Simulation

  • Understanding a budget and the 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 who will learn the basics to tax filing by completing a 1040 tax form using information provided
Elementary Presentations

Wants vs Needs (1st Grade Curriculum)

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

Spend, Save, Share (2nd Grade Curriculum)

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

Borrowing Money (3rd Grade Curriculum)

  • Discuss what it means to borrow money.
  • Interactive activity involves students working together to compare features and prices of swing sets. They must then decide which swing set to take a loan out on.
  • Students will learn the impact of interest and term of the loan in both monetary and time values.

Managing a Checking Account (4th Grade Curriculum)

  • Discuss the difference between a savings ang checking accounts.
  • Interactive activity learning how to track the running balance of a checking account through various types of transactions including deposits, automatic deposits and withdrawals, writing checks and more!

Stock Market Game (5th Grade Curriculum)

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

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 series 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.

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