Session 4: Financial Planning for Janella (Part Three

SESSION OVERVIEW

Students will be able to create a money management budget, continue to • Mortgage • Inflation

examine paycheck deductions, and learn the importance of savings.

SESSION PLAN

Take Weekly Attendance

Take weekly attendance via Survey Monkey as students enter the classroom. Welcome the students and make sure any new volunteers introduce themselves. (2 minutes)

Review learning objectives and key terms

Briefly go over the learning objectives and key terms in the

student workbook. Have the students read these out loud. For the key terms that are difficult to understand, explain these in more detail to students and provide examples if possible. (5 minutes) Have the classroom’s wifi

network name and password

begins

Pull up Yahoo! Finance

If accessible, use classroom technology to pull up Yahoo! Finance and display on a screen. If not, print this out ahead of time showing AMZN, NFLX, CLX, and IBB or have students pull up their Yahoo! Finance portfolios on their phones. Review the portfolio performance (AMZN,

KEY TERMS FOR SESSION 4

• Loan • Interest • Compound Interest

Before you begin, please be sure you have the following:

on the board before class CLX, NFLX, and IBB) over the past week. (5 minutes)

Survey Monkey attendance link can be found at: surveymonkey.com/

Business Case Study Example Presentation

This is an example of a student group presenting a business case study. As a whole group or in small groups, watch this video at the specific allotted time periods in order for students to know how to prepare for their presentations in the next session. Let them know it’s a great idea to rewatch this video before Session 5 and practice their presentations with their groups.

Continue Working on Their Case Studies and Create Their Presentations

Have the students split into their teams and then have a class discussion about any questions they hav as groups. These should be kept to questions that might be useful to all of the groups. If a group has a specific question pertaining to their group they can wait until after the group discussion to have a volunteer help them in their small group. If you feel that the groups need more guidance with their case studies, split the class into two groups: one group for Walmart vs. Target and one for Amazon vs. Shopify. You can discuss the articles or data and support students where they need it the most. (15-20 minutes)