Personal+Finance+Fall+2016

Week of January 9, 2017

 * Monday || ======

Complete Income and Expenses summary sheet.



How do I create a Spending Plan?
Complete Note-Taking Guide while going through the PowerPoint. ||
 * Tuesday || ======

Job Shadow Checklist

 * Form for Ms. Laughlin
 * Feedback form for IWCC
 * Thank you

How do I create a spending plan?
Complete summary sheet on spending plans. || Review summary sheets and complete EverFi. || Review summary sheets and complete EverFi. || Last day of class - final exam. ||
 * Wednesday || ===Review===
 * Thursday || ===Review===
 * Friday || ===Final Exam===

Week of January 2, 2017

 * Monday || ===NO SCHOOL=== ||
 * Tuesday || ===NO SCHOOL=== ||
 * Wednesday || ======

Why is the difference between income and net worth?
Complete the Word Grid? Which terms do you know? Review PowerPoint together and complete Note-Taking Guide. ||
 * Thursday || ======

Why is a Statement of Financial Position an important financial planning tool?
Finish PowerPoint and complete summary worksheet. || Review the PowerPoint while completing the Note Taking Guide. Finish Evan's Income and Statement on your own. ||
 * Friday || ===Why is an Income and Expense Statement an important financial planning tool?===

Week of December 19, 2016
Take notes and follow the skit about identity theft. || Complete worksheet on identity theft using the information sheet. || Watch "Catch Me If I Can." || Midterms/Finals for Periods 6 - 8 ||
 * Monday || ===How do I protect myself from Identity Theft?===
 * Tuesday || ===How do I protect myself from Identity Theft?===
 * Wednesday || ===How do I protect myself from Identity Theft?===
 * Thursday || ===NO CLASS===
 * Friday || ===NO SCHOOL - Christmas Vacation=== ||

Week of December 12, 2016
Review PowerPoint while completing the Note-Taking guide. Play "Risk vs. Return." 
 * Monday || ===What is similar and different between saving and investing?===

 || Continue through PowerPoint. In groups, research the S&P 500, Dow Jones Industrial Average, and Nasdaq 100 || Play "Investments" with cards. || Finish PowerPoint. What kind of investor are you? || Complete the summary sheet on investing. ||
 * Tuesday || ===What are indexes?===
 * Wednesday || ===What are the characteristics of investment tools?===
 * Thursday || ===What are the characteristics of investment tools?===
 * Friday || ===What are the characteristics of investment tools?===

Week of December 5, 2016
Work on group presentation for class.
 * Monday || ===What are the different savings tools?===

|| Give group presentations on your assigned savings tool.
 * uesday || ===What are the similarities and differences between the different savings tools?===

|| Play "Four of a Kind" and complete Saving Tools worksheet. || This is Computer Science Week. Take part in Hour of Code! Computer Science is Changing Everything Codecademy Hour of Code 2 Want to learn more? Go to Hour of Code and choose your own activity! || Review PowerPoint while completing the Note-Taking guide.   ||
 * Wednesday || ===Savings Tools===
 * Thursday || ===HOUR OF CODE===
 * Friday || ===What is similar and different between saving and investing?===

Week of November 28, 2016
Start the Savings module for Everfi. || Finishthe Savings module for Everfi. || Start the Banking module for Everfi. || Finish the Banking module for Everfi. || Start the Payments module for Everfi. ||
 * Monday || ===How can you reach your savings goals?===
 * Tuesday || ===How can you reach your savings goals?===
 * Wednesday || ===How do I select and monitor my bank accounts?===
 * Thursday || ===How do I select and monitor my bank accounts?===
 * Friday || ===How do I select and use credit cards?===

Week of November 21, 2016
Finish the EverFi section on Credit Scores. || Take assessment on credit scores (Take Charge assessment). Look at Caroline's credit report. . ||
 * Monday || What influences your credit score negatively and positively?
 * Tuesday || What influences your credit score negatively and positively?
 * Wednesday || VACATION ||
 * Thursday || VACATION ||
 * Friday || VACATION ||

Week of November 14, 2016
Watch the Credit Card PowerPoint together as a class. Complete note-taking guide. || Compare three credit card offers and determine which one is the best offer. || Complete the summary sheet on credit cards. || Take notes while watching the PowerPoint on credit scores. || Identify what impacts your credit score positively and negatively. ||
 * Monday || ===What are the benefits of using a credit card?===
 * Tuesday || ===Which is the best credit card offer?===
 * Wednesday || ===How do I use a credit card responsibly?===
 * Thursday || ===What is a credit score?===
 * Friday || ===What makes my credit score increase or decrease?===

Week of November 7, 2016
Watch "Confessions of a Shopaholic." || Continue "Confessions of a Shopaholic." || Watch "Confessions of a Shopaholic." Complete summary sheet after watching the movie. || Watch the Credit Card PowerPoint together as a class. Complete note-taking guide. || Today marks an important holiday day in the United States - Veterans Day. However, this day is also known as Singles Day in different parts of the world. Explain:
 * Monday || ===How do you manage credit?===
 * Tuesday || ===How do you manage credit?===
 * Wednesday || ===How do you manage credit?===
 * Thursday || ===What are the benefits of using a credit card?===
 * Friday || ===What is Alibaba?===
 * What is Alibaba?
 * When is it?
 * How did Alibaba start?
 * How are the majority of purchases made?
 * Compare 2015 sales figures for Alibaba to Black Friday and Cyber Monday.
 * Compare sales figures for 2014, 2015, and est. 2016 for Alibaba.
 * What is the expected growth for Singles Day? ||

**Week of October 31, 2016**
View video on risk. Review PowerPoint and complete Note-Taking Guide.
 * Monday || ===What is the relationship between risk and insurance?===

|| Finish PowerPoint. Complete the Types of Insurance. || Play the review game,"Spoons!" || Play Car Park Challenge to see how repairs can add up. ||
 * Tuesday || ===What are the risks covered by each type of insurance?===
 * Wednesday || ===What are the risks covered by each type of insurance?===
 * Thursday || ===What are the risks covered by each type of insurance?===
 * Friday || ===NO SCHOOL=== ||

**Week of October 24, 2016**
Watch //What is a 401(k)//? then read "What is a 401(k) plan? Write down the five most interesting things you learned from this article. Hand in. || Review PowerPoint and complete Note-Taking Guide. || Compare job offers for Mia. Complete summary sheet. || Should we focus on our strengths or weaknesses? What do you think? Read . Write down your top four strengths and four areas you can improve in. Explain why you chose each of these areas and explain how you can improve for each of the four areas of improvement. Due by the end of class. Complete worksheet. ||
 * Monday || === What is a 401K Plan? ===
 * Tuesday || ===What are the factors you should consider when evaluating a job offer?===
 * Wednesday || ===What are the factors you should consider when evaluating a job offer?===
 * Thursday || ===What traits are needed to be successful in various jobs?===
 * Friday || LAST DAY OF QUARTER ||

**Week of October 17, 2016**
//"Choose a job you'll love and you will never have to work a day in your life." Confucius// Present a career of interest to you. || //"Choose a job you'll love and you will never have to work a day in your life." Confucius// Present a career of interest to you. || || || ||
 * Monday || === Career Research Presentations ===
 * Tuesday || === Career Research Presentations ===
 * Wednesday || How are you paid?
 * Thursday || What are the deductions from your pay?
 * Friday || How do I read a pay stub?

Week of October 10, 2016
Review the cash-flow worksheet and rules of the game. || Field trip to TS Bank. || Prepare a presentation explaining the characteristics of your career choice. || Prepare a presentation explaining the characteristics of your career choice. || Prepare a presentation explaining the characteristics of your career choice. ||
 * Monday || **Budget Challenge**
 * Tuesday || === Field Trip ===
 * Wednesday || === Career Research ===
 * Thursday || === Career Research ===
 * Friday || === Career Research ===

Week of October 3, 2016
Create an avatar that explains what you are looking for in a career. || Begin researching a career of your choice. || Prepare a presentation explaining the characteristics of your career choice. || Sign up for Budget Challenge and for Job Shadowing through the Intermediary Network at IWCC. ||
 * Monday || **Career Research**
 * Tuesday || === Career Research ===
 * Wednesday || === Career Research ===
 * Thursday || === Budget Challenge ===
 * Friday || === NO SCHOOL === ||

Week of September 26, 2016
T ake notes during the PowerPoint. Play //T or F//? || Assignment: Complete Reinforcement worksheet. || Play charades! Guess the occupation and name its characteristics. Complete note-taking guide while reading the Info Sheet. || // "Choose a job you'll love and you will never have to work a day in your life." Confucius // Go to My Next Move and find information for "Part Two: Introductions to Occupations." ||
 * Monday || **How do taxes benefit society?**
 * Tuesday || === How do taxes benefit society? ===
 * Wednesday || === Why is it important to research potential occupations? ===
 * Thursday || === Research occupations that interest YOU ===
 * Friday || === HOMECOMING === ||

Week of September 19, 2016

 * Monday || === How do the different depository institutions compare and contrast? ===

Take notes during the PowerPoint.

=== ===
 * [|Details]
 * [[file:treynorbized/Agree_Or_Disagree_2.2.1.A2.pdf|Download]]
 * 133 KB

|| Prepare a advertisement for a depository institution. Due at beginning of class on Thursday. || Play Financial Feud! || Complete worksheet. || Create a taxes foldable! ||
 * Tuesday || === How do the different depository institutions compare and contrast? ===
 * Wednesday || === How do the different depository institutions compare and contrast? ===
 * Thursday || === How do the different depository institutions compare and contrast? ===
 * Friday || === What are the different types of taxes? ===

Week of September 12, 2016
Take notes during PowerPoint. || Practice writing smart goals. Assignment: Complete Goal Setting and Setting Financial Goals. || Assignment: Create a collage reflecting your goals and values. ||
 * Monday || === What is a SMART goal? ===
 * Tuesday || === How do I write SMART goals? ===
 * Wednesday || **What do you want your future life to be like?**
 * Thursday || **What do you want your future life to be like?**

Assignment: Present your collage to the class. Play Mindbloom. || Take notes during the PowerPoint.
 * Friday || === How do the different depository institutions compare and contrast? ===

||

Week of September 5, 2016

 * Monday || ===NO SCHOOL - Labor Day=== ||
 * Tuesday || ======

What are your values, needs, and wants?
Wants vs. Needs - Big Bang Theory media type="youtube" key="we52wEm9WeQ" width="560" height="315"

Take part in the Financial Decisions PowerPoint and complete note-taking guide. Assignment: Do Values Continuum activity, then complete What Do I Value?

||
 * Wednesday || ======

Work through "Shelbi's Decisions" and "How Should Ethan Spend His Money?" Assignment: Write a letter to Ethan explaining your financial decisions made for him (see rubric).

||
 * Thursday || ======

Assignment: Finish writing a letter to Ethan. Remember to single-space, and to include all 7 areas as well as explain your recommendation. Hand in with rubric stapled to front of letter.

Play Farm Blitz!
|| Do "Roll Out My Future" dice activity. Write a letter to you future self. ||
 * Friday || === How do I set financial goals? ===

Week of August 29, 2016
Download aging app called "Aging Booth." Take the course pre-test. || Review the Advanced Level Course Intro PowerPoint and complete the note taking guide.
 * Monday || === What role does money play in your life? ===
 * Tuesday || === What role does money play in your life? ===

Assignment: Play Human Bingo. || Test your money knowledge by playing Into Trivia game (Jeopardy style). || Use worksheet for listing and evaluating five things that make you happy. Review Money in Your Life PowerPoint. Assignment: Complete note-taking guide. || Review The Roommates by role-playing. Assignment: Complete My Well Being ||
 * Wednesday || **What role does money play in your life?**
 * Thursday || === What makes you happy? ===
 * Friday || === What makes your happy? ===

= Week of August 22, 2016 = What role does money play in your life? || Review class syllabus.
 * Monday ||  ||
 * Tuesday ||  ||
 * Wednesday || ==Welcome Back!==
 * Thursday || ==Getting to Know You==

Take the Kingdomality Quiz. Learn what Kingdomality profiles your classmates have. Next, take the [|Multiple Intelligences Quiz]. Record the results from both and hand in. Play Financial Football. ||
 * [|Details]
 * [[file:treynorbized/Getting to Know You.docx|Download]]
 * 23 KB ||
 * Friday || ==Financial Football==