Students explore the progressive tax system, marginal vs. effective tax rates, and tax-advantaged accounts. They calculate the difference in final wealth between taxable brokerage accounts, Roth IRAs, and Traditional 401(k)s.
Banking practice for March 2027, focusing on spring preparations and regular expenses over 22 instructional days.
Banking practice for February 2027, focusing on Valentine's Day budgeting and mid-winter recess over 15 instructional days.
Banking practice for January 2027, focusing on new beginnings, gym memberships, and winter energy management over 19 instructional days.
Banking practice for December 2026, focusing on holiday expenses and reduced school days due to winter recess. 14 instructional days.
Banking practice for November 2026, including Thanksgiving holiday budgeting and seasonal expenses over 17 instructional days.
Daily banking practice for October 2026, focusing on rent, utilities, and grocery management over 21 instructional days.
Practical banking exercises for the start of the 2026 school year, covering 19 instructional days in September.
A series of practical banking exercises where students analyze various financial transactions including deposits, withdrawals, bills, and paychecks to build essential financial literacy skills.
A workshop focused on self-care, wellness dimensions, and building sustainable maintenance and renovation plans for independent living.
An interactive, game-show style lesson where students compete in teams to guess the most popular answers to various survey questions. This session promotes teamwork, quick thinking, and social engagement through diverse categories ranging from food to pop culture.
A 90-minute workshop designed for transition-age youth (16-21) to develop a personalized self-care blueprint. The session focuses on the 8 dimensions of wellness as a foundation for independent living and stress management.