Financial Freedom Presentation Planning Packet
Phase 1 Financial Literacy Project
Financial Freedom Project
Presentation Planning & Reflection
Name:
Date: Period:
Learning Goal
I can reflect on my financial decisions and use my experiences to create an effective presentation.
Part 1: My Career & Income
1. What career did you choose and why?
2. What was your monthly take-home pay?
3. Did you think this career would provide financial freedom? Why?
4. Has your opinion changed? Explain.
Part 3: My Unexpected Event
10. What unexpected event did you receive?
11. How did it affect finances?
12. Were you prepared?
13. Did savings help?
14. If twice as expensive?
Part 2: My Budget Decisions
5. Biggest monthly expense?
6. Surprise expense?
7. What was the hardest budgeting decision you made?
8. Luxury kept & why?
9. Cut one expense?
Part 4: Financial Freedom
15. What does freedom mean now?
16. Earning vs. Managing?
17. Career provide freedom?
18. Advice for career rookie?
19. Budget do-over item?
20. Biggest lesson learned?
🏆 Final Reflection Challenge
If someone wanted to live the same lifestyle you planned, what are the three most important things they should know before choosing your career?
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Phase 2 Financial Literacy Project
Plan Before You Present
Presentation Storyboard Planner
Directions
Use this page to sketch and outline your presentation before editing your Google Slides. Write bullet points of key details and select appropriate visuals to include.
Slide Template Reminder
You may customize colors, images, fonts, and layouts, but you must still include all required information.
| Slide Title | What Information Will I Include? | Pictures / Visuals I Need |
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| Slide 1 Title Slide | | |
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| Slide 2 My Career |
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| Slide 3 My Income & Budget |
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| Slide 4 Biggest Expenses |
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| Slide 5 My Savings Plan |
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| Slide 6 Unexpected Event |
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| Slide 7 Did I Achieve Financial Freedom? |
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| Slide 8 Lessons Learned |
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Phase 3 Financial Literacy Project
Rough Draft Your Slides
Layout Design & Sketching Arena
Directions: Before opening Google Slides, sketch your ideas below. Plan where to place titles, main text, graphs/charts, and image elements. Keep your layouts clean, simple, and legible.
SLIDE 1: TITLE SLIDE 16:9 Screen
Title & Subtitle
Visual Theme Sketch
Speaker Hook:
SLIDE 2: MY CAREER 16:9 Screen
Key Points / Facts
Job Graphic/Logo
Notes:
SLIDE 3: INCOME & BUDGET 16:9 Screen
Take-Home & Allocations
Budget Breakdown Chart
Notes:
SLIDE 4: BIGGEST EXPENSES 16:9 Screen
Major Expense Categories
Expense Pie/Bar Chart
Notes:
SLIDE 5: MY SAVINGS PLAN 16:9 Screen
Emergency Funds & Goals
Savings/Piggy Bank Icon
Notes:
SLIDE 6: UNEXPECTED EVENT 16:9 Screen
The Shock & Recovery
Disaster / Warning Graphic
Notes:
SLIDE 7: FINANCIAL FREEDOM? 16:9 Screen
Final Balance & Reflections
Scale / Success Visual
Notes:
SLIDE 8: LESSONS LEARNED 16:9 Screen
Takeaways & Future Advice
Graduation/Success Badge
Call to Action:
Phase 4 Financial Literacy Project
Before I Start My Slides
Presentation Readiness & Final Polish
Ready for Creation Checklist
I completed all reflection questions. I planned each slide. I know what visuals I need. I know where my budget information will go. I know how I will explain my unexpected event. I know how I will explain whether I achieved financial freedom. I have a clear conclusion. I am ready to begin creating my Google Slides.
Presentation Rubric Snaps
| Category | 3 Pts | 2 Pts | 1 Pt |
|---|
| Content | Full budget/event | Minor details lost | Incomplete |
| Design | Clean & 3+ colors | Bit messy/plain | Cluttered |
| Delivery | Clear voice & notes | Reads slides too much | Hard to hear |
Presentation Opening Hook
How will you grab your audience's attention in the first 30 seconds? (A stat, career fact, or surprising budget story)
Closing Call to Action
What is the absolute final piece of advice or financial philosophy you want to leave your class with?
💡 Presentation Pro-Tips
• Voice & Pacing: Take a deep breath before you start. Speak slowly enough for others to catch major points!
• Body Language: Avoid rocking or pacing. Face the crowd and look at their heads to feel less nervous.
• Tell the Story: Don't just read words off your slides. Expand on them using your notes.
Phase 5 Financial Literacy Project
Presenter Pocket Cards
Flashcard Blueprints & Presentation Scripting Guide
How to Use Index Cards: Do not write full paragraphs! Instead, write bullet points, numbers, and cues (like [Pause] or [Click Slide]). Use these templates to draft what you'll write on four physical 3x5 index cards.
CARD 1: THE INTRO & MY CAREER Slides 1 & 2
✍️ Draft your opening hook & Career interest:
Hook:
Why chosen:
Take-home pay:
Presenter Cue: Stand tall, smile, make eye contact, and state your name clearly!
CARD 2: THE BUDGET & SURPRISES Slides 3 & 4
✍️ Draft key expenses & budget decisions:
Housing & Tax:
Hardest cut:
Surprise expense:
Presenter Cue: Point at the chart on Slide 3 to show where your cash went!
CARD 3: UNEXPECTED EVENT DRAMA Slides 5 & 6
✍️ Draft how you handled the financial shock:
Event details:
Emergency fund:
Impact / cost:
Presenter Cue: Pause for dramatic effect after saying what unexpected event hit you!
CARD 4: THE VERDICT & FINAL TIP Slides 7 & 8
✍️ Draft your final advice & freedom score:
Freedom achieved?:
Biggest lesson:
Closing advice:
Presenter Cue: Say thank you, scan the room, and ask: "Are there any questions?"