Financial Literacy 2.0

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    Notes on slide 1

    Despite the name of the session, technology will not make this better

    Abdication of responsibility

    How do you feel about money?

    We try to preach this so often

    In the end, most of our experiences with money are negative

    We all have a mindset about money

    Now how do you feel about money?

    Encourage students to be the best, even if you’re not sure it’s something that pays well

    So many financial experiences are negative. Practice in environments where you can develop a positive financial mindset.

    Favorites, Groups & Events

    Financial Literacy 2.0 - Presentation Transcript

    1. Financial Literacy 2.0
      • Christopher S. Penn, CMO, Edvisors
    2.  
    3. Please consider whether you actually need to print this. Slides will be available at blog.edvisors.com
    4. Full Disclosure
    5.  
    6. Stephen K. Hayes
    7. What it is
    8. Text ... ability to make informed judgements and effective decisions about the use and management of their money...
    9. Why we preach it
    10. Growth over 12 years: ZERO
    11. Why we fail
    12. DRY
    13.  
    14.  
    15. Think MMO.
    16. Means Motive Opportunity Opportunity Opportunity
    17. Ability Desire Chance Chance Chance
    18. Means Motive Opportunity Opportunity Opportunity
    19. Mint.com
    20. Wesabe.com
    21. Geezeo.com
    22. docs.Google.com
    23. Mobile apps
    24. voice.Google.com
    25. Cash Flow
    26. Tools don’t matter if no one uses them
    27. Means Motive Opportunity Opportunity Opportunity
    28.  
    29.  
    30. Exercise 1: List 4 things you like about money. List 4 things you don’t like about money. List 4 things you don’t like about money. List 4 things you don’t like about money. List 4 things you don’t like about money.
    31. Which took longer?
    32.  
    33. Exercise 2: Suppose you have a magic money wand. What would you do with it? Suppose you have a magic money wand. What would you do with it? Suppose you have a magic money wand. What would you do with it?
    34. What did you do?
    35.  
    36.  
    37. Scarcity vs. abundance
    38. Exercise 3: Tell a story about a lottery-type experience, part 1. Tell a story about a lottery-type experience, part 1. Tell a story about a lottery-type experience, part 1.
    39. Exercise 3: Tell a story about a lottery-type experience, part 2. Tell a story about a lottery-type experience, part 2. Tell a story about a lottery-type experience, part 2.
    40. Reclaim responsibility
    41.  
    42. Means Motive Opportunity Opportunity Opportunity
    43. $150,000 top prize
    44. Export firm nut buyer $642,000
    45. How to practice abundance
    46.  
    47.  
    48. How to create abundance
    49.  
    50.  
    51.  
    52.  
    53.  
    54. Any opportunity to be helpful is an opportunity to earn money. - Chris Brogan
    55. Want to keep the conversation going? www.Edvisors.com [email_address] @edvisors @cspenn Join our LinkedIn Financial Aid Group! Financial Aid Group! Financial Aid Group! Financial Aid Group! Financial Aid Group! Financial Aid Group! Financial Aid Group! Financial Aid Group! Financial Aid Group!
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