Project: Financial Planning for Janella

Assessment Questions Related to Session 1

What is the difference between saving and investing?

A) Saving is setting aside money you don’t spend now for a future purchase or emergencies, that is easily accessible. Investing is when you put money into your savings account.

B) Saving is setting aside money you don’t spend now for a future purchase or emergencies, that is easily accessible. Investing is buying assets such as stocks, bonds or mutual funds for the purpose of long-term goals.

C) Saving is setting aside money you don’t spend now for a future purchase or emergencies. Investing is when you spend money on fixed costs and variable costs.

D) I don’t know

A symbol in which stocks are identified.

A) Broker B) Ticker C) Stock acronym D) IPO E) I don’t know

FINRA QUESTION

Suppose you have $100 in a savings account earning 2 percent interest a year. After five years, how much would you have?

A) More than $102 B) Exactly $102 C) Less than $102 D) I don’t know

NOTES

START SESSION 1

Welcome & Allow Students to Get Settled: (5 minutes)

• Students enter classroom and get settled in their seats • Grab snacks for the session • Make sure they have their student curriculum books (If each student does not already have them, School Champion will) • Make sure they have a pen, pencil or marker • Whole group: Starting with the Lead Volunteer, provide a quick introduction to the team of RTSWS volunteers, what firm(s) you are from and what you do for work. Explain to students that you and your collegues are a tight team who will be teaching for the upcoming weeks.

RTSWS Mission: (Share with cohort) Rock The Street, Wall Street inspires and equips girls with skills to succeed financially throughout their lives and potentially within careers in finance. Girls learn about savings and investments, budgeting, capital markets and their role in maintaining the welfare of their families and the economy, while simultaneously seeing the real world application of the math content they learn in the classroom.

Attendance: (3 minutes)

IMPORTANT! Volunteers or Student CEO take attendance. This

qualifies them for alumnae benefits.

The attendance will be taken via a Survey Monkey link. The link has been emailed to your Lead Volunteer and Student CEOs.

Students Share:

Name, grade and favorite emoji.

Ice Breaker & Getting to Know You Activity:

(5 minutes)

Both volunteers and students participate! Let’s get active! This will require students to get up and move around!

Set a 5 minute timer: Once time is up, let students know that the activity has ended.

Did anyone complete a BINGO?

Call students back to their seats and begin to discuss the classroom norms.

NOTES

Debrief Activity & Discuss Norms for Session: (5 minutes)

Norms are different from classroom rules in that students participate in drafting them. They’re generally positive, inclusive and productive.

3 of the norms to the right are RTSWS norms.

Today, you and the students will come up with the final 2 norms

together. We want you and the students to establish the tone for the fall sessions and allow the students to take ownership of their RTSWS cohort.

HOW? Ask the students: “As we begin developing our RTSWS cohort community together, we want to create a safe and productive learning space we will all enjoy. Would you be willing to help come up with 2 additional RTSWS norms for our RTSWS fall sessions?”

Ensure the RTSWS cohort understands the significance of what

you are asking them to do. The students are helping to establish the tone for how RTSWS will run for the fall sessions! You care about them. You want their ideas. Their voices matter. Including them in the creation process means they will remember these norms and act upon them more regularly.

Asking students to help define the learning environment in a way that supports their own self-advocacy skills is powerful.

Examples:

• Participate constructively • Be a leader and encourage your RTSWS peers