Money Coaching Workshop: From College Age to First Job
The Money Coaching Workshop: From College Age to First Job helps parents connect with their young adults to teach them how to handle money responsibly and effectively. It’s frightening to realize that 85 per cent of high school students receive no school-based personal finance education whatsoever.
Sarah is a mom, a CPA, and the author of “Play The Real-Life Money Game With Your Teen.” She has more than 25 years of experience gained from working with families and money in financial and accounting fields. She is passionate about changing the way families think about children and money. An expert on family financial dynamics, Sarah Williamson uses her Money Coaching Workshop: From College Age to First Job to guide parents and their young adults, step-by-step toward taking more personal responsibility, gaining independence and achieving financial competence.
In just one day, Sarah’s Money Coaching Workshop: From College Age to First Job will teach both parents and their young adults how to get started on the path toward becoming financially responsible individuals. Parents and their young adults learn how to “play” The Real-Life Money Game® using worksheets and tools from the workbook. Each participant receives a workbook, as well as an electronic file of the worksheets via email.
To schedule a workshop, please call Sarah at (206) 409-3347 or email reallifemoneygame@gmail.com.
Workshop Table of Contents
Session I
Player Profile Questionnaire
What You Need to Play the Game — Accessories
How to Complete the Income Worksheet
Money Game Business Plan
Family Fund Contribution
How to Complete the Expense Worksheet
Bank Reconciliation Worksheet
Why You Need a Rainy-Day Fund
Money Game Contract
Spending Plan
Money Game Activities Pie Chart of Time
Money Game Plan
Workshop Table of Contents
Session II
Seven Deadly Sins Chart
Pie Chart Model for Family Financial Discussions
Four-Step Method for Problem Solving
Savings Plan
Money Game Retirement Planning Questionnaire
Giving: “Who or What Matters Most to You?”
Borrowing Chart
Lending Chart
Money Game Debt Rules
Five Steps to Investing
What You Need to Know About Taxes
Money Game Net Worth Calculation
© 2013 The Real-Life Money Game, LLC Distributed under license by The Real-Life Money Game, LLC
The Real-Life Money Game® and logo are a registered trademark or trademark of The Real-Life Money Game, LLC