Financial Literacy Essential Questions

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|Topic and Essential Question |Pacing |Allegacy Speaker Series & Products |Community Resource |

| |September |Retail Services | |

|Bank on it: What are the available banking services and how do I build a positive relationship with a financial| |Checking/Savings Accts | |

|institution? | | | |

|Check it out: What are the benefits of having a checking account and how do I use a checking account | | | |

|responsibly? | | | |

|Money Matters? How do I manage money by preparing a personal spending plan and what are identifying ways to | | | |

|decrease spending and increase income? | | | |

|Pay Yourself First: What are ways to save money and what are savings options to save toward goals? |October | | CCCS Tonya |

|Borrowing Basics: How does credit work and how can I determine when I’m ready to apply for credit? | |Retail Services | |

|Charge it Right: What is the purpose for credit cards and how can I use them responsibly? | |Web Banking | |

| | |Holiday/Vacation Club Accts, Overdraft | |

| | |Protection and | |

| | |ATM/Debit Card Services | |

| |November | |CFNC T’Kia Barnes |

|Funding Sources for College: You’ve Got to Pay to Stay. How do you get admitted to college and what are the | | |Karen |

|sources for funding college? | |Loan Services | |

|Funding Sources and Strategies- Cars and Cash: What funding sources are available for funding long term goals | |Mary Pickard | |

|such as purchasing cars? | | | |

|Investing in Your Future: What are products used for short term and long term investing strategies? | | | |

| | |Allegacy Investments | |

|Taxes-To Pay or Not to Pay: What is the purpose for income taxes and how do I file? |December | | |

|Insurance-Use it or Lose it: What are the various types of insurance and what are the advantages and | | |Glenda |

|disadvantages of buying insurance? | | | |

|Your Own Home: What are the steps involved in buying a house and how do I determine when I can afford a house? | |JBA Benefits | |

| | | | |

| | |Allegacy Realty and Mortgage Department| |

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