WEW 101: Financial Literacy – Middle School (2023-2024)

INSTRUCTORS

Alphonso Pearson Community Engagement Manager JP Morgan Chase & Co	Dionne Waldron- McNeal Vice President Fulton Bank	Staci Griffin Associate Community Outreach Officer Fulton Bank	Jimmie Jones II Vice President Community Development Manager Truist Bank

Program Start and End Date:11/15/2023 – 1/17/2024 — Meeting Time: 5-6PM

• Session 1: 9/20/2023
• Session 2: 9/27/2023
• Session 3: 10/4/2023
• Session 4: 10/11/2023
• Session 5: 10/18/2023
• Session 6: 10/25/2023
• Session 7: 11/1/2023
• Session 8: 11/8/2023

Classes will begin on September 10th, and students will engage in an 8 week series on Financial Literacy that targets Maryland State Standards for Financial literacy and aims to get students excited about their personal finances and developing an early healthy relationship with money. Through this program, students will learn and understand the basic principles of financial literacy. In addition, students will learn about money management, how to create a budget that works, managing their money with a spending plan, investing, saving for emergencies, credit, why finance matters, and much more. Students will also develop experiential knowledge through the practical exercises they will engage in.

Research shows that without strategic financial literacy and entrepreneurship education of this population, economic development is impaired, marginalized and perpetuates income and economic disparity of this population. As a socially conscious community-based nonprofit organization with a serious focus on entrepreneurship education for the next generation from low and moderate income schools/communities, it is imperative that teaching the students the power and importance of financial literacy be a major component of entrepreneurship education. This unit initiates their early economic development mindset crucial for entrepreneurship education.

Middle School Course Outline

Middle school students will gain an understanding of money, and the way that it works in our society. They will discuss and engage with concepts such as budgeting, credit, and investment. Students will also learn about the connections between education, career paths, and income. Throughout this course, students will have the opportunity to research careers they are interested in, develop financial plans for their careers, and open savings accounts through WETATi Academy business partners. These courses will be taught by industry leaders from Fulton Bank, Truist Bank, and JP Morgan Chase Bank.

Zoom Access

To be announced prior to start of course.