Title:

A Prescription for Financial Wellne$$

Author:

Joanne B. Hamilton, AFC; Lynn F. Little, AFC; Susan K. Morris, AFC; Judith A. Stuart, AFC

Publication Year:

2002

Reading Level:

9th - 12 grade

Language:

English

Abstract:

This financial education program helps clients assess their "fiscal" health. Through interactive classes and homework assignments in record organization, saving, investing, credit, insurance, budgeting and cash management, retirement and estate planning, participants will learn to plan, save, and make other prudent financial decisions. The entire program is designed to be a four-week, in-depth series (2-3 hours each) with fact sheets, worksheets, exercises and activities available for use. Each module can stand alone as a 1 to 1 1/2 hour program. A post-test to compare to the pre-test will help participants determine what they have learned.

Media Type:

Curriculum, CD Rom, Web site has fact sheets available

Limitations:

Computer access; LCD projection system (preferred) overheads are an option

Sponsor:

University of Maryland Cooperative Extension

Interest Group:

Immigrants, individuals moving from welfare to work, newly employed, young workers, other: single and teen parents, farm and/or military families, general public

Price:

$45.00

Source:

Montgomery County Extension Office

Source Contact:

Susan K. Morris

Source Address:

18410 Muncaster Road
Derwood, MD 20855-1421

Source Code:

UMD CE

Phone Number:

301.590.2811

E-mail:

skmorris@umd.edu / sm49@umail.umd.edu

Web Address:

www.agnr.umd.edu/MCE