Lesson 1: Spending Wisely

Receipt atop grocery items

Purpose of lesson: To make informed decisions on purchases. Materials needed: Internet access, grocery store, grocery advertisements and coupons Introduction “You receive your first paycheck—what an exciting day! Have you experienced the thrill? Enter the decision-making capabilities. Likely for the first time, you can purchase without asking permission. How will you spend your money? Whether […]

Lesson 2: Saving Money

Stacks of coins, each larger than the last

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To learn the reasons for saving money. Materials needed: Word document Introduction “We discussed spending money wisely and now I want to focus on saving money wisely. Saving money entails not purchasing everything […]

Lesson 3: Expected Expenses

Fingers pointing to a calculator and paper

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To learn expenses to expect when living on his or her own. Materials needed: Introduction “Before we discover the value and workings of a budget, I hope to help make you aware of […]

Lesson 4: Budgeting

Art depicting a piggy bank, money, and spreadsheet

Name(s) of student(s): Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To create a mock budget. Materials needed: Internet access, word document or spreadsheet Introduction “Last time we met, we discovered a variety of living expenses and their general costs. Today I will teach you the usefulness of […]

Lesson 6: Checking Accounts

Graphic of bank card and calculator

Name(s) of student(s): Age and grade level: Goal from IEP connected to lesson: Objective from IEP connected to lesson: Purpose of lesson: To gather information regarding checking accounts and to write a check. Materials needed: blank checks and tools to access them (magnifier, CCTV, and/or check writing guide), embossed checks, large print checks, ATM, and […]