Workshop Leaders

Dream Well

Inspire parents and teens to set goals and make financial plans
that help them fulfill their dreams.

All Money Topics

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Dream Well Session Materials

Get ready-to-use session outlines to lead workshops about helping participants dream and set financial goals. Find everything you need, from handouts to PowerPoint presentations and evaluations.
Select and download session materials below.

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Teen Money Topics

Choose from one of the 12 money topics below to download materials for workshops with teens and parents.

Talk Well:

Give practical ideas for opening up family communication about money values, priorities and challenges.
Borrow Well:

Help parents and teens understand credit
and credit scores as well as how to avoid
credit problems.
Budget Well:

Encourage parents and teens to track their money and keep simple financial records.
Dream Well:

Inspire parents and teens to set goals
and make financial plans that help them
fulfill their dreams.
Earn Well:

Give parents and teens time to think about
how they earn money and the jobs that fit
them best.
Give Well:

Guide parents and teens in making charitable contributions that reflect their values and make a difference in the world.
Invest Well:

Introduce teens and parents to how investing works and some of the ways to invest for their future.
Live Well:

Inspire parents and teens to find the
support and courage they need to make
their money count.
Protect Well:

Introduce parents and teens to the different kinds of insurance and how to pick wisely to safeguard the family.
Save Well:

Offer practical ways parents and teens can save for short- and long-term financial goals.
Spend Well:

Help parents and teens reflect on their spending habits and how to use their money for things that really matter to them.
Move Forward Well:

Explore with parents and teens how to find the support and skills to make good choices about money to move forward with their lives.