Breakout Session 1

10:00-10:45 am

Personal Financial Literacy

Retirement Investing Through 403(b) and 457(b) Plans

Scott Webb and Javier Villareal

Securities and Exchange Commission

Texas teachers are everyday heroes whose hard work and dedication are vital to cultivating our future leaders and ensuring America’s continued strength. The SEC has undertaken a review of the investment and retirement education and opportunities aimed at Texas teachers. Teachers are often targeted for high-cost, unsuitable and even fraudulent investment and retirement advice and products. The SEC's Teachers' Initiative seeks to address this concern through a two-pronged approach:
• Educating teachers about retirement investing through 403(b) and 457(b) plans, the costs of investing, and the questions to ask of those who approach them with investment and retirement advice and products; and
• Identifying companies and individuals who are offering investment services or products to teachers that may violate the federal securities laws.

Financial Literacy Curriculum

What's New: Updated Building Wealth Financial Literacy Lessons from the Dallas Fed

Morgan Ackley

Federal Reserve Bank of Dallas

The COVID crisis has highlighted the need for everyone to have a foundational understanding of personal finance, decision making, budgeting and planning. This session will highlight the updated Building Wealth lessons and free materials from the Federal Reserve that you can use with students this fall.

Financial Literacy Curriculum

Smart Strategies for Financially Savvy Youth

Leslie Jones

Consumer Financial Protection Bureau (CFPB)

Achieving financial well-being as an adult is about more than how much money you make or whether you’re able to do your taxes, balance your checkbook, or pay your bills. It’s about having control over your money and being able to make choices that allow you to enjoy life. In this session, review CFPB financial literacy activities and resources that you can incorporate in your classroom and find ideas to share with your colleagues.

Financial Literacy Curriculum

21st Century Relevant Interactive Resources from NGPF!

Yanely Espinal

Next Gen Personal Finance

With so much changing in our world, it is more important that ever for educators to keep up and ensure that financial education is current, timely and relevant to the lived experiences of students in Generation Z. At NGPF, we have many resources available to help you teach personal finance for the 21st century in an interactive and engaging way!

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