Saving Case Studies
CASE STUDY: Car, Home, Retirement: What's My Plan?
In this Case Study, a recent college graduate, Jocelyn, prepares for a meeting with her financial adviser. She has developed short, medium and long-term savings goals to purchase a car, a home and an early retirement. She has a choice to make after her adviser makes specific investment recommendations.
CASE STUDY: Save Me! (Sp)
In this Case Study, students will learn about two high school friends with very different savings habits. Samuel is a super saver but not happy about it. Juan Carlos, with no history of saving, learns suddenly that he will need to develop a savings plan for college.
- Available in English & Spanish