Training Event Details

Early Care Educators of San Francisco

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Financial Wellness for Early Educators
Inital Date/Time: 11/16/2023 / 06:30 PM - 11/16/2023 / 08:00 PM, www.ecesf.org
Number of sessions: 3
Total Hours: 4.50 Clock Hours
Price: $0.00
Event Type: Web-based Time Specific
Language of Instruction: English
Interpreter Language(s): English, Cantonese, Spanish
Session 1

Understand the three (3) rules of money.

Understand how compounding interest works with investments.
Understand how to achieve financial freedom.

Session 2
Understand the meaning of savings and why it is important.

Understand what a budget is and how to use a budgeting template.
Gain additional insight around your current relationship with money.

Session 3

Understand the different savings vehicles for retirement, focus on 401k and 403b.
Understand the “deferred” tax structure with a 401k/403b.
Understand how the Index Universal Life (IUL) can be a retirement, saving, and life insurance vehicle for educators and families.
Web-based Time Specific 11/16/2023 / 06:30 PM - 11/16/2023 / 08:00 PM, www.ecesf.org
Web-based Time Specific 11/30/2023 / 06:30 PM - 11/30/2023 / 08:00 PM, www.ecesf.org
Web-based Time Specific 12/07/2023 / 06:30 PM - 12/07/2023 / 08:00 PM, www.ecesf.org
This is an Overview/Introductory training for Teaching Staff, Administration/Leadership Staff, Parents/Families, Family Child Care Providers, Prospective Providers or Students, Family, Friend, and Neighbor Care Providers, Special Educators/Early Interventionists.
Prior knowledge or experience needed:
  • None
This training will cover:
  • Leadership in Early Childhood Education: Participants will learn and gain tools for personal and professional finances to help them sustain a career in ECE.
Early learning standards/foundations:
  • Adults in ECE
Is this a Gateways training? No
Session 1

Understand the three (3) rules of money.

Understand how compounding interest works with investments.
Understand how to achieve financial freedom.

Session 2
Understand the meaning of savings and why it is important.

Understand what a budget is and how to use a budgeting template.
Gain additional insight around your current relationship with money.

Session 3

Understand the different savings vehicles for retirement, focus on 401k and 403b.
Understand the “deferred” tax structure with a 401k/403b.
Understand how the Index Universal Life (IUL) can be a retirement, saving, and life insurance vehicle for educators and families.
Instructor: Sara Hicks-kilday
Training Contact: Sara Hicks-kilday , sara@ecesf.org , (510) 684-3437
Training Organization Contact: Ms. Sara Hicks-Kilday , sara@ecesf.org , (510) 684-3437
Capacity: 50
Enrolled: 0
Waitlist: 0
Keywords: