Sharpen your financial skills with a special presentation by Marc Gravelle from Rollstone Bank & Trust.
This is a one-hour presentation which offers an introduction to basic financial literacy for ages 10-14. Learn the basics of banking, tips for getting the most out of your money, and show off your smarts with a fun, interactive trivia game!
Topics will include:
- How Banks Work (the Banking Balance Sheet)
- What is Interest?
- Deposits vs. Loans
- Banking Products / Services Overview
- Overview of Checking and Savings Accounts
- Examples of how to use and access Bank accounts
- Check writing
- Debit vs. Credit
- Online services
- Mobile Banking, Remote Deposit, Bill Payer
- Budgeting for Needs and Wants
- Introduction to budgeting concepts
- Participants complete a simple budget activity
- Real World Scenarios Activity
- Participants compete to score points in a fun “Basics of Banking” trivia game
Marc Gravelle is the Learning & Product Development Officer at Rollstone Bank & Trust. Marc has worked in financial services for over 18 years and his experiences include Retail, Wealth Management, and Training. Marc is a graduate of the Boston College School of Education Honors Program and is passionate about helping others succeed through Learning & Development.