FM Recap 2019 - BestPrep · General Colin L. Powell Leadership Academy, Minneapolis...
Transcript of FM Recap 2019 - BestPrep · General Colin L. Powell Leadership Academy, Minneapolis...
Financial Matters
"Students don't often knowhow to budget or managetheir money; having avolunteer interact with themis so helpful. The studentslearn so much."
92% of teachers stated that their students'financial literacy skills were improved
94% of teachers stated that students were giveninformation and tools to help them make bettereducated financial decisions
92% of teachers agree that students feel moreconfident and prepared to manage their finances
Motivating students to make sound moneymanagement decisions & become financially savvy
2019 Program Recap
12,798students
82schools
volunteers243
AnnualProgramImpact
-Ashley Mace, College Possible Educator
Program Results124educators
"I think financial literacy isone of the most important topics in ourlifetime. I feel honored to be spreading
this knowledge to our young individuals of today."
-Yusra Mohamud, Wells Fargo
Program Highlights
Financial Matters rolled out a brand newpresentation to schools on Paying for College.
In honor of Teach Your Children to Save Day,Financial Matters presentations impacted morethan 600 students through the support of 26Wells Fargo volunteers.
Volunteers from Wings Financial Credit Union,Cedar Ridge Wealth Management Group,United Educators Credit Union, and Wells Fargoeducated 2,000 eighth graders at theMinneapolis STEM expo.
About Financial MattersFinancial Matters equips students with the tools to develop sound money management skills.
Through interactive presentations, industry professionals help students become morefinancially literate. Available to teachers grades 6-12, the program offers a variety of topics
that provide real-life lessons in money management.
128companies participated
Special thanks to our Financial Matters Ambassadors Committees!
Volunteer Engagement
Tammy Andrews, Citizens Independent BankChase Brakke, North Star Resource Group
Yusra Mohamud, Wells FargoVictor Thompson, Emergent Leadership
PathwaysTerry Weber, United Educators Credit UnionDavid Wolfe, Educators Financial Services
Content Creation
Chase Brakke, North Star Resource GroupStacey Conaway, Famous Dave's of America
Bridget Peterson, SPIRE Credit UnionDenise Phillips, Next Step Transition Program
Andrea Thermos, Boulay
Content Review
Mark Buchholtz, Allianz LifeMark Glasser, Allianz Life
Jason Kley, Carlson Capital ManagementCheryl Newell, Money $marts LLCMolly Osberg, Maranatha Christian
AcademyLori Stieber, Internal Revenue Service
“Financial Matters offers life-changing opportunities for students. I
highly recommend this amazingprogram and organization.”
-John Morris, Colin Powell Leadership Academy Educator
2019 Schools RepresentedAcademy for Sciences & Agriculture High School,
Vadnais HeightsAlbany Senior High School
Anne Sullivan Communication Center, MinneapolisAnoka High School
Apple Valley Senior High SchoolBlaine High School
Blooming Prairie High SchoolBloomington Kennedy High School, Bloomington
Brooklyn Center Secondary SchoolBuffalo Community Middle School
Burnsville High SchoolCentennial High School, Circle Pines
Central High School, St. PaulCentral High School, Norwood Young America
Champlin Park High SchoolChaska High School
Columbia Heights High SchoolCommunity of Peace Academy, St. PaulComo Park Senior High School, St. Paul
Cookie Cart, MinneapolisCoon Rapids High School
Delano Middle SchoolEden Prairie Senior High School
Edison High School, MinneapolisEisenhower Elementary, Coon Rapids
Elk River High SchoolFAIR School Downtown, Minneapolis
Fernbrook Elementary School, Maple GroveFridley High School
General Colin L. Powell Leadership Academy,Minneapolis
Glenville-Emmons Secondary SchoolHarding Senior High School, St. Paul
Henry Sibley High School, West St. PaulHighland Park Senior High School, St. Paul
Highview Alternative Program, Golden ValleyHoldingford High School
Humboldt High School, St. PaulIrondale High School, New BrightonJefferson High School, Bloomington
Johnson High School, St. PaulMaranatha Christian Academy, Brooklyn Park
Minnesota Transitions Charter School, MinneapolisMinnetonka High School
MN Internship CenterMound Westonka High School, Minnetrista
Mounds Park Academy, MaplewoodMounds View High School, Arden Hills
MTS Secondary, MinneapolisNew Prague High SchoolNew York Mills Secondary
Normandale Hills Elementary, BloomingtonNorth Senior High School, Minneapolis
North St. Paul High SchoolNorthfield Senior High
Northside Christian, Blaine
Osseo Senior High SchoolPark Center IB World School, Brooklyn Park
Park High School, Cottage GrovePathways, Coon Rapids
Patrick Henry High School, MinneapolisPrior Lake-Savage Area ALC
Project SUCCESS, MinneapolisRed Wing High SchoolRichfield High School
Robbinsdale Armstrong High School, PlymouthRobbinsdale Cooper High School, New Hope
Rogers High SchoolRoosevelt High School, Minneapolis
Secondary Technical Education Program, AnokaSimley Senior High School, Inver Grove Heights
Southwest High School, MinneapolisSt Cloud Area Learning Center, Waite Park
St. Louis Park High SchoolSt. Michael-Albertville High SchoolSt. Paul Academy & Summit School
Tartan High School, OakdaleThe Next Step Transition Program, North St. Paul
Ubah Medical Academy, HopkinsUniversity of St. Thomas
Upward Bound - Century College, White Bear LakeWashburn High School, Minneapolis
Washington Tech Secondary Magnet, St. PaulWilson Elementary, Anoka
2019 Companies Represented3M
Accord Financial StrategiesAccount-Ability Plus
ADPAffinity Plus Federal Credit Union
AgriBankAllianz Life
Allina HealthAllstate
American Family Insurance, Nick Atkinson AgencyAmeriprise Financial
Ameriprise National Trust BankAnfinson Thompson & Co.
Artisan Financial GroupAssociated Bank
Better Business Bureau of MN/NDBMO Harris Bank
Boulay PLLPBreitenfeldt Group
Bremer BankBridgewater Bank
Carlson Capital ManagementCarlson Wagonlit Travel
Castle Rock Financial Planning, Inc.Cedar Ridge Wealth Management Group
Charles SchwabChoice Bank
Citizens Independent BankCity & County Credit Union
CliftonLarsonAllen LLPConstellation Wealth Group
Consumer Credit of MinnesotaCordis Financial
Cymbet CorporationDax V. Stoner, Ltd.
Department of DefenseEcho Wealth Management
Educators Financial ServicesEducators Financial Services, Inc.
FamilyMeans/CCCSFamous Dave's of America Inc.
Federated InsuranceFiduciary Counselling, Inc.
Financial Empowerment LLCFinancial LifeLab, Inc.
First Bank & TrustFlagship Bank
Focus FinancialGeneral Mills
Great Waters FinancialHiway Federal Credit Union
HomeTown Credit UnionImage Sensing Systems, Inc.
Integrity WealthInternal Revenue Service
Keller Williams Integrity RealtyKeller Williams Realty, Inc.
Landvik FinancialLuther Westside VolkswagenMaranatha Christian Academy
McNellis & AsatoMerced Capital LP
Minnesota Bank & TrustMinnwest Bank
Money $marts LLCMorgan Stanley
National Western LifeNew York Life
Next Steps 2 Success, LLCNorth Central University
North Star Resource GroupOld National BankOtter Tail Power
Pan, Inc.
PWB CPAs & AdvisorsPwC
RBC Wealth ManagementRed Wing Shoe Company
Reese, Winter, & AssociatesRiverland Community College
SeQuel ResponseSPIRE Credit Union
Spray Control Systems, Inc.TaTonka Real Estate AdvisorsTempo Investment Advisors
The Advocate GroupThe Minneapolis Foundation
The Next Step Transition ProgramThorsen, Breidinger, & Novak, P.A.
Thrivent FinancialThrivent Financial-Stonebridge Group
TopLine Federal Credit UnionToro Company
TriNetTschida Investments
Twin Cities Wealth Strategies, Inc.U.S. Bank
United Educators Credit UnionUnitedHealth Group - Optum Campus
University of MinnesotaVector Wealth Management
Versique Search & ConsultingWakota Federal Credit UnionWealth Enhancement Group
Weivoda Financial LtdWells Fargo
Wings Financial Credit UnionWoodbury Financial
Xcel Energy
[email protected] 763-233-6320 bestprep.org
Thanks to our volunteers, sponsors, partners, and educators!
"Learning and practicing goodpersonal finances is a life-long skill.Financial Matters provides students
with the knowledge to be successful."
-Debbie Huddleston, Xcel Energy