Name of Lesson - WebJunction

[Pages:4]

Subject: Personal Finance

Title of Lesson: Finance Fair & Basic Taxes

Prepared by: Stacy DeLano 405-372-3633 x124 sdelano@

Name Phone E-mail

Assistance/suggestions provided by: Dea Rash (Payne County Extension) & Janie Barnett (Wagoner Public Library)

Materials translated by Andrea Duncan (Stillwater Public Library)

|Objective/Purpose: What will be learned and why it is useful |

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|1. Discover the finance-related institutions in the community |

|2. Discover how many different services affect finances |

|3. Talk and discuss finance issues with representative of the institutions |

|4. Learn the basics of taxation |

|5. Help children think about finances |

| |

|Accomplishing these goals will help participants learn which type of agencies or institution they need to go to for specific financial issues. It will|

|also give them a chance to converse in a comfortable, non-threatening environment and prepare them to have more formal conversations with the |

|representatives in the future. |

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|Warm-up activity |Materials needed for warm-up |

|1) Sign-in |1) Nametags |

| |2( Sharpie |

| |3 Sign-in sheet including email or address list |

|2) Pre-test |4) Survey sheet for statistics |

| |5) Fair bag for goodies from vendors |

| |6) Fair bag items including notepads, pens, mini calculators, money |

| |clips, coupon organizers, coupons, wallets, calendars, letter openers|

| |7) Copies of the pre-test |

|3) Ice Breaker- Ask about which main financial issue they wish to learn more. |8) Golf pencils/pens |

|Greeters can direct participants to those booths first. Children will receive |9) Appointed volunteer to explain and assist with pre-test |

|Siga Adelante dollars which they will use throughout the fair. |[pic] |

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| |10) Map of the booths and activities |

| |11) Cut out copies of the library’s Siga Adelante bucks |

| |[pic] |

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|Learning activities |Materials needed for learning activities |

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|1) Visitation to booths with: |1) Booth or tables for each group or activity |

|Local representatives who can discuss specific financial issues | |

|Brochures and information |2) Signage for each booth or activity |

|Booth browsing time will ideally be “come and go” for two hours with the goal of | |

|participants staying the full two hours until the second part of the program. |3) 2 chairs at each table for representatives |

|The come and go booth visitation will facilitate latecomers. | |

| |4) 2 chairs at each table for participants |

| | |

|Adult Booths can include: |5) At least 1 interpreter per booth, if necessary |

|Local Bank(s) or credit unions (Tulsa and Oklahoma City area inquire about | |

|) |6) Brochures about specific financial issues to supplement materials|

|Find out if children open accounts & how |provided by institutions |

|Local CPA(s) or AARP/VITA representatives | |

|Local insurance agent(s) | |

|Social Security Administration | |

|Local financial planner(s) | |

|Local credit counseling agency | |

|Parent as financial teachers booth | |

|Credit card agencies | |

|Local real estate agent(s) or homebuyers agency | |

|Local renters’ association | |

|Local fair housing association | |

|Legal aid or attorney for information about wills or contracts | |

|County extension agent to cover other uncovered areas including budgeting | |

|Computer station for free credit reports | |

|Police or Sherriff booth for scams and ID theft | |

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|2) Childrens booths include: | |

|Piggy Bank Pageant booth | |

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|Duct tape wallets | |

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|Generic vs Name brand taste test | |

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|Coloring booth | |

|Donation booth | |

|Refreshment booth | |

|3) Basic taxes presentation: | |

|After the allotted browsing time, an approximately 1 hour basic tax presentation |Piggy Bank Materials |

|will be given. A longer presentation on Basic taxation was chosen as perhaps the|[pic] |

|most significant area of financial concern for Oklahoma Latinos based on |[pic][pic] |

|Stillwater Siga Adelante participant surveys, discussion with Stillwater area |[pic][pic] |

|Latino leaders, and feedback from other Siga Adelante sites. |[pic][pic] |

|The presentation speaker might include: |[pic][pic][pic][pic] |

|Oklahoma Tax Commission | |

|Please contact: |Duct Tape Materials |

|Joann Kurjan |[pic] |

|405-521-3637 | |

|AARP/VITA volunteer | |

|Please contact: |Taste Test Materials and Test |

|Beverly L. Cramer |[pic] |

|Oklahoma AARP Tax-Aide Training Specialist | |

|bcramer@ | |

| |Coloring pages and Crayons |

|Intercultural Tax Service | |

|For Tulsa, Wagner, & Stillwater only |[pic] |

|Please contact: | |

|Judith Diaz |5) Donation |

|Manager Intercultural Tax Service |[pic] |

|Community Action Project | |

|jdiaz@ |6) Refreshments |

|918-382-3352 | |

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|Local CPA or tax preparation business |1) Speaker’s podium |

| |2) Screen, laptop, and LCD projector |

|4) Based on personal correspondence with representatives of the first three |3) Theater style seating |

|organizations, topics addressed can include: |4) Interpreter (Intercultural Tax Service does not 5) require an |

|The different taxes people pay including federal, state, county (property taxes),|interpreter) |

|and city (sales taxes) |6) Taxation brochures |

|Where tax money goes |[pic] |

|Tax rights |[pic] |

|The main filing responsibilities of taxpayers | |

|Individual identification numbers | |

|The main tax credits, ie EITC | |

|How to get help with filing taxes | |

|Conclusion |Materials needed for conclusion |

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|1) Post-test |1) Post test |

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| |2) Golf pencils/pens |

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| |3) Appointed volunteer to explain and assist with post-test |

|Extensions/Expansion/Support activities |

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|1) SEE activities in above text |

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|2) Prepare a list of banks, accountants, real estate agents, financial planners, tax preparation services, homebuyer education services, credit |

|counselors, an insurance agencies in your service area; can include a pamphlet of their services |

|[pic] |

|Support resources/Materials/Websites (Include title, source) |

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|1) adult support materials book list |

|[pic] |

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|2) children’s support materials booklist |

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|3) supporting websites and publications |

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|4) For information on the state of immigrants and economics |

|Pew Hispanic Center’s Economics Webpage |

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|Financial Access for Immigrants |

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|Document from the Federal Reserve and Brooking Institute covering “the financial practices of immigrants, industry approaches to reaching the immigrant|

|market and community innovations in moving immigrants into the financial mainstream.” |

|Community contacts/Resources |

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|SEE contacts listed for booths above, and |

|Oklahoma County Extension Agent |

| or |

|Money Management Extension Co-coordinator, Sissy Osteen, Ph.D. |

|405.744.7186 sissy.osteen@okstate.edu |

|High School Home Economics, Accounting, or Business teacher |

|Local Jump Start |

|Consumer credit counseling service of central Oklahoma |

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|Credit counseling agencies (and websites) approved by Oklahoma Federal Courts |

|ust/eo/bapcpa/ccde/CC_Files/CC_Approved_Agencies_HTML/ |

|cc_oklahoma/cc_oklahoma.htm |

|Oklahoma Society of CPAs Speaker Bureau |

|Oklahoma Homebuyer Education Association |

|866-HOW-2OWN |

|HomebuyerEd@ |

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|Oklahoma Housing Finance Agency |

|Mission is to to help place people in homes. |

|800-256-1489 |

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|To arrange for a speaker, e-mail Holley Mangham or call (405) 419-8222 holley.mangham@ |

|Oklahoma Department of Consumer Credit |

|Mission is to protect consumer buyers |

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|1-800-448-4904 |

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