Name of Lesson
[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 |
| |
|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. |
|[pic] |
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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] |
| | |
| |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 | |
| | |
|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 |
| |[pic] |
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| |2) Golf pencils/pens |
| | |
| |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 |
|[pic] |
|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 |
| |
|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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