THE YOUTH FINANCIAL EDUCATION FAIR TOOL KIT

O ce of the Massachusetts State Treasurer

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THE YOUTH FINANCIAL EDUCATION FAIR TOOL KIT

Created in partnership with the Financial Education Fair Advisory Committee

What's In This Tool Kit?

Everything You Need to Run a Successful Youth Financial Education Fair!

? 10 Step Planning Guide ? Best Practices & Personal Anecdotes ? Master Checklist ? Fair Mentors & Advisors ? Model Floor Plan ? Sample Booth Topics ? Sample Booth Price Pages ? Student Spending Plan ? Sample Donor Letter ? Sample Curricula ? Proven Online References

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Contents

Introduction................................................................ 3 History, Acknowledgments, Purpose, & Goals A 10 Step Fair Planning Guide.................................. 9 Development, Execution, & Timeline Best Practices............................................................ 15 Innovative Ideas, Organizational Structure & Advisory Committee Sample Materials...................................................... 23

Fair Coordinator.................................................... 23 Volunteers............................................................... 33 Students................................................................... 41 Teachers................................................................... 53 Tool Kit Evaluation.................................................... 83

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The Youth Financial Education Fair Tool Kit - Office of the Massachusetts State Treasurer

Introduction

? History ? Acknowledgements ? Purpose ? Goals

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HISTORY

Financial Education Fairs have been taking place throughout Massachusetts for over a decade. The Brockton Housing Partnership and HarborOne Bank (Formerly HarborOne Credit Union) coordinate one of the longest running fairs in the Commonwealth. This group acknowledges Consumer Credit Counseling of Southern New England (now Money Management International, Inc.) with introducing them to the fair concept. Since 2009, HarborOne Credit Union has carried the philosophy of sharing the fair model and hosts an annual "best practices" meeting for credit unions, banks, schools and non-profits. This event imparts valuable tips on how to run a successful fair. It has also been instrumental in motivating the formation of fairs in new communities across Massachusetts. The Office of Financial Education at the Massachusetts State Treasury developed this manual to provide a 10 step guide for developing a fair and to share valuable lessons learned through trial and error. This guide serves as a link between new fair coordinators and more experienced effective fair coordinators. In June 2011, the Financial Education Fair Advisory Committee, a group of civicminded professionals, convened to carefully review this tool kit, suggested content and confirm its accuracy. In addition, committee members shared unique approaches, favorite elements of their fairs and offered insight on how to run a successful fair.

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The Youth Financial Education Fair Tool Kit - Office of the Massachusetts State Treasurer

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