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Financial Literacy Education Series · Session 2

My Take-Home Action

Saving and Investing for the Future

Keep this card
  1. Write my goals by time. Soon (under 2 years), later (2–5), far (5+) — each with a date and an amount. (Worksheet page 1)
  2. Ask my employer one question. “Do we have a retirement plan — and is there a match?” Write down the answer.
  3. One small action in the next 7 days. Check my savings account’s interest rate (APY) · set a $10 automatic transfer · read one account’s fee page · move cash from home into an insured account.

My “far” goal is in years.

My employer’s answer: plan yes no   match %   I will put in %.

This week, I will .

1 · What is the decision?Save it or invest it? When do I need it?
2 · What are the trade-offs?Safety now vs. growth later. Fees. Waiting.
3 · What is my next action?One question. One transfer. Written down.
Earn→Save→Protect→Grow→Plan

Next: Session 3 · Recognizing and Preventing Financial Fraud and Scams

Remember: save for soon, invest for later · insured = the government pays you back, up to $250,000 per person per bank · risk and return travel together · many baskets, low fees, long time · high return with no risk is a scam. Apex Learn × House of Friendship · education only, no products, no personal advice.