1 Introduction 2 Welcome to class—it is great to be here



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BM 418-2 Day Two Notes and Objectives


Sudweeks,

Fall 2009 September 3, 2009

Winter 2010 January 7, 2010


1 Introduction

2 Welcome to class—it is great to be here

3 Day 2 Objectives

4 Understand the role of personal financial planning in achieving your goals

5 Understand the requirements for your Personal Financial Plan

6 Think through your personal goals: What do you want out of life?

7 Non-teaching Activities

8 Prayer: signup list will come around. Please sign up

9 Class Evaluations: I need a group of students to help with class evaluations

10 If you are interested, sign up on the sheet. Everyone who wants can do it

11 Teaching Activities:

12 Email from Mike Mincent

13 How would you respond to this email? He is asking about Financial Planning

14 PowerPoint: PFP Assignments (slides 3-4)

15 Ask: Why Financial Planning?

16 Write on the board

17 Show Pres. Benson quote: “Plan your Financial Future” (slide 8)

18 Ask: What is the Process of Financial Planning?

19 Write on board: 1 – 6: 1. Decide want, 2. Evaluate health, 3. Define goals, 4. Develop plan, 5. Implement plan, 6. Review and revise. We will cover 1-4 in class

20 Show and hand out a Personal Financial Plan

21 How do you find out what is important to you?

22 Ask: What is the relationship between money and happiness? Core Values

23 Ask: What is important about _________ to you?

24 Take it many steps deeper and deeper to find core values.

25 Write: Why set goals? Write on board

26 Write: What happens if you don’t set goals?

27 Go into Jesse Rittenhouse poem (slide 21)

28 Read Elder Ballard Quote: What are the principles of setting a goal (slide 25)

29 Ask: How do you set Real Goals – write on board

30 Share the 9 steps in setting real goals (slides 27-47)

31 Ask: How do you help people change? (Strategy and the Fat Smoker)

32 It’s about a permanent change in lifestyle, 2. You must change the core scorecards, 3. Get serious or get out of the way, 4. Principles are more important than tactics, 5. People must volunteer, 6. People must choose to get on or off the bus

33 Share Laura’s story of math problems

34 Summary:

35 Share Summary

36 Notes:

Winter 2010

I started with Mike’s email about teach the children. I then asked “Why financial planning,” which was what Mike wanted. We listed answers, then the 6 step process of financial planning. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then shared the Jessie Rittenhouse poem. I then asked about how we set real goals. I used the PowerPoints to go through the nine principles of setting real goals. I then talked about the relationship between money and happiness, used the article on The Fat Smoker, and shared the research on what makes people happy. Then I did the summary of the class. Reviews: 6,7,7,7,7,8,8,8.

Fall 2009

I started with Mike’s email about teach the children. I then asked “Why financial planning,” which was what Mike wanted. We listed answers, then the 6 step process of financial planning. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then shared the Jessie Rittenhouse poem. I then asked about how we set real goals. I used the PowerPoints to go through the nine principles of setting real goals. I then talked about the relationship between money and happiness, used the article on The Fat Smoker, and shared the research on what makes people happy. Reviews: 5,8,8.


Winter 2009

I started with Mike’s email about teach the children. I then asked “Why financial planning,” which was what Mike wanted. We listed answers, then the 6 step process of financial planning. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then shared the Jessie Rittenhouse poem. I then asked about how we set real goals. I used the PowerPoints to go through the nine principles of setting real goals. I then talked about the relationship between money and happiness, used the article on The Fat Smoker, and shared the research on what makes people happy. Reviews: 6,6,7,7,8.

Fall 2008

I started with Mike’s email about teach the children. I then asked “Why financial planning,” which was what Mike wanted. We listed answers, then the process of financial planning and I did the first word from the 6 topics. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then shared the Jessie Rittenhouse poem. I then asked about how we set real goals. I talked about the nine principles of setting real goals on the PowerPoint. I then talked about the relationship between money and happiness, and shared the research on what makes people happy. Reviews: 8.

Spring 2008

I picked up the quizzes, and started with Mike’s email about teach the children. I then asked “Why financial planning,” which was what Mike wanted. We listed answers, then the process of financial planning and I did the first word from the 6 topics. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then shared the Jessie Rittenhouse poem. I then asked about how we set real goals. I talked about the nine principles of setting real goals. Reviews: 7,8.


Winter 2008

I picked up the quizzes, and started with Mike’s email about teach the children. I then asked “Why financial planning,” which was what Mike wanted. We listed answers, then the process of financial planning and I did the first word from the 6 topics. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then shared the Jessie Rittenhouse poem. I then asked about how we set real goals. I talked about the nine principles of setting real goals, and ended with the summary points from the Fat Smoker and how to more fully set real goals. Reviews: 6,7,8,8


Fall 2007

I picked up the quizzes, and started with the WSJ article about “No Satisfaction: Why What you Have is Never Enough.” Then I went into Mike’s statement—Teach the Children. I went through assignments, then asked “Why financial planning,” then the process of financial planning. I put up the quote by Elder Ballard which talked about “master the principles of setting a goal” then talked about how we set real goals. I talked about the nine principles of setting real goals, and ended with a summary. Reviews: 7

Spring 2007

I started with the WSJ article about No Satisfaction: Why What you Have is Never Enough. Then I went into Mike’s statement—Teach the Children. I went through assignments, then asked “Why financial planning,” then the process of financial planning. I finished with the setting real goals, and Laura’s story about dad and math. It seemed to go well.

Winter 2006

I started with the quiz, then had them hand it in (not graded in class). I then told of Mike’s statement—Teach the Children. I went through assignments, then why financial planning, the process of financial planning, and goals. I finished with the setting real goals, and Laura’s story about dad and math. I finished up with obstacles to setting goals. It seemed to go well.


Fall 2006

I did the quiz, went into why financial planning and what it would do for them, then told the story of Scott Baird. I then went into goals and setting goals, which seemed to work out OK.


Spring 2006

I started with the quiz, then handed out the missing pages. We went into “Why did you take this Financial Planning class?” and “What did you hope to get out of this class?” We then talked about the 6 purposes of Financial Planning and the Personal Financial Plan. We then went into Goals, and Why Goals? We went into what the Prophets have said, and what would happen without goals? I then shared the 6 steps on setting real goals. It seemed to work out well.


Winter 2006

I started with prayer and the quiz, then went into the why financial planning. I then went into the requirements for the PFP. I read the letter from Mike Mincent, and we responded. Then I went into goals, and setting real goals. Reviews: 8,8,7

Fall 2005

I started with the quiz, then went into the Personal Financial plan. I did the first slides on what was required, then used the chalk board. We talked about the PFP, what financial planning was, why it was important, and what it did. Then we went into goals, and I wrote those on the board. I tried to remember stories that I could share. I then dismissed those who didn’t want to know about financial planning, and then went through the Jobs in financial planning.

April 27, 2005

I started with the quiz, then went into Financial Planning. We talked about what Financial Planning could do, where you are, where you want to go, and how to get there. Then we talked about the Financial Plan, and how each section fit in one of those areas. Then we talked about goals, where I started with the Rittenhouse poem, then the how and hwy of goals. Then I proposed that “We cannot do better than what Heavenly Father wants us to become.” So our goal is to be what he would have us do. I used the last 20 minutes to talk about Careers in Financial Planning. Reviews: 6,7,8


January 6, 2005 Section 1

I started out with the group presentation, and discussion about goals. I worked trying to get the idea that we need Heavenly Father’s help in setting “real” goals. I liked the discussion, but I left too little time for the careers section. I should first, talk about financial planning, 2. Talk about the financial plan, 3. Talk about goals, and 4. Talk about careers. Reviews: 7,8,7

Winter 2005 Section 2

I did the group presentation, and the quiz. Then I started out with the PowerPoints on the PFP, and talked about what the process was. It seemed a little stilted, and so after a while I stopped. Then I talked about the requirements for the PFP, the binder and tabs. Then I talked about goals, and put the “How’s” and “Why’s” on the board, and then had the class talk about either of those areas. I asked “Can you do any better than become what Heavenly Father wants you to become?” The truth is no, so I emphasized that we need His help. I had some quotes which were really fun, and used those. It seemed to work out really well. I left 15 minutes for the careers section, which was too short—I need 20 minutes. The careers section went well. Reviews: 7,7

Thomas S. Monson quote: When one deals in generalities, he will have little success. When one deals in specifics, he will have little failure.
September 2, 3004

I started with the group presentation, then the quiz. Then I asked how many wanted to talk about careers in financial planning, and some said lets talk at the end and let those that wanted to get out early get out. We did that. I started with the PFP, and talked about the purpose of financial planning. Then we started talking about goals. We must have spent 30 minutes just getting things from the class about what they did and how they did it. Then I tied it in at the end with the 6 steps that I use when setting real goals. It was really neat. Then I gave the presentation to those that wanted to stay, and finished up. It seemed to work out really well and there was a great spirit there. Reviews: 8,8

Spring 2004

I started with the Quiz, then went into the class evaluations. I did the section on Careers, which went faster, then did the intro on Financial Planning. I talked about the financial plan on the board, then finished the section on goals from the PowerPoint’s. I apologized for the personal experiences, but said that was what I had to speak from. Reviews: 7,7,


Winter 2004 Section 1

I started with the Quiz, then handed out the Group signup and Class Evaluations. Then I reviewed the Careers in Financial Planning. It seemed to work out OK, although it was a bit slow. Then I talked about the financial plan, went through the 6 steps, and then went into the goals section. That seemed to work out well. Reviews: 7,8

Winter 2004 Section 2

Again with the quiz, and group sign-up sheet. I have students sitting on the floor, so I am trying to change rooms. I did the careers in financial planning, which needs to be shortened, then talked about the financial plan. Then I talked about the goals. That section seemed to go OK. Reviews: 6,7,8,6

Fall 2003

Today I gave the quiz, then did the section on Careers in Financial Planning that I wrote up yesterday. It seemed to go well, and it was a good overview and framework for the class, although we should probably cut it a bit. Then I went into the goals section. That was really fun and there was a good spirit there. I decided the difference between goals and real goals is that real goals have Heavenly Fathers help. Reviews: 7,7

April 30, 2003

I started with a quiz, then talked about the PFP. WE went through the overview, and then went into the goals section. Halfway through the goals section, I stopped the PowerPoint’s and started discussing setting and achieving goals. I hope it didn’t come across as too “braggadocio”, but I felt the Spirit, which was really neat to feel in class. I need to keep from lists on my quizzes though—it makes things difficult. Reviews: 5,8


January 9, 2003

Need to give some examples of some goals to work on in class. I didn’t do the overview because it was covered in class. It seemed to go well, but I am biased. The reviews were not as positive as I would have liked. The first group put in a lot of work and really did a nice video presentation that turned out really nice. Reviews: 7,8,6


September 5, 2002

I had each student introduce themselves. There was not quiz as the web was down yesterday. We talked about goals, and then went into the discussion of the Personal Financial Plan. We were short of time for that part. I need to discuss the plan better. Reviews: 5,7,4,6,7


Spring 2002

Class seemed to go well. IT was really neat talking about goals. I particularly like the phrase that 87% of people don’t have goals, 10% have them but don’t write them down, and 3% have them and write them down, and accomplish 50-100x more than the others. There was a good spirit with us today. Reviews:

January 2002: The class seemed to go well. The group presentation really talked about the whole financial process, so I didn’t need to talk on it. I spent almost all the time talking about personal goals, and why they were important. There was a good spirit there. Reviews: 7,5,6,7

September



Seemed to go well. I finished with spiritual goals—it was really good. There was still too much detail, but I guess that is OK. I decided to give the option to hand in stuff at the end of each month..
Kyle 360-KYLE did a great job. It was a good discussion on goals. The 5 minute quiz went well as well. We talked about goals, and then I gave them about 4 minutes just to think about what they wanted to accomplish. It worked out well.




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