Financial Education and Training Institute Savings and Investing Linda Jekel Dir. Credit Unions Jeremy Lushene Education & Outreach Department of Financial Institutions ( www.dfi.wa.gov ) Discussion Savings and Investing Overview Why Teach Saving and Investing? Key Concepts to Introduce
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Linda JekelDir. Credit Unions
Jeremy LusheneEducation & Outreach
Department of Financial Institutions (www.dfi.wa.gov)
Things to think about:
Show Them That Time Is Ticking
Jeremy’s Daily Leaks At Age 17
Non-fat Vanilla Latte ($4)
3 Otis-Spunkmeyer Cookies ($1)
Dr. Pepper ($1)
Gas for multiple trips to friends ($3)
You’re 25. You have an extra $5,000 to invest.
Would you choose a stock with high risk, medium risk, low risk?
Education and Outreach
Phone: (360) 902-0506
Director of Credit Unions
Phone: (360) 902-8778
Email: LJekel@dfi.wa.govContact Us!