MoneyCounts : A Financial Literacy Series

1. He Said/ She Said MoneyCounts: A Financial Literacy Series

2. Description • He said/she said is a two way conversation to explore various discourses in financial literacy based on gender, generational gaps, cultural, socio-economical, personal values and attitudes toward money management. We will explore how different people approach and make financial decisions that shape and/or alter society’s financial wellness!

3. Agenda Gender differences Generational differences Cultural differences Socio-economic differences Personal differences

4. Learning Domains Cognitive: Acquisition of knowledge Affective: Feelings, emotions and attitudes Psychomotor: Utilizing and coordinating motor skills

6. Gender Differences • Live longer • Make less • Career interruptions • Men as investors women as savers both as spenders • Making financial decisions as a family, setting examples and educating children on financial issues

10. Generational Differences Resources, sustainability Money and goals Money and technology Experiences Views Safety/ Risk

13. Generational Differences

14. Cultural Differences Race Ethnicity Religion Language Geographical location Political and social beliefs Family values and attitudes toward money management

15. Educating for Financial Literacy: A Case Study with a Sociocultural LensKarin Sprow Forte “The more you know about your learners’ cultural context, the closer you will be to unlocking the secrets of their financial behavior” “Stories are a powerful means for people to establish bridges across other factors that separate them, penetrate barriers to understanding, and create feelings of kindredness”

16. Cultural Differences

18. Socio-economic Differences Economic stability Employment Occupation Urban versus Rural

21. Personal Differences Goals Education Career Family life Marital status

23. Personal Growth

24. He Said/ She Said Thank you!! MoneyCounts: A Financial Literacy Series