Retirement Lesson with PPT, Research Activity, Graphic Organizer, and Review

Retirement Lesson with PPT, Research Activity, Graphic Organizer, and Review
Grade Levels
Product Rating
5 Ratings
File Type

Compressed Zip File

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14 MB|44 pages
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  1. Check out this awesome collection of investment and retirement resources! This product contains a broad range of resources to teach Investments and Retirement. Topics covered in this unit include: risk vs. return, diversification, rule of 72, investment philosophies, stocks, bonds, mutual funds, spe
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Product Description
It’s never to early to start thinking about retirement. Teach students to start early and maximize their contributions so that wealth builds over time. This lesson is perfect for a Personal Finance course.

Daily Objectives include:
-Explain the importance of planning for retirement.
-Identify retirement account types.
-Compare and contrast retirement accounts.

Concepts covered:
Retirement Planning
Account types:
-Traditional IRA
-Rollover IRA
-Roth IRA
-Public Pensions
-Social Security

This product contains:

-Retirement PPT

-Retirement Account Comparison Chart (complete with notes and Internet)

-Retirement Account Graphic Organizer (cut out descriptions and paste into graphic organizer)

-Retirement Review (10 questions that students respond to on individual marker boards to use at the close of the lesson as a formative assessment)

Keys are included for all activities. You can also purchase each activity separately by clicking the above hyperlinks.

Save $$$ by purchasing this product as part of the Investing and Retirement Unit Bundle

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Total Pages
44 pages
Answer Key
Teaching Duration
90 minutes
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