NEFE’s Financial Workshop Kits program will be retiring on Sept. 12, 2019. Please download any workshop materials before that date as this website will no longer be available. For more resources and tools to deliver financial education in your community, visit

Generations United

Generations United: Reflect Your Financial Values

Many older adults who are either in retirement or about to retire—grandparents, grandfriends, caregivers, and professionals—want to teach youth and young adults how to develop smart spending and saving habits that lead to self-sufficiency. These older adults also want to pass down their financial values, such as staying out of debt and beginning to save and invest early in life. This resource presents ways to initiate conversations around personal finance with youth and young adults, pass on financial lessons and values you learned from a mentor or family member, and work around generational differences in financial values.

Workshop Materials

You must agree to the terms of the Content License Agreement below to access the materials. Once the materials are downloaded, they may be used as-is or customized to best meet your needs.

Each kit provides workshop facilitators with the materials needed to run a workshop straight out of the box, or the choice to adapt any of the detailed presentations, scripts or learner action plans to suit their unique audience’s needs. Here is what you can find in each workshop.

A Presentation

Display these PowerPoint slides during your presentation to keep the workshop engaging and on track.

A Script

Consult the script for tips on how to prepare for your workshop, what your primary talking points will be, and follow-up resources.

Activities and Info Sheets

Guide your workshop participants through the hands-on activities and informational sheets to bring the financial skills to life.

Related Resources

Find additional suggested resources that can help round out your educational offerings.


The FAQ section for each workshop can help answer your questions about working with your intended audience.


What if I am not an expert on the topics presented in this workshop?

That is OK. Workshop attendees are not looking for expert advice. They are looking for ways to initiate conversations on basic personal financial topics with youth and young adults. While you will go into detail on some financial topics, in most cases you will briefly describe a topic and hand out a worksheet that describes it in further detail. Attendees will take the worksheets home to fill out with their grandchildren or mentees.

Be sure to take a look at the worksheets before you begin the workshop. They will help you become more comfortable with the financial topics you will be presenting. You also may be able to share some of your own personal finance experiences with the audience.

What are some of the challenges attendees may face in teaching personal finance topics to youth and young adults?

First, this may be the first time attendees have ever tried to explain a financial topic to anyone. Second, some of the material covered may be new to them. Finally, generational differences may arise between attendees and the young people in their lives (who range in age from birth to 26 years of age), especially on attitudes around earning, spending, and saving money.

With the use of computers, smartphones, and social media, today’s young people are accustomed to instant gratification. In contrast, forming a habit—including forming positive financial habits—takes time, diligence, and patience. This does not mean that youth are not willing to work toward long-term goals, but grandparents, caregivers, and professionals who work with young people may need to work harder to communicate the value of patience and perseverance in achieving results in the far-off future.

How can I prepare to deliver this workshop?

Familiarize yourself with the suggested workshop resources. In particular, take a look at the publication Grandparents Investing in Grandchildren: The MetLife Study on How Grandparents Share Their Time, Values, and Money (September 2012; booklet) available on the Generations United website ( This publication talks about values, beliefs, and traditions important to workshop attendees and also describes many ways to connect with youth and young adults.

Additionally, the workshop’s script includes instructions on how to prepare for this workshop. Consider reading the script out loud before delivering the workshop to help you become familiar with the topics and their natural flow.

What if I have never experienced the situation this workshop covers?

That is OK. This workshop is designed to be interactive. You will be asking attendees for feedback on their personal finance experiences. Because of the number of topics covered, chances are that you have some personal experiences you can share.

What should I wear?

Workshop attendees likely will be retired or close to retirement and casual attire could be expected. Dressing in a “business casual” way will show that you respect attendees’ time and interest in coming to the workshop but still allow you to project a competent, qualified demeanor.

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