TALLER SAN JOSE (6) - 2014 - Laserfiche WebLink

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Learning Objectives After attending this lesson, Trainees will be able to; ✓ Describe what a checking and savings account is ✓ List the benefits of opening a checking and savings account ✓ Explain the steps for opening a checking and savings account ✓ Explain how to select the best kind of savings account for their needs ✓ Explain how to make purchases with ATM cards, debit cards and checks ✓ Describe how to fill out a check ✓ Describe how to endorse a check ✓ Balance a checkbook ✓ Define what FDIC is ✓ List things they can do at an ATM machine using their ATM or debit card ✓ Understand why using an ATM is safe and convenient ✓ Explain the differences between an ATM, debit and credit card Activities: • Practice Writing a Check and Endorsing a Check • Practice Completing a Check Deposit Slip form • Practice completing a check register • Give a fun Quiz and give prizes for students who answer correctly Materials /Resources: • Banking Institutions will bring materials. If not, make copies of: • Blank Checks with Endorsing section • Blank Deposit Sheets • Blank Check Register • Union Banks presentation PowerPoint presentation can be found at Staff Docs /Support Services /Life Skills /Financial Literacy Lesson; ABC's of Ci edjt Approved Presenter(s): ✓ Brenda F. Guerrero, Consumer Credit Counseling Services of Orange County; bguerrero @cccsoc.org; (714)- 547 -2227 ext. 138 ✓ Will Warren, Union Bank (Anaheim Hills Branch) William.Warren @unionbank.com or (714) 998 -6219 ; ✓ Ms. Christina Williams, Orange County's Credit Union cwilliams @orangecountyscu.org or 714- 755 -5900 Overview: ABC's of Credit Workshop will teach trainees the basics of credit. Participants will learn how to build and maintain good credit, credit scores, credit reports, credit cards, loans and how to manage debt. Page 17 Taller San Jose, Support Services Manual EXHIBIT A