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Retirement Saving at Work The Key to Your Future Terminal Objective: Identify the three enemies of retirement and

d explain how those enemies can hurt you in the context of retirement savings. Enabling Objectives Assessment Idea Absorb Activity Do Activity Connect Activity Identify and explain procrastination in the context of retirement savings, 80% of the time. Small Group Discussion and Mastery Quiz (multiple choice & short answer) Recorded Discovery or Disaster Stories told by actual coworkers or outside employees who have similar demographics (with permission), combined with Instructor Presentation Online Group (teams) Quiz Show Game Mastery Quiz (multiple choice & short answer) Rhetorical Question/Ponder Activity What might happen if you dont consider the three enemies when saving for retirement?

Identify and explain taxes in the context of retirement savings, 80% of the time.

Small Group Discussion and Mastery Quiz (multiple choice & short answer)

Recorded Discovery or Disaster Stories told by actual coworkers or outside employees who have similar demographics (with permission), combined with Instructor Presentation

Online Group (teams) Quiz Show Game Mastery Quiz (multiple choice & short answer)

Rhetorical Question/Ponder Activity What might happen if you dont consider the three enemies when saving for retirement?

Identify and explain inflation in the context of retirement savings, 80% of the time.

Small Group Discussion and Mastery Quiz (multiple choice & short answer)

Recorded Discovery or Disaster Stories told by actual coworkers or outside employees who have similar demographics (with permission), combined with Instructor Presentation

Online Group (teams) Quiz Show Game Mastery Quiz (multiple choice & short answer)

Rhetorical Question/Ponder Activity What might happen if you dont consider the three enemies when saving for retirement?

Terminal Objective: Summarize the three main types of investment options offered through the ABC Corporation 401(k) Plan. Enabling Assessment Idea Absorb Activity Do Activity Connect Activity Objectives The learner will be able to describe a stock investment, and who would typically invest in stocks, with 80% accuracy. Small Group Discussion with Investor Profile/Scenario Activity Slide Show Presentation Investor Case Study (profile/scenario) Activity Risk Tolerance Quiz Investor Case Study using oneself as the subject

The learner will be able to describe a bond investment, and who would typically invest in bonds with 80% accuracy.

Small Group Discussion with Investor Profile/Scenario Activity

Slide Show Presentation

Investor Case Study (profile/scenario) Activity

Risk Tolerance Quiz Investor Case Study using oneself as the subject

The learner will be able to describe a cash investment, and who would typically invest in cash with 80% accuracy.

Small Group Discussion with Investor Profile/Scenario Activity

Slide Show Presentation

Investor Case Study (profile/scenario) Activity

Risk Tolerance Quiz Investor Case Study using oneself as the subject

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