Investment Club Style

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• Investment Club Style
• December 2007

Laying the foundation for years to come
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Program Mission

• To introduce kids to entrepreneurship,
  investments, money-management, and community
  service through learn by doing activities -
  with a goal to increase financial literacy,
  leadership, and social skills, all while having
  FUN!

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Is this program for your child?

• Is your child in 1st 5th grade?
• Does your child express an interest in wanting to
  earn his/her own money?
• Do you want your child to learn to earn?
• Does your child enjoy arts crafts?

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Program Structure

• Registration period (June Aug).
• First group to be pro-rated to cover Jan-May
• Monthly meetings (Sept May) each year with
  optional activities held during the summer (until
  withdrawal).
• Max 12 students per group.

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Program differentiators

• Target group is elementary students.
• Publish quarterly magazine (The Fun-ancial
  Connection) supported by angel investors
• Investment Club Style
• Mutual funds
• One Share Starter kits
• Curriculum aligned with National Standards for
  Personal Finance.
• Curriculum integrates entrepreneurship, business
  skills, money-management, investments, and
  community service.

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Program Activities Event Ideas

• Interview excursions with community leaders to
  publish in quarterly magazine
• YESS Expos
• Business cards
• T-shirts
• Group consignment and yard sales
• Lemonade Stands / Bake Sales
• Community Service Projects
• Collect canned goods for homeless/needy
• Gifts for elderly disadvantaged children
• Holiday Parade

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Pricing Structure
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Upcoming 2008 Events

• Ornament making socials (11/19, 11/21)
• Holiday Parade Sat, 12/1
• Christmas Expo, Sat, 12/15
• Donate canned goods to homeless TBD
• First club meeting tentatively scheduled for
  Sunday, January 13, 2008, 4 6 p.m.

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Feedback, Thoughts, Recommendations
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Thank you for your interest in our youth
programs!
We've taken the lemonade stand to another level