The Charlestown Lacrosse and Learning Center is offering a financial literacy course for scholars in grades 7th through 12th. This course will be three, 60 minute sessions on Thursdays April 6th, April 13th and April 27th from 5:00pm-6:00pm.
Session Structure and Course Outline
March 30th Session 1 - Budgeting
- Why we budget
- How to create a budget
- How to stick to a budget
- How to read a paycheck
April 6th Session 2 - Saving, Banking, Credit
- What is a checking account?
- What is a savings account?
- How to open an account at a bank.
- What kind of fees do I have to watch out for?
- How does compounding interest work?
- Avoiding Klarna/Afterpay/Payday Loans
April 13th Session 3 - Investing
- What are stocks, mutual funds, and ETFs?
- How do you buy and sell them?
- What fees do I have to pay?
- Do my investments have taxes?
- What is Cryptocurrency?
We have three highly qualified instructors to run this program at our center. Please read a little bit more about our instructors below!
Grace Hong, CFA
Jiaxin (Grace) Hong is a financial analyst who works at State Street with six years of experience in balance sheet management, stress testing, and financial risk management. She was previously a rotational analyst in the Professional Development Program at State Street. Grace received her Master of Science in Finance / Accounting from Boston College, is a CFA charter-holder and a certified Financial Risk Manager (FRM). In her spare time, Grace enjoys skiing and reading, and is learning ice skating.
Laura Levesque, CFA
Laura Levesque is a Director at Cerulli Associates, a market research and consulting firm for the financial services industry. She mainly works with endowments, foundations, and pensions. She has over 20 years of experience at financial services companies in Boston. Laura learned to budget after she graduated college and had her first apartment but wished she had learned in high school! Her favorite TV show is Parks and Recreation.
Tuan Nyguen, CFA
Tuan Nguyen helps shape Corporate Strategy at Ahold Delhaize USA. He is a CFA with 4 years of professional investment experience and has been an active investor in the stock market for 7+ years.
Book Club - Eleven Birthdays
We will be partnering with the Turn It Around, for our second collaborative Book Club! Our second book this year will be Eleven Birthdays, a novel by Wendy Mass. This book club is geared towards scholars ages 9-12. The vision for this Book Club is to create an environment where kids are excited to read! The club will not feel like homework. Each week, students will read together, discuss the novel and participate in activities related to the text. The cost is $115 per student and the book is included!
Who: Ms. Zaire Richardson, head of Turn It Around Junior, will be leading our class each week! All lessons will be co-planned with CLLC Director, Blake Riley.
When: Tuesdays April 4th, 11th, 25th, May 9th, 16th and 23rd from 4:30pm - 5:30pm
Where: 14 Green Street, Charlestown, MA
Cost: $115 Book is included in the program fee!
About the Book:
It's Amanda's 11th birthday and she is super excited---after all, 11 is so different from 10. But from the start, everything goes wrong. The worst part of it all is that she and her best friend, Leo, with whom she's shared every birthday, are on the outs and this will be the first birthday they haven't shared together. When Amanda turns in for the night, glad to have her birthday behind her, she wakes up happy for a new day. Or is it? Her birthday seems to be repeating iself. What is going on?! And how can she fix it? Only time, friendship, and a little luck will tell. . .
