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ABOUT

Financial Literacy Course

The goal of this course is to make learning the basics of finance engaging, non-threatening, and easy to understand. An important financial asset for educators is PERSI—a defined benefit plan. Since this course was designed for Idaho educators, understanding PERSI is a primary focus. The instructor does not sell products or services. Participants will:

Build a Financial Literacy Foundation

Develop a deep working knowledge of the PERSI Retirement System

Explore Pre-Tax Retirement Investment options for Educators

Review School District Benefits (sick leave accumulation rules, retirement health insurance)

Understand the basics of Social Security

© 2021 by COMPASS CONSULTING

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