Workshop Description

Putting Your Money to Work: The Basics of Creating a Strong Financial Plan

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George Mason University Center for Economic Education

Jul 27, 2021
4:00 pm - 5:00 pm
Grade Level: High School, Middle School
Potential Recertification Credits: 1

As the old adage says, “A failure to plan, is a plan to fail.”  In this session, we will explore the fundamental steps that consumers should take to make a strong savings and investing plan to ensure a secure financial future. This session will also introduce lessons and simulations educators can use when guiding middle and high school students in creating their first financial plan.

We will be joined by Kristin Lindsay, CPA and Financial Planner at Versus Financial Partners in Richmond, VA.  Kristin will share her expertise in using the goals and dreams that are important to investors as a means of creating a financial plan.


Instructor: O. Kate Scott, Associate Director
Contact Person:
O. Kate Scott, Associate Director
Center for Economic Education
George Mason University

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