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FINANCIAL
LITERACY
DEVELOPING KNOWLEDGE AND SKILLS FOR LIFETIME FINANCIAL SECURITY
Financial Literacy Course Description
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
Jackie Thomason is a retired educator with 38 years of experience in public schools as a classroom teacher, Title I Coordinator, Assessment and Accountability Director, and Assistant Superintendent. Her awards include the Presidential Award for Excellence in Science and Mathematics Teaching, Teacher of the Year Award, and the Apple Computer Innovative Technology Award. Jackie earned a bachelor’s degree in elementary education from Boise State University, and both masters and education specialist degrees from the University of Idaho in Education Leadership.
FINANCIAL LITERACY INSTRUCTOR
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