Financial Mentorship Program
Each of the 12 lessons below includes a guide, an activity, and a social media post. Use this material to share the program with your clients.
DOWNLOAD AND SHARE
- Starting with Lesson 1, download the guide and activity document to share through email, newsletter, or any other client communication that works for you.
- Although the program was designed to share one lesson per month over the course of a year, feel free to use a frequency that makes the most sense for you and your clients.
SOCIAL MEDIA
If you have a social media presence, you can use the social media post content—including messaging and images—to promote the program and lesson for that month.
Social Media Post 1
Women as Money Mentors: Get Started
Money can be a difficult topic for anyone, including women. Empower the next generation by becoming a money mentor to a young person in your life. We have 12 lessons to help you get started. Start by sharing our “Power of Planning” lesson.
Social Media Post 2
Women as Money Mentors: Lesson 2
Women who mentor young people about money say the key is getting them to set a goal and take steps to reach it. Start the process with our “Getting to Your Goal” lesson, part of the Women as Money Mentors program.
Social Media Post 3
Women as Money Mentors: Lesson 3
As part of our women’s mentorship program, you can share tips for smart saving and spending with the young people in your life. Our “Decision-Making” lesson provides a simple guide.
Social Media Post 4
Women as Money Mentors: Lesson 4
If you want to be the kind of woman who mentors young people about money, one important element is showing them how to make wise decisions. Our “Decision-Making” lesson can help.
Social Media Post 5
Women as Money Mentors: Lesson 5
Inflation can be a hidden risk to meeting your finanical goals. Use our lesson on inflation to share your knowledge with the next generation.
Social Media Post 6
Women as Money Mentors: Lesson 6
How will inflation affect college costs going forward? As a woman who mentors young people about money, you can use our lesson on inflation to start the conversation.
Download Post Image
Social Media Post 7
Women as Money Mentors: Lesson 7
Help the young people in your life understand different types of investments. You can be a strong role model by showing them the building blocks in our “Asset Allocation” lesson part of our Women as Money Mentors program.
Social Media Post 8
Women as Money Mentors: Lesson 8
As part of our women’s mentorship program, you can use the “Asset Allocation” lesson to play a fun game about investing $10,000. Share it with the young people in your life.
Social Media Post 9
Women as Money Mentors: Lesson 9
The next lesson in our Women as Money Mentors program focuses on the importance of diversification. Reach out for all our resources to help you become a money mentor. Use our “Diversification” lesson to make the point.
Social Media Post 10
Women as Money Mentors: Lesson 10
Young people in your life may not know much about investing. That’s OK. As a strong role model, you can share your knowledge, including our “Diversification” lesson.
Social Media Post 11
Women as Money Mentors: Lesson 11
Young people look up to positive role models for insight on life, including money. In this “Program Summary,” review the five concepts that are the hallmark of our financial mentorship program.
Social Media Post 12
Women as Money Mentors: Lesson 12
We hope you’ve shared our financial mentorship program with the young people in your life. Check out the conclusion, along with a handy glossary of financial terms they should know. Congrats!
Contact Us
Broker-Dealer
877.561.7670
AdvisorServices@troweprice.com
RIA & Regional Bank
877.561.7670
AdvisorServices@troweprice.com
DCIO
800.371.4613
DCIO_Sales_Desk@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
202410-3872500
