Presenter Tools

The full Thinking Ahead Roadmap materials can be covered in a half-day workshop or in three 1-hour sessions. The full course includes facilitator-led group discussions, peer-to-peer conversations, and individual worksheets that participants can use to personalize their planning.

For presenters and audiences short on time, we've developed a 1-hour mini course that focuses on the first planning steps that will motivate participants to get a head start and follow through on their own.

WORKSHOP DOWNLOADS

PowerPoint presentations for presenters

These presentation slides are intended for workshop facilitators. Presentation instructions are provided in the "Notes" section of the slides. The slides and notes serve as your script, making delivery easy and stress-free.

Worksheets for participants

These worksheets help participants develop their personalized financial care plans. During the workshop, you'll have time for participants to complete each of these worksheets as a solo activity.

Slide handouts for participants

These PDF copies of the full workshop and mini course PowerPoint presentations can be shared directly with participants.

The presenter tools of the Thinking Ahead Roadmap are made available by the University of Minnesota as an educational resource to the public, for organizations to offer educational programs to their members and communities. The presentation slides and other materials found on the Thinking Ahead Roadmap website are not intended to provide legal advice or serve as a substitute for legal counsel. You have permission to download and use intact the materials on the Thinking Ahead Roadmap website, but not to modify any presentation slide or materials. You may add a title slide and contact information about your organization. You also have permission to remove any slides if you wish to shorten the program. Thank you!