Perfect match: Junior Achievement and Financial Literacy Month

Dave Paulsen tkc.profilePicture Written by: Dave Paulsen
April 11, 2019

5 Min readClock Icon

In financial services, we talk a lot about working toward the future. But we also relish the opportunity to work directly with the future.

Thanks to our longstanding relationship with Junior Achievement (JA), we get to do just that.

As a father and financial professional, there are few educational campaigns that hit home more than Financial Literacy Month. Not only is it a perfect time to celebrate helping our clients make smart decisions that impact their overall Wealth + HealthSM, but it’s also a chance to meet their children and grandchildren to plant the seeds of working toward a secure financial future.

Through JA Finance Park, Transamerica employees volunteer their time and knowledge to teach young people about budgeting, taxes, and other real-life costs they currently take for granted. The program initially included only our Denver office, but last year we expanded our locations to Baltimore and Cedar Rapids, Iowa.

Junior Achievement has locations nationwide, and I encourage our employees and business teams to consider giving a few hours of their time to JA Finance Park ( find a location near you). If you can’t make it in person, you can support JA with a donation.

Our Denver team recently volunteered at a JA event, providing firsthand insight about paying bills, buying insurance, and the importance of investing for retirement. As the video shows, it was an eye-opening experience for many of the students.

Check out this video to see more from Denver’s JA Finance Park.

Proud history

Like Transamerica, Junior Achievement has a long history of promoting financial literacy. In fact, the organization is currently celebrating its 100th birthday. During the 2017-18 school year alone, it touched 115,000 lives, so imagine the impact it’s had over the past 100 years.

“Junior Achievement taught me that my financial future is my responsibility and totally within my control,” said Transamerica retirement plan specialist John DeJong, a JA alumnus.

According to a survey of Junior Achievement alumni, students who go through the program are 143% more likely to have started a business than the general public. Some might even end up as financial professionals.

DeJong and other employees at Transamerica lead the charge when giving their time to help others pursue their best future possible.

“When I moved out on my own, I thought back to my JA experience and immediately knew necessities and savings came first,” said Transamerica Marketing intern Larosa Shelton, another Junior Achievement alum.

Along with several other Transamerica colleagues, I’ll be at JA Finance Park in Denver on April 18, sharing my experience with the next generation. Whether it’s this month or next, I hope you find time to do something similar in your community.

After all, financial literacy is a year-round endeavor.

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