JA Finance Park | Advanced

Welcome to JA Finance Park, Presented by Transamerica!

With Brian Florey – Business Development Manager, Transamerica

Theme 3: Financial Responsibility and Decision Making

3.1 Foundation – Financial Decision Making

The Importance of Savings

With Amelia R. Marcum, William Forbes, & Ryan Blue – Youth Advisory Board, Young Americans Bank

Theme 4: Planning and Money Management

4.1 Foundation: Next-Level Budgeting

Purchasing a Vehicle

With Toyota

Purchasing Furniture

With Douglas Major – Sales Trainer, American Furniture Warehouse

The Importance of Budgeting

With Oyuky Rodriguez – Wealth Management Associate, Wells Fargo

Theme 6: Investing

6.1 Foundation: Investing for the Future | 6.2 Extension: Investing for Retirement | 6.3 Extension: Purchasing Stocks


With Nichole Lopez, Andrew Goudy, & Michelle Sulek – Elevations Credit Union

Simulation Prep

Time, Treasure, & Talent: How You Can Donate to Non-Profits in Various Ways

With Kristin Todd – Executive Vice President, Grants Programs, Daniels Fund

Our Impact

2022-2023 School Year

Students Reached
Schools Reached
Districts Reached