Take a few minutes to learn about our organization and why what we do makes a difference.

 Program Date & TimeLocationProgram Fee
Register NowFriday, November 8, 2019
9am - 4pm
Federal Reserve Bank of Atlanta$75
Register NowFriday, December 13, 2019
9am - 4pm
Wealthy Habits - Dunwoody, GA$75



  • 1 in 5 U.S. Teens Lack Basic Financial Literacy Skills
  • Only 17 of our states require a personal finance course to graduate HS
  • 77% of college students have credit card debt

Help us improve your community and your students’ futures;  join us in teaching financial literacy to your students.

The Jonathan D. Rosen Family Foundation created the Wealthy Habits program to build meaningful learning experiences that enable students to learn and apply practical knowledge and financial skills to real-world challenges. The curriculum, whether used in part or in its entirety has been structured to fit easily into your current curriculum. Download the sample to see for yourself.

The JDR Family Foundation in partnership with the Federal Reserve Bank of Atlanta is pleased to offer teacher training workshops and materials designed from our middle school curriculum.

Our Teacher Training program is designed to help teachers understand the materials and provide direction for facilitating the program in the interactive manner that has proven to increase retention and interest. Teachers are also provided with the Teacher Guide and the electronic files of all materials to use in their classroom. The content is aligned with the Georgia Performance Standards for middle school personal finance SS8E5.

About Wealthy Habits Programs

Wealthy Habits financial literacy programs mix fun and finance. Our philosophy is to show students how making smarter choices now will benefit them in the future. By participating in interactive activities and role-playing games, they experience what life as an adult might look like (working, paying bills, making financial choices, etc.). They soon understand how choices along the way can affect their financial futures.

Since its launch in 2012, Wealthy Habits has taught over 5,000 students through its own day programs and camps. Student and parent feedback continue to prove the outstanding impact Wealthy Habits has on its students.

Why Wealthy Habits

Adults who are financially successful generally develop wealthy habits through behaviors and examples modeled by their parent(s) or guardians and their teachers. Wealthy Habits is intended to provide the tools to assist in teaching the value of wise money management, ultimately opening an opportunity for a child’s financially secure future.

What’s Included:

Training Session

Printed Teacher Binder

Electronic files of all materials

CEU/CPDU Certificate


$75 (Includes training and all materials)

Download a Sample

Addressed Economics...

I’m excited to use a lot of these lessons in my 6th grade class because it addresses economics.


nature definitely keeps students interested. Great Class! Great Instructors!

The Training Session was FUN!

It was wonderful – clear, engaging, relevant and fun! I am appreciative that I can implement immediately.

Meaningful and interactive...

The training was meaningful and interactive. The presenters were passionate and facilitated the activities. The materials are a fantastic support.

Great Materials...

The program seems easy to teach and understand. Great materials! I will match to my AKS and use most of these units.

User friendly...

The resources were user-friendly and helpful. The session was very informational with group interaction. It made me think about my own finances.
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