EmailMe Form - generation2080 - Quarter 1 Worksheet

Name *

First Last

Email *

Phone *

### - ### - ####

Who is your case manager? *

Date you watched the Getting Started with generation2080 video. *

What is your Skyla account number (will be hidden)? *

Where are your other bank accounts (no account numbers, please). *

Do you have retirement accounts (401k, IRA)?

Describe the type of retirement accounts and where those are.

If you do not have a retirement account, would you like to begin saving in one?

This can be a company sponsored 401k or similar or an individual IRA.

Have you opened a Credit Karma account? If "no", please open one and keep account name and password. *

Please share your username and password with your case manager.

You can change your username and password later if you want to.

Describe what wealth means to you? *

Who do you know that has achieved a level of wealth that you can achieve (not a celebrity)?

What are your financial goals that we can work on? *

What action steps have you taken to begin to achieve these goals?

QUIZ QUESTION:
What are the 2 best ways to build wealth in the US? *

ACTION Steps:
What action steps did my case manager and I agree to? *

NEXT STEPS:
When is the next time I meet with my case manager for generation2080 discussion? *

NEXT STEPS:
Make an appointment with a Common Wealth Charlotte certified financial counselor. Obtain a spending analysis and complete it before your appointment with CWC. Write the date that you submitted the request to CWC below. *

I know that I have to complete the video, worksheet and meet my case manager to receive my savings account match. *

I know that I need to save every two weeks as part of the generation2080 program. I may be withdrawn from the program if I go longer than 3 months without saving. *