Helene Teaches Saving to Women of Limited Means - Mexico

While in Puerto Vallara, Mexico I teamed up with an organization founded by a former American international schools teacher, life myself.

I had wanted to offer Saving classes to people of very limited means so this was a good match. The organization worked with housewives whose husbands earned very little money. They taught them to create lovely objects out of recycled materials. The organization then sold the purses, belt, earrings and other objects to tourists and others.

I taught a simple Saving method. I created worksheets for the women to track their expenses.

I also showed them that by making some changes in ones buying habits, over a number of years, enough money could be saved to send their child to college! Throughout the classes the women's faces lit up as they saw how life changing using this method would be for their families. They thanked me and thanked me.

Taught Nicaraguan Cleaning Lady in Costa Rica

In 2010 in Costa Rica I gave private Financial Classes to a Nicaraguan cleaning lady who had been living in Costa Rica for 19 years. She had 2 children : a daughter age 19 and a son age 20.

While working at a 5 star hotel she had received some large tips in U.S. dollars and wanted to know whether she should keep the money in dollars or convert it to Costa Rican colones. I spoke with her about the pros and cons of either action.

I also shared Case Studies I had created for Costa Ricans (Ticos). She had been teaching both kids about Saving for many years but was having difficulty getting the message across to one of them. I told her to discuss the Case Studies around the kitchen table. She excitedly reported that using my Case Studies created a breakthrough moment for the child having difficulty saving.

She said "Helene is a Missionary going to different countries and helping people change their lives."

Helene Taught Financial Topics in Costa Rica

Last year, while in Costa Rica I taught Saving and Investing at the National Public Library.

Costa Rica does not have an active equity Stock Market so I focused the classes on Bonds.

I used Case Studies for all my classes. I got Fact Sheets of different Bond funds and taught my participants how to read them.

In just a few sessions, the participants said how life changing these classes were for them. I was so gratified.

Helene's Financial Classes in Mexico

Over a number of years I have been teaching financial topics in the U.S. and overseas. In 2010, In Puerto Vallarta, Mexico I taught a group of businessmen Saving and Investing. Mexico has a very active stock market and the businessmen told me they had long been wanting to learn about it but no one offered classes.

I had 3 sessions: Saving

Investing in Stock

Investing in Bonds

I taught in Spanish. My teaching method was to use Case Studies I had created myself in Spanish.

First I had to teach myself about Mexico's financial system.

All of my class participants said the classes were life changing.