The Scott Mentorship Group Financial Literacy Case Study is an intensive initiative designed to equip participants (middle school through college) with skills in case study analysis focusing on financial literacy and increase their financial knowledge of income management, and investing to thrive financially leading to opportunities to build personal and community wealth. The intent is develop and mentor individuals to improve self-worth and provide support to their respective communities.

As part of the program, students are required to open and use a Fidelity Youth Account under parental custodial oversight. This account will be used to manage stipends and practice budgeting, saving, and investing.

Parent/Guardian Authorization

I, the undersigned parent/guardian, hereby authorize my child’s participation in the Scott Mentorship Group Financial Literacy Program. I understand and agree to the following:

· My child will participate fully in program activities, including financial literacy, financial management, and case study analysis.

· My child will open and use a Fidelity Youth Account to manage program stipends and financial literacy assignments, and maintain this account with stipend funds for _____.

· I will serve as the custodian of the Fidelity Youth Account, maintaining oversight of deposits, withdrawals, and investment activity.

· My child is required to provide a budget worksheet, wealth chart, complete individual case study and group case study, and six-month update on career and financial plans as part of program accountability.

· I acknowledge that stipends and program funds are intended for educational purposes and must be managed responsibly by placing stipend in the Fidelity Youth Account.

· I agree to support my child in applying the skills learned during the program to academic, career, and community settings.

Consent & Release

By signing below, I consent to my child’s participation in the program and the use of the Fidelity Youth Account for financial literacy training. I release the Scott Mentorship Group and its facilitators from liability related to account activity, while retaining custodial responsibility for oversight.