Monetta Financial Education Kit
Monetta's Financial Education Overview
Monetta Financial Services, Inc. has always had a passion to educate kids about money. A basic understanding of money and how it works helps create smart consumer habits that can lead to financial independence.
How do we teach those concepts in an interesting and fun way? Monetta uses an initial education kit (see below), a quarterly newsletter, and ongoing interactive games and activities to encourage kids to learn basic money concepts. The educational activities allow kids to win prizes and awards, keeping them engaged and entertained.
The Quarterly Newsletter includes:
- Monetta Financial Education Materials
- Financial concept lessons
- Profiles of successful entrepreneurs
- Laughing Studio (kid-friendly jokes)
- Financial Quizzes, where kids can win prizes
When you register in the Tuition Rewards Program, students will receive a financial education kit which includes the following:
- Savings bank
- Latest Quarterly newsletter
- Money-themed activity book
- USB drive with financial education materials
- Cellphone stand with mini wallet
- Collectible stock certificate baseball cards
- Sunglasses – Your future looks bright when you save!
To order a kid’s financial kit for an account opened through an intermediary i.e. Schwab, Fidelity etc. please complete the forms. (Please note that by completing this form you are certifying that each child registered has a custodial account in the Monetta Core Growth Fund.)
Monetta reserve’s the right to substitute a product of equal or greater value.
Request a Monetta Kids Financial Kit!
Please note-once registered into the SAGE Program, you will be sent an email from SAGE requesting a user name and password. After this has been established, you will then be able to enroll all of the children in your immediate and extended family and begin earning your Tuition Rewards!
Monetta Financial Services, Inc. | 1776-A S. Naperville Road, Suite 100, Wheaton, IL 60189 | Phone: 630-462-9800 | Email: email@example.com
Please read the Prospectus carefully before you invest. It contains more complete information about the Monetta Funds, including risks specific to each fund, fees and expenses. A free, hard-copy of the prospectus can be obtained by calling 1-800-241-9772.
Mutual fund investing involves risk. Principal loss is possible. The Funds may make short-term investments, without limitation, for defensive purposes, which investments may provide lower returns than other types of investments. The portion of the Monetta Core Growth Fund that invests in underlying ETF’s that track the Index will be subject to certain risks which are unique to tracking the Index. By investing in ETF’s, you will indirectly bear your share of any fees and expenses charged by the underlying funds, in addition to indirectly bearing the principal risks of the funds. Growth-oriented funds may under-perform when growth stocks are out of favor. Please refer to the prospectus for further details. While the funds are no-load, management and other expenses still apply.
Diversification does not guarantee a profit or protect from loss in a declining market.
Tuition Rewards are remitted solely as a reduction from the college’s full tuition bill and are not awarded in cash. Certain restrictions may apply. The Tuition Rewards program is offered and administered by SAGE Scholars, Inc., a private for-profit corporation. Monetta Financial Services, Inc., (MFSI) through a partnership with SAGE Scholars offers a college tuition reduction program that may be used at over 375 participating colleges nationwide. All costs for the College Savings Program, including participation in the Tuition Rewards Program, are paid by MFSI. For program details and restrictions please visit www.tuitionrewards.com.
Tuition Reward registration bonus points are issued one time only. If the investor and/or student already has a Tuition Rewards account through Monetta or another SAGE financial partner, he or she is not eligible for additional registration points.
For custodial accounts, MFSI has a “college savings program” where the Monetta Shareholders automatically receive an investment kit, a quarterly newsletter, various educational materials and in addition, if enrolled, will receive Tuition Rewards.
All cost for the College Savings Program including participation in the Tuition Rewards Program are paid by MFSI.
Automatic investment plans do not assure a profit and do not protect against a loss in declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels, and investors should consider their financial ability to continue purchases through periods of low price levels.
The Fund’s website contains links to third-party websites. The Fund and the advisor are not affiliated with, sponsored by, or endorsed by any 3rd party website. Monetta Funds are not responsible for, nor can guarantee the accuracy of, information on 3rd party websites.
Monetta Financial Services, Inc. is the adviser to the Monetta Funds. The Monetta Funds are distributed by Quasar Distributors, LLC.