The June 27, 2025 Iowa Jump$tart Financial Literacy Retreat was a blooming success! Hosted at a beautiful Iowa attraction surrounded by vibrant gardens and leafy trees, this special event brought together a dedicated group of educators to focus on strengthening financial literacy in classrooms across the state.
Thanks to the generous support of our sponsors—ISL Education Lending, Youth Development Fund, Community Choice Credit Union, and the Iowa Department of Insurance and Financial Services—the retreat was completely free for attendees. In fact, several educators were able to enjoy overnight accommodations and received a $50 travel stipend, ensuring access from all corners of the state.
Highlights That Made Us Grow
The retreat opened with engaging presentations from Kevin Gartman (Montezuma HS) and Mike Johnson (CFP and former SE Polk HS Educator). They shared insights into the Personal Finance Challenge, a dynamic competition where students step into the role of a CFP and work through emotional, real-world case studies. It’s financial learning that goes far beyond the numbers.
Later, educators took time to explore the stunning gardens—complete with flowers in full bloom and even a replica of a classic schoolhouse, a charming and fitting surprise. These quiet moments offered time to reflect, recharge, and connect.
A major moment of celebration came when Carissa Lewis from Ames High School was awarded a scholarship to attend the National Educator Conference (NEC) in Boston—a well-deserved honor! If you are an educator interested in going too, there is still time to apply to get the 2 other all expense paid scholarships. See details on the NEC website.
Hands-On Learning and Big Takeaways
With only 8 educators from middle and high shool in attendance, the retreat felt personal, interactive, and truly impactful. Sessions sparked meaningful conversations and practical takeaways. A standout was the retirement planning game, which helped teachers understand just how eye-opening Social Security estimates can be.
Participants left with classroom-ready materials, lots of resources from exhibitors, and ideas they can implement right away.
Thank You to Our Amazing Speakers
Special thanks to our engaging speakers:
- Mike Johnson from TeacherWealth
- Kevin Gartman from Montezuma High School
- Heather Gaumer from Sallie Mae
- Carolyn Steckelberg from Iowa State University’s Department of Human Development & Family Studies
- Heather Kriener from the Iowa Insurance Division
Their expertise helped make the day both educational and inspiring.
Looking Ahead
We’re already growing plans for next year’s retreat, which will once again offer free accommodations and travel support. Want to be the first to know about future events? Subscribe to our blog or newsletter for updates, resources, and opportunities all year long.
Let’s keep planting the seeds of financial literacy—together.
Iowa Jump$tart Coalition 