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Activity 2: Personal Investment Philosophies and Experiences

Activity time: 15 minutes

Materials for Activity

Preparation for Activity

  • Copy Handout 1 for all participants.
  • Arrange the room so all participants will be able to find a comfortable place to reflect and write. If you choose to provide clipboards, participants will be free to go outside the meeting space for five minutes of written reflection; make sure anyone who does so can track time or be easily recalled to the group.

Description of Activity

Distribute Handout 1, Personal Investment History Questions, paper, and pens. Invite participants to choose one or two questions from the handout and to respond by writing, drawing, or making notes, explaining that they will be sharing their thoughts with others. Allow five minutes for writing or drawing. Then, ask participants to form pairs to share reflections with one another. Explain that each partner will have three minutes to speak. (If you need to form a triad, its members will have two minutes each); sound a chime at each two-minute point as well as at the three-minute point, for pairs.)

Then, gather the larger group, and ask for comments, observations, and insights about the role spirituality and values play in financial investing.

Invite participants to save their reflections, which may be helpful in the creation of a financial credo in Workshop 12.

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