Financial Education Resources - Lamoille County

Capstone Community Action

Resource for Adults
Details
Since 1997, through our Tangible Assets program, we have offered free financial literacy training to low and moderate income central Vermonters. We offer financial education on all subjects, including budgeting, saving, retirement, credit and debit cards, banking, insurance, investing, identity theft, income tax planning, and credit building and repair. We also offer one-to-one financial counseling and credit clinics. We regularly schedule both comprehensive courses and single classes and are available to conduct employer-sponsored classes on a sliding scale. Through our Micro Business Development Program we offer business financial education called Business Building Blocks and personal financial education called Build Your Money Muscles.
Contact
Liz Scharf, Savings & Credit Program Coordinator, (802) 476-8493, lscharf@capstonevt.org
195 U.S. Route 302, Berlin-Barre, Vermont 05641

New England Federal Credit Union

Resource for Teens and Adults
Details
Financial education information and classes are available online that cover a full range of personal financial issues. View articles, videos, audio/radio podcasts, take online classes, use interactive calculators, and learn about available traditional classroom-oriented seminars.
Contact
Susan Zahn, 802-879-8765, zahn@nefcu.com
141 Harvest Lane, Williston, VT 05495

TD Bank

Resource for K-12
Details
The TD Bank WOW! Zone is an online, interactive learning tool for children and teens. TD Bank WOW! Zone also provides grade appropriate lesson plans for educators on a range of financial topics and gives parents helpful suggestions for talking to kids about money. Inquiries and arrangements for presenters are coordinated through the Public Affairs Officer. Employees from all of TD Bank's offices regularly participate in financial literacy efforts.
Contact
To have a trained TD Bank instructor visit your school or organization, go towww.tdbank.com/wowzone and click on "Contact Us" or call 856-533-4574.

Union Bank

Resource for K-12
Details
Union Bank offers, Save For Success, a savings program that serves area schools. The program provides a weekly banking run by parent volunteers. Youth are encouraged to adopt sound savings principles. Free instructional materials and speakers are available to schools.
Contact
Monica Wood, 802-888-6600 ext. 18048, mwood@unionbankvt.com
20 Lower Main Street, Morrisville, VT 05661

VSECU

Resource for K-12 and Adults
Details
Services are offered to residents of Lamoille county through the Montpelier office. Free workshops and seminars are available statewide on a range of financial topics including budgeting, debt management, credit cards, credit reports and scores, and homebuying. Guest speakers also are available for groups and schools. Web-based financial literacy programs for elementary, middle and high school youth are available through the credit union web site.
Contact
(802) 371-5162
1 Bailey Avenue, Montpelier, VT 05602

Contact Us

Office of the State Treasurer
109 State Street
Montpelier, Vermont 05609
Main Phone: (802) 828-2301
Toll Free: (800) 642-3191

PUBLIC INFORMATION REQUESTS TO:

Ashlynn Doyon at treasurers.office@vermont.gov

Click Here - For Public Records Database

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