| Service Region: |
Addison County |
| Resource for: |
Adults |
| Details: |
The Growing Money Program of CVOEO offers free financial education classes and individual financial coaching to residents of Chittenden, Addison, Franklin and Grand Isle counties. Three classes are offered on a repeating basis: "Spend Smart," "Keys to Credit," and "Creating a Financial Future." Classes address financial goal setting, expense tracking, budgeting, creating an emergency fund, building credit, avoiding predatory lenders, dealing with debt, building long-term savings, investing, and more! We also offer the opportunity to view your credit report and score and discuss steps to improve your credit picture. All services through the program are free to low/moderate income Vermonters. |
| Contact: |
Libby Wentworth, 802-860-1417 ext. 104, growingmoney@cvoeo.org |
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279 N. Winooski Avenue, Burlington, VT 05401 |
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| Service Region: |
Addison County |
| Resource for: |
Teens & Adults |
| Details: |
Individual money management counseling is offered to credit union members on such topics as budgeting and debt management. Employees also are available to present in area schools on financial management. Curriculum used includes the National Endowment for Financial Education High School Financial Planning Program. Financial education services are free. |
| Contact: |
Brian Fogg, 802-773-0027, bfogg@cuvermont.com |
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6 South Main Street, Rutland, VT 05701 |
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| Service Region: |
Addison County |
| Resource for: |
Adults |
| Details: |
Merchants Bank provides financial literacy courses using the FDIC MoneySmart Program. All 36 branches in Vermont provide the free 10-module course for adults. Topics covered include budgeting, saving, borrowing, credit help, and consumer rights. Contact your local branch for more information. Branches are listed on the web site. |
| Contact: |
Doreen Allen, 802-485-5311, dallen@mbvt.com |
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70 Depot Square, Northfield, VT 05663 |
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| Service Region: |
Addison County |
| Resource for: |
All Ages |
| Details: |
The bank offers financial literacy programs that include the FDIC MoneySmart Program, Teach Children to Save Day, and Get Smart About Credit program. Teachers may receive special accounting publications. Classroom presentations are provided on deposit accounts and credit history. Parent volunteers run a school house saving program. Programs for older adults include a secure shred day, fraud seminars and a monthly newsletter. |
| Contact: |
Grover Usilton, 802-388-4982, gusilton@nationalbankmiddlebury.com |
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P.O. Box 189, Middlebury, VT 05753 |
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| Service Region: |
Addison County |
| Resource for: |
Adults |
| Details: |
A home buyer education workshop helps prepare participants to purchas a home. Topics covered include budgeting and credit, assessing your readiness to buy and getting a mortgage loan. Cost is $50 per person or $60 per household. |
| Contact: |
Kim Bina, 802-438-2303, ext. 216, kbina@nwwvt.org |
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110 Marble Street, West Rutland, VT 05777 |
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| Service Region: |
Chittenden County |
| Resource for: |
Teens & 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 |
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141 Harvest Lane, Williston, VT 05495 |
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| Service Region: |
Addison County |
| Resource for: |
Adults |
| Details: |
Rita Weisburgh works with the Home Ownership Centers in St. Albans and Burlington to provide 8 hours of home buyer education for families to qualify for home purchases. The centers charge a fee, but scholarships are available, if needed. Weisburgh also works with the CASH Coalition in Chittenden County. |
| Contact: |
Rita Weisburgh, 802-828-6003, rita.weisburgh@vt.usda.gov |
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City Center 3rd Floor, 89 Main Street, Montpelier, VT 05602 |
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| Service Region: |
Addison County |
| Resource for: |
K-12 & Adults |
| Details: |
Services are offered to residents of Addison 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: |
Lynette Kemp, 800-371-5162, ext. 5182, LKemp@vsecu.com |
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1 Bailey Avenue, Montpelier, VT 05602 |
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Statewide Resources
Some of the providers listed only by county, also offer statewide services.
Such services are indicated in each description.
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Service Region:
|
Statewide
|
|
Resource for:
|
All Ages
|
|
Details:
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GreenPath provides education programs statewide on a variety of financial literacy topics. Program presentation topics include budgeting, saving, wise credit use, debt management, rebuilding credit, basic banking, credit reports and scores, buying a car, home ownership, and identity theft. GreenPath also offers a 12-lesson financial literacy course entitled "Credit When Credit is Due." The majority of programs are offered for at no charge. Individual financial counseling is available in-person, over the phone or via the internet.
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Contact:
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Shirley Mason, 802-479-3419
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84 S. Main Street, 2nd floor, Barre, VT 05641
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| Service Region: |
Statewide |
| Resource for: |
Teens & Adults |
| Details: |
Offers "Understanding Taxes," an interactive, on-line tax education program for high school and community college classrooms that can be used for traditional instruction or as a package of downloadable print resources. Content is divided into the "How of Taxes" (tax application) and the "Whys of Taxes" (theory and history). Includes lesson plans, links to state and national standards, background information, a teacher area and student area. |
| Contact: |
Grant Peterson, 802-859-1046, grant.c.peterson@irs.gov |
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199 Main Street, Burlington, VT 05401 |
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| Service Region: |
Statewide |
| Resource for: |
K-12 |
| Details: |
Jump$tart is dedicated to helping Vermont's young people acquire the financial skills they need to become successful, self-supporting adults. Free speakers bureau service for schools and community groups. Yearly Jump$tart conference offers training to adults seeking to instruct youth in financial literacy. |
| Contact: |
Please call, 877-242-8550, VTJumpStart@comcast.net |
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131 Main St. 8th Floor, Burlington, VT 05401 |
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| Service Region: |
Statewide |
| Resource for: |
Teens |
| Details: |
Vermont schools and community educators can request free use of the NEFE High School Financial Planning Program. Approximately, 50 organizations--most Vermont secondary schools-use the free instructional materials. To order an instructor's manual and student handbooks, go to the NEFE web site linked above. For program questions, speak with Susan Sharkey. |
| Contact: |
Susan Sharkey, 303-224-3516, ssharkey@nefe.org |
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5299 DTC Boulevard Suite 1300, Greenwood Village, CO 80111 |
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| Service Region: |
Statewide |
| Resource for: |
Adults |
| Details: |
HUD offers free reverse mortgage counseling for seniors that includes examining cash flow considerations related to a person's personal financial situation. |
| Contact: |
John Olmstead, 802-951-6290, john.olmstead@hud.gov |
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159 Bank Street, 2nd floor, Burlington, VT 05401 |
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| Service Region: |
Statewide |
| Resource for: |
Teens & Adults |
| Details: |
Free guest lectures on small business ownership for secondary students and adult community groups. Topics covered include credit and credit history, business cash flow and personal cash flow,and identity theft. Lectures also cover general business issues such as finance, marketing, & economic and demographic impacts. Mazza also is available as an advisor for programs and institutions in entrepreneurial education. |
| Contact: |
Susan Mazza, 802-828-4422, ext. 209, Susan.Mazza@sba.gov |
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87 State Street, Room 205, P.O. Box 605, Montpelier, VT 05601 |
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| Service Region: |
Statewide |
| Resource for: |
Adults |
| Details: |
The Banking Division provides a broad array of educational programs to promote financial literacy, including fraud prevention, identify theft, consumer outreach, and understanding the world of banking. Programs are available upon request. |
| Contact: |
Sue Clark, 802-828-4878, sue.clark@state.vt.us |
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89 Main Street, Drawer 20, Montpelier, VT 05620 |
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| Service Region: |
Statewide |
| Resource for: |
Adults |
| Details: |
Takes part in coalition groups to educate policy makers and the public about the need for financial literacy education for women and girls. Working with service providers, tailors workshops on a variety of topics, including financial literacy. Provides a trainer listing for workers in need of salary, benefit, and flexible workplace negotiation skills. |
| Contact: |
Please call, 802-828-2851, info@women.state.vt.us |
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126 State Street, Montpelier, VT 05633 |
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| Service Region: |
Statewide |
| Resource for: |
Adults |
| Details: |
Through its Investor Education program, the Vermont Securities Division seeks to educate Vermonters on subjects such as understanding and avoiding investment fraud, understanding financial products, and understanding and selecting a financial professional. Division personnel also are available to answer questions from the public regarding the regulatory history of an individual or a business. |
| Contact: |
William Carrigan, 802-828-4858, william.carrigan@state.vt.us |
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89 Main Street, Drawer 20, Montpelier, VT 05462 |
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