| Service Region: |
Chittenden 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: |
Molly Grover, 802-540-2567, growingmoney@cvoeo.org |
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279 N. Winooski Avenue, Burlington, VT 05401 |
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| Service Region: |
Chittenden 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 our 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: |
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: |
Chittenden County |
| Resource for: |
Adults |
| Details: |
Educational workshops are available upon request statewide. Monthly workshops are offered on budgeting and savings, understanding credit, credit repair, homeownership, predatory lending, & basic financial services. Credit counseling is also offered and is specifically tailored to individual circumstances to aid in changing financial behavior. Services are at no charge. |
| Contact: |
Jane King, 800-865-8328, ext. 127, jking@oppsvt.org |
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18 Pearl Street, Burlington, VT 05401 |
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| Service Region: |
Chittenden County |
| Resource for: |
2-4 grades; 9-10 grades; Adults |
| Details: |
The School Bank Program is geared separately for young children and teens. The program for elementary students focuses on ways to earn money, savings, budgeting skills, and other basic banking skills. The teen program provides lessons on credit and how to prevent identity theft. Free adult community workshops are available on basic banking, retirement planning, affordable housing, identity theft, credit, and budgeting. |
| Contact: |
Angela Poirier, 802-524-2196, apoirier@peoplestrustcompany.com |
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25 Kingman Street, St. Albans, VT 05478 |
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| Service Region: |
Chittenden County |
| Resource for: |
K-12 |
| Details: |
The TD Bank WOW! Zone is an online, interactive learning tool for children and teens and provides valuable information about money, saving, banking and investing. 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: |
Julie McQuillan, 207-828-7558, julie.mcquillan@TDBanknorth.com |
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The Salvation Army
| Service Region: |
Chittenden County |
| Resource for: |
Adults & Families |
| Details: |
The Salvation Army provides financial mentoring and education through individual counseling sessions and workshops. Financial Literacy materials used include the Annie E. Casey Foundation's "Money Pals/Being Cool with Cash" (ages 8-11) and "I Know Where I'm Going/But Will My Cash Keep Up?" (ages 12-15); and the NEFE High School Financial Planning Program (ages 13-18). The Salvation Army also uses the FDIC "Money Smart" modules (ages 18+). Financial education additionally is provided for individuals who have just moved to the U.S. and need help with the money system. |
| Contact: |
Marti Tourville, 802-864-6991, ext. 103, DSSSArmy@hotmail.com |
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64 Main Street, Burlington, VT 05401 |
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| Service Region: |
Chittenden 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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Vermont Association of Business Industry & Rehabilitation
| Service Region: |
Chittenden County |
| Resource for: |
Adults |
| Details: |
Services are primarily for adults who are clients of Vocational Rehabilitation. The program, called Job Club, utilizes the FDIC Money Smart curriculum as one component of financial education. |
| Contact: |
Douglas Whitney, 802-651-1676, douglas.whitney@dail.state.vt.us |
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108 Cherry Street, Burlington, VT 05401 |
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| Service Region: |
Chittenden County |
| Resource for: |
K-12 & Adults |
| Details: |
Free workshops and seminars are available on a range of financial topics statewide 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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86 Pearl Street, Burlington, VT 05401 |
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| Service Region: |
Chittenden County |
| Resource for: |
Adult |
| Details: |
People needing money management assistance will receive referral help to financial education providers, including credit counseling. The organization serves people who have experienced intimate partner violence by providing advocacy at and referrals to numerous community and social service resources. All services are free, confidential and open to all. |
| Contact: |
General Assistance, 802-658-1996, whbw@whbw.org |
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P.O. Box 1535, Burlington, VT 05402 |
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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.
| Service Region: |
Statewide |
| Resource for: |
All Ages |
| Details: |
CCCS 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. CCCS 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. |
| Contact: |
Shirley Mason, 802-479-3419, Shirleym@cccsnh-vt.org |
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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: |
Christine Curtis, 802-859-1050, christine.e.curtis@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. Contact John Parfrey to receive an instructor's manual and student handbooks. |
| Contact: |
John Parfrey, 303-224-3516, jp@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: |
Bill 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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