| Service Region: |
Franklin 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: |
Franklin 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: |
Franklin 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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TD Bank
| Service Region: |
Franklin County |
| Resource for: |
K-12 |
| Details: |
Utilizing educational materials and curriculum endorsed by the American Bankers Association and the FDIC, TD Banknorth financial literacy presentations are available free-of-charge to any school, after school program and youth or community organization. Each financial literacy session takes about one hour to complete. Inquiries and arrangements for presenters are coordinated through the Public Affairs Officer. Employees from all of TD Banknorth's offices regularly participte in financial literacy efforts. |
| Contact: |
Jane Doherty, 802-860-3112, Jane.Doherty@TDBanknorth.com |
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111 Main Street, Burlington, VT 05401 |
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The Salvation Army
| Service Region: |
Franklin County |
| Resource for: |
Adults & Families |
| Details: |
The Salvation Army provides financial mentoring and education through individual counseling sessions and workshops. Financial Literacy materials they use 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: |
Franklin County |
| Resource for: |
K-6 |
| Details: |
Union Bank offers Save For Success, a savings program that serves approximately 20 elementary schools. The program provides a weekly banking run by parent volunteers. Youth are encouraged to adopt sound savings principles. Free instructional materials are available to schools. |
| Contact: |
Marisa McPherson, 802-888-6600, ext. 1117, MMcPher@unionbankvt.com |
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P.O. Box 667, Morrisville, VT 05661 |
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| Service Region: |
Franklin 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 quality 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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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 |
| |
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 |
| |
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 |
| |
89 Main Street, Drawer 20, Montpelier, VT 05462 |
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