Financial Education Resources - Statewide

Statewide Resources

Some of the providers listed only by county, also offer statewide services.
Such services are indicated in each description. 

Consumer Credit Counseling Service of NH-VT

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
  84 S. Main Street, 2nd floor, Barre, VT 05641

Internal Revenue Service

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
  199 Main Street, Burlington, VT 05401

Jump$tart Vermont Coalition

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
  131 Main St. 8th Floor, Burlington, VT 05401

National Endowment for Financial Education

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
  5299 DTC Boulevard Suite 1300, Greenwood Village, CO 80111

U.S. Department of Housing and Urban Development

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

U.S. Small Business Administration

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
  87 State Street, Room 205, P.O. Box 605, Montpelier, VT 05601

Vermont Banking Division, BISCHA

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
  89 Main Street, Drawer 20, Montpelier, VT 05620

Vermont Commission on Women

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

Vermont Securities Division, BISHCA

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