Financial Education Resources - Washington County
Central VT Community Action Council
| Service Region: | Washington County |
|---|---|
| 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: | Joe Hicks, 802-476-8493, jhicks@cvcac.org |
| 195 U.S. Route 302-Berlin, Barre, VT 05641 |
Community National Bank
| Service Region: | Washington County |
|---|---|
| Resource for: | Pre-K to 12th grade |
| Details: | The Totally Kids Club, for children up to 12-years old, encourages savings. Accounts may be opened with as little as $5 -- no fees. The Community Promise program for teens includes special ATM card and complete bank training session. CNB supports the ABA programs--National Teach Children to Save Day and Get Smart About Credit. Employees are available year-round for class presentations. Member FDIC. |
| Contact: | Tracy Roberts, 802-487-3512, troberts@communitynationalbank.com |
| 4245 U.S. Route 101, Troy, VT 05868 |
Granite Hills Credit Union
| Service Region: | Washington County |
|---|---|
| Resource for: | K-12 & Adults |
| Details: | Granite Hills offers individual financial and credit report counseling; free literature; and children and youth web-based materials. There is no charge for services. |
| Contact: | Brian Jaffarian, 802-522-5000, bjaffarian@granitehills.org |
| 266 North Main Street, Barre, VT 05641 |
Merchants Bank
| Service Region: | Washington 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 |
| 70 Depot Square, Northfield, VT 05663 |
New England Federal Credit Union
| Service Region: | Washington 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 |
| 141 Harvest Lane, Williston, VT 05495 |
TD Bank
| Service Region: | Washington 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 |
VSECU
| Service Region: | Washington County |
|---|---|
| Resource for: | K-12 & Adults |
| Details: | 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, 802-371-5162, ext. 5182, 800-371-5162, ext. 5182, LKemp@vsecu.com |
| 1 Bailey Avenue, Montpelier, VT 05602 |
Statewide Resources
Some of the providers listed only by county, also offer statewide services.
Such services are indicated in each description.
GreenPath Debt Solutions
| Service Region: | Statewide |
|---|---|
| Resource for: | All Ages |
| Details: | 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. |
| Contact: | Shirley Mason, 802-479-3419 |
| 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: | Grant Peterson, 802-859-1046, grant.c.peterson@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. To receive 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 |
| 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. Personnel also are available as an advisor for programs and institutions in entrepreneurial education. |
| Contact: | Susan Mazza, 802-828-4422, ext. 209, Susan.Mazza@sba.gov |
| 86 State Street, Room 205, 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: | Bill Carrigan, 802-828-4858, william.carrigan@state.vt.us |
| 89 Main Street, Drawer 20, Montpelier, VT 05462 |
