| Service Region: |
Windsor 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 |
| |
6 South Main Street, Rutland, VT 05701 |
Top of Page
| Service Region: |
Windsor County |
| Resource for: |
Teens & Adults |
| Details: |
Bank speakers are available on a variety of topics including financial scams, personal finance, credit, consumer loans, and first-time home buying. Masocma has taught the Ben Phipps program: Business & Entrepreneur Network, "Where Did the Money Go?" |
| Contact: |
Sally McEwen, 603-448-3650, sally.mcewen@mascomabank.com |
| |
67 North Park Street, Lebanon, NH 03766 |
Top of Page
| Service Region: |
Windsor 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 |
Top of Page
| Service Region: |
Windsor County |
| Resource for: |
Adults |
| Details: |
Education and personal assistance is offered to both those seeking to buy a home and homeowners. An 8-hour homebuyer workshop provides an overview of the homebuying process. Individual assistance includes credit report reviews and developing a homebuying plan. Homeowners may receive help with refinancing, delinquency intervention and foreclosure prevention. |
| Contact: |
Bruce Whitney, 802-885-3220, ext. 222, bwhitney@vermontel.net |
| |
90 Main Street Suite 1, Springfield, VT 05156 |
Top of Page
| Service Region: |
Windsor 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 |
| |
|
Top of Page
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 |
| |
84 S. Main Street, 2nd floor, Barre, VT 05641 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
| 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 |
Top of Page
