Financial Education Resources - Statewide

Statewide Resources

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

Internal Revenue Service

Resource for Teens and 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, 802-989-7439, grant.c.peterson@irs.gov
128 Lakeside Avenue, 2nd floor, Burlington, VT 05401

Jump$tart Vermont Coalition

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

More Than Wheels

Resource for Adults
Details
This non-profit organizations assist people to get the reliable, affordable transportation they need to get to work and to take care of their families by providing access to very low interest rates for their loans. They provide educational opportunities to help clients increase their financial skills from developing and managing their household budgets to improving their credit and saving for the future. Services offered in Vermont and throughout New England.
Contact
Please call, 866-455-2522, info@morethanwheels.org
15 Eagle Court, Keene, NH 03431

U.S. Department of Housing and Urban Development

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
95 St. Paul Street, 4th floor, Burlington, VT 05401

U.S. Small Business Administration

Resource for Teens and 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, Department of Financial Regulation

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

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, Department of Financial Regulation

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

 

Contact Us

Office of the State Treasurer
109 State Street
Montpelier, Vermont 05609

Main Phone: (802) 828-2301
Toll Free: (800) 642-3191
S M T W T F S
 
 
 
 
 
1
 
2
 
3
 
4
 
5
 
6
 
7
 
8
 
9
 
10
 
11
 
12
 
13
 
14
 
15
 
16
 
17
 
18
 
19
 
20
 
21
 
22
 
23
 
24
 
25
 
26
 
27
 
28
 
29
 
30