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Financial Education Resources - Franklin County

Champlain Valley Office of Economic Opportunity, c/o Financial Futures Program

Resource for Adults 18 and over
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 savings, first time investing, and more! We also offer the opportunity to view your credit report and score, access tools to increase your score, and to create easy, clear steps to improve your credit picture. All services through the program are free to low/moderate income Vermonters. Please call to set up an appointment and/or for a class schedule.
Contact
Libby Wentworth, 802-860-1417 ext. 114, growingmoney@cvoeo.org
255 So. Champlain St., Burlington, VT 05401 (Mailing address: P.O. Box 1603, Burlington 05402)

New England Federal Credit Union

Resource for Teens and 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

Peoples Trust Company

Resource for grades 2-4, grades 9-10 and 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
25 Kingman Street, St. Albans, VT 05478

TD Bank

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
To have a trained TD Bank instructor visit your school or organization, go towww.tdbank.com/wowzone and click on "Contact Us" or call 856-533-4574.

The Salvation Army

Resource for Adults and 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
The Learning Zone, 802-864-6991, ext. 103
64 Main Street, Burlington, VT 05401

Union Bank

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
P.O. Box 667, Morrisville, VT 05661