Family Money Skills

Help low-literacy families gain the critical life skills needed to make smart financial choices.

Download Workshop

Money Management for Adult Learners

Help adult learners identify ways to make continuing education an affordable way to better their life.

Download Workshop

Rebuilding Financially After Domestic Violence

Help domestic violence victims build a financial foundation and make plans for the future.

Download Workshop

Working Women

Designed to give newly-employed women basic information on how to make sound financial decisions.

Download Workshop
Tools for Financial Planning Professionals

Financial professionals work day in and day out helping others meet their financial goals, whether it’s saving for college, buying a house, or planning for retirement. Financial Workshop Kits can help you reach out to a broader community in your pro bono efforts by providing tools and resources to deliver financial education information to underserved audiences. These resources will help you develop a comfort level in working with specialized groups you want to assist, but with which you are unfamiliar. Financial Workshop Kits provides focus and specialization that all financial planning professionals can use to be more efficient and effective in their pro bono work.

Get started with these resources:
Financial Workshop Kits
NEFE Evaluation Toolkit
Smart About Money