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Aging and Retirement (11)
Help older adults prepare for and navigate the financial issues that occur later in life.
Building Your Program (4)
Developing a tailored and relevant financial program for specific audiences can be daunting. Start a program that works for your community.
College Series (8)
Help young people gain money management skills and financially prepare for college and their future.
Diversity (4)
Help people with diverse backgrounds and unique challenges build financial capability.
General Financial Education (20)
Help people build financial capability through a basic approach to money management.
Health and Disability (3)
Help people affected by health and disability issues
navigate their
finances.
Housing (5)
Use these workshops to help people plan for the costs of housing and protect what they own.
Human Services (14)
Help varied underserved audiences take control of their finances and move toward a stable future.
Low Income (18)
Help low-income individuals become financially empowered by maximizing their limited assets.
Retirement Series (8)
The Retirement Series is a set of eight workshops that explores each of the eight decision areas highlighted in NEFE’s consumer Web resource MyRetirementPaycheck.org.
Special Situations (11)
Help people deal with unique life circumstances involving unexpected loss or frequent moves.
Workplace (11)
Help employees improve their knowledge and financial security through workplace financial education.
Youth (9)
Help young people gain money management skills and financially prepare for college and their future.

Retirement Series Workshops

Retirement Series: How to Pay for Health Care Costs

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to cover health care costs during retirement.

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Retirement Series: Make the Most of Your Home's Value

Informed Retirement Decisions

This workshop walks participants through the basics of determining how and when they might use their home’s value in retirement.

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Retirement Series: Managing Debt

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to manage and minimize debt.

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Retirement Series: Managing Retirement Plan Assets

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to build up and manage retirement plan assets, especially leading into retirement.

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Retirement Series: Managing Savings and Investments

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to manage their savings and Investment assets when they no longer have new income sources during retirement.

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Retirement Series: Protecting Yourself from Fraud

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to guard against fraud.

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Retirement Series: Using Work to Your Advantage

Informed Retirement Decisions

This workshop walks participants through the basics of determining how best to approach their decision of when to stop working.

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Retirement Series: When to Claim Social Security

Informed Retirement Decisions

This workshop walks participants through the basics of determining their optimal age to begin receiving Social Security benefits, given their unique set of financial and life circumstances.

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