In the midst of COVID-19, information is constantly changing and evolving - at the local, state, and national level. This page is designed to keep you up-to-date on resources and initiatives that support the work you do.
These resources will help you educate your clients about the importance of being financially prepared for a disaster or emergency before the unexpected occurs.
In coordination with America Saves Week 2019, "Save with a Plan" was developed as a volunteer collaborative effort among professionals from several organizations. Each group, both collectively and individually, is dedicated to helping individuals live their best lives.
A professional development resource library, developed in partnership with FINRA Foundation.
What you need to know about investing for college and retirement: maximize your retirement investments; 5 keys to investing success; where to invest your college money; and getting help with your investments. Written by the editors of Kiplinger's Personal Finance. Brought to you by the Investor Protection Trust, the Investor Protection Institute and When I'm 65.
These cards are a fun, hands-on tool that help people quickly come to understand how their habits and attitudes about money influence their financial decisions. Use them with individuals and couples for financial counseling and coaching; with groups in classroom settings and workshops; or with universities for financial aid events, peer counseling, residence life programs and financial education.
Designed by Cooperative Extension Family Resource Management Specialists from 10 states across the North Central Region (NCR), the Student Loan TIPs toolkit provides an innovative and effective framework to increase student awareness and efficacy in the student loan repayment process.
The 2018 Mary O'Neill Mini Grant recipient: Ensuring Montanans diagnosed with Alzheimer's Disease and related dementias and their family caregivers have access to Montana specific materials about legal and financial resources!
A free online database of personal finance education resources for use by teachers, parents, and everyone committed to financial smarts for students. More than 700 resources from a variety of national leaders in education, financial services firms, government agencies, professional association, and other sectors. Materials address one or more of the 2015 National Standards in K-12 Personal Finance Education provided by the Jump$tart Coalition.
A comprehensive set of tools that can be used with clients to develop a personalized, self-directed debt elimination plan.
Advantage® designs and publishes financial education slide calculators. Their mission is to help increase financial literacy and readiness, empower positive economic choices and encourage thoughtful financial behavior.
Want to host a "When I’m 65" screening & conversation in your community? Download our guide to get started!
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