Workshops can be a great way to share important financial information. Gaining new knowledge can be very empowering and can help increase financial confidence.

These workshops are intended to be relevant and timely, with interactive opportunities to apply new information during and after the lesson. Every participants’ financial situation and goals are unique. We encourage each learner to pick and choose the information that best suits them and to make a plan for personal action. And we hope everyone has a little fun along the way!

Financial Literacy Workshop Materials

Two financial literacy workshop curricula are available in both English and Spanish. The first workshop focuses on budgeting and saving, and the second workshop focuses on credit management. The workshops were designed to complement, rather than simply repeat, the information in the monthly newsletters.

How to Save a Dollar When You Don’t Have a Dime to Spare

Use these materials with your workshop

Before
Flyer: Save a Dollar (This flyer is customizable; add your workshop information, registration and contact information.)

During
Sign In sheet for participants
How to Save a Dollar (workshop PowerPoint), Cómo ahorrar un dólar (workshop PowerPoint in Spanish)
Handouts: How to Save a Dollar (This handout is customizable for local information on page 12.) Cómo ahorrar un dólar (in Spanish)

After
Feedback: Save a Dollar (An easy to complete 1/2 page feedback form)

Credit and Debt: Make it Work for You

Before
Flyer Credit and Debt half page flyer (This flyer is customizable; add your workshop information, registration and contact information.)

During
Sign In sheet for participants
Credit and Debt (workshop PowerPoint), El crédito y la deuda (workshop PowerPoint in Spanish)
Handouts: Credit and Debt (This handout is customizable for local information on pages 1 and 12.) El crédito y la deuda (in Spanish)
Annual Credit Report Request Form

After
Feedback: Credit and Debt (An easy to complete 1/2 page feedback form)