[Natfinwellness] Project FREE looking for information handouts

[Claudia Villicana]

Hey Matt!

Good to see you on here. If you're looking for good handouts, the National
Endowment for Financial Education has workshop kits on all kinds of topics
that include presentations, handouts and worksheets:

http://www.financialworkshopkits.org/workshops.aspx

They even have workshop materials on money management for adult learners,
which seems appropriate for what you're looking for.

Best of luck!

Claudia Villicaña
Financial Wellness and Outreach Manager
Financial Aid and Scholarships Office
University of California, Berkeley


On Tue, Sep 13, 2016 at 2:09 PM, Matt J. Goren <mjgoren at gmail.com> wrote:

> Hello fellow educators!
>
> Project FREE is a grant-funded project to help improve the lives of foster
> and single parents in North Georgia. "Discovering Money Solutions" is the
> financial literacy component provided by the University of Georgia
> financial planning program, of which I'm a faculty member.
>
> As we construct the modules for DMS, we'd like to provide informational
> handouts to our adult student-clients. Topics we're considering include
> free tax filing resources (e.g., VITA and Turbo Tax Freedom Edition) as
> well as how-to guides for opening a Roth IRA to purchase index funds.
>
> Rather than re-invent the wheel, we're hoping to leverage the national
> financial literacy community's resources. To that end, do any of you have
> or know of a good set of 1 to 2 page handouts and guides that we could
> distribute?
>
> Once I've compiled these resources, I will happily share the list with the
> listserv (if there isn't already a great list). I'll now plug a couple
> lists I already know of:
>
> 1. Colin Ryan and his team have compiled a great list of resources that
> are well-suited to classroom demonstrations: http://www.colinryanspeaks.
> com/resources/
> 2. Sante Fe College's Smart Investing program also has a good list of
> articles, books, and websites well-suited for self-guided learning:
> http://dept.sfcollege.edu/library/library_guides/financial_literacy/
> 3. Edutopia has a great list of guides and activities for kids and teens:
> http://www.edutopia.org/financial-literacy-resources-guide
> 4. The US Treasury has compiled a list of all sorts of things financial
> literacy, so enormous that no single person could ever read through it all:
> https://www.occ.gov/topics/community-affairs/resource-directories/
> financial-literacy/index-financial-literacy.html
> 5. The Financial Planning Association supposedly has a list of resources
> but it is not clear to me whether they are available online. I will share
> them as soon as I receive their call back.
>
> Thank you for your time and help!
>
> *Matt J. Goren <http://www.mattgoren.com/>, PhD
> <http://psychology.berkeley.edu/>*
> Financial Literacy Educator, Advisor, & Consultant
> || mjgoren at gmail.com | (706)202-5566 <706-202-5566> | Dawson Hall Room 262
> <https://www.google.com/maps/place/College+of+Family+and+Consumer+Sciences/@33.9472825,-83.3735964,15z/data=!4m8!1m2!2m1!1sdawson+hall!3m4!1s0x0:0x6888aec4654b4e49!8m2!3d33.9470202!4d-83.3756679>
> || Candidate for CFP® Board Certification <http://www.cfp.net/>
> <http://www.cfp.net/>
>
> <http://www.fcs.uga.edu/fhce> ||  <http://www.aspireclinic.org/> ||
> <http://www.fcs.uga.edu/hmre/projectfree> ||  <http://www.arete-ws.com/>
>  ||  <http://www.beyondberkeley.com/>
>
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