VT PoC’s Financial Literacy Series

About

VT PoC is excited to host a FREE monthly workshop series focused on developing financial literacy skills. Each month, the virtual series will feature a different topic and speaker related to personal finances.

Our Audience

In keeping with our mission, this event is for Black, Indigenous, and People of Color (BIPOC) community members as an affinity space for the purpose of bringing together Vermonters of color from across the state to build community. We welcome folks of all identities to contribute to the event.

Time Commitment

These free sessions are held on the first Thursday of every month from 6:00-7:30pm.

Upcoming Sessions

Holistic Financial Planning: Budgeting, Goal Setting, Retirement

Hosts: Anastasia Surmava (Commonwealth Financial Group), Amanda Peden (Commonwealth Financial Group)

Thursday, September 7, 2023
6:00-7:30pm
Virtual

Understanding Life Insurance

Host: Cathy Duffy (Baystate Financial)

Thursday, October 5, 2023
6:00-7:30pm
Virtual


Past Sessions

New Year, New House!

Host: Vermont Housing Finance Agency

Thursday, January 19, 2023
11:30-1:00pm | 6:00-7:00pm
Virtual

Understanding Your Personal Finances: Unpacking Your Attitude Towards Money & Introduction to Budgeting

Host: Shanda Williams

Thursday, February 2, 2023
6:00-7:00pm
Virtual

‘Tis the Season for Taxes!: VITA Program Overview

Host: Travis Poulin (CVOEO)

Thursday, March 2, 2023
6:00-7:00pm
Virtual

Understanding Your Personal Finances: Credit & Money Management

Host: Barbara Geries (Champlain Housing Trust)

Thursday, April 6, 2023
6:00-7:30pm
Virtual

Understanding Your Personal Finances: Credit Mitigation & Pre-Qualification

Host: Jonathan Goffe (Finance Consultant)

Thursday, May 4, 2023
6:00-7:30pm
Virtual

Basics of Buying & How to Prepare!

Hosts: Julie Curtin (Champlain Housing Trust), Barbara Geries (Champlain Housing Trust)

Thursday, June 1, 2023
6:00-7:30pm
Virtual

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