Financial Literacy Series
VT PoC hosted a FREE monthly workshop series focused on developing financial literacy skills. Each month, the virtual series featured a different topic and speaker related to personal finances.
Our Audience
In keeping with our mission, this offering was 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 welcomed folks of all identities to contribute to the event.
Time Commitment
Sessions were held on the first Thursday of every month from 6:00-7:30pm.
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
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
Tax Basics
Host: Michael McClintock (CVOEO)
Thursday, December 7, 2023
6:00-7:30pm
Virtual
