Free Financial Workshop for Staff

Financial EKG Workshop: “Earn It, Keep It, Grow It,” sponsored by the United Way.

What is it?

  • A free “financial basics” workshop to help you improve the health of your financial situation.  Plus the opportunity for three free individual coaching sessions to be scheduled with after workshop completion. All workshop sessions and coaching sessions are considered paid work time.

What should I expect?

  • Fun & helpful facilitators from United Way of Addison County.
  • Time to work with your own finances in a supportive and confidential learning environment
  • Homework is required: 2-6 hours for session 1, and 2-4 hours for the remaining sessions)
  • Concrete ways to improve your financial situation by learning how to:
    • Make financial choices that match your goals.
    • Avoid financial crisis by building emergency savings funds.
    • Correct any credit problems that have built up over time.
    • Reduce the expense and stress of bill paying.
    • Find local community resources and state benefits to help you

When is it?

Tuesdays from 2:30 – 3:30

  1.  July 10                         Financial Goals        Design your future
  2.  July 17                         Spending Plans        Create your own plan
  3.  July 24                         Credit Basics           Free credit score & more
  4.  July 31                         Savings                    Build a rainy day fund

Where is it?

  • McCullough Green Lounge

Who can sign up?

  • Staff members  who would like help with the basics of managing finances

How do I sign up?

  • Contact Sheila Andrus, or at x5190
  • Space is limited so please wait for a confirmation before considering yourself registered


This program is made possible by a grant from the FINRA Investor Education Foundation through a partnership with United Way Worldwide.  Additional partners include United Ways of Addison County and Chittenden County, and Southeast Vermont Community Action.