NEFE provides free Financial Workshop Kit webinars to engage facilitators and trainers.  Contact us to learn how!

Thank you for subscribing to updates on NEFE's Financial Workshop Kits. We have interesting updates to share this month. 

Free Tax Resources

What is more stressful than Tax Day? It turns out, only a day of mass tornadoes (source: Gallup-Healthways Well Being Index). Fortunately, we are here to help. If any of the people you work with are in need of tax help, share the following resources:
  • Volunteer Income Tax Assistance (VITA) offers IRS-certified volunteers to help qualifying taxpayers prepare and file their tax returns. To find out who qualifies and where assistance is available, visit
  • Saving Through Tax Refunds is a free Financial Workshop Kit that helps people who live paycheck to paycheck start a savings plan. With a savings plan in place, people can start to build an emergency fund and save for goals. 
  • Get Credit for Your Hard Work is Consumer Action’s new booklet about how the Earned Income Tax Credit (EITC, or EIC) can put money back into the pockets of qualifying low- and moderate-income working taxpayers when they file their tax returns. The free PDF booklet is available in English, Chinese, Spanish, Vietnamese, and Korean. 

Help Us Enhance the NEFE Evaluation Toolkit

Measuring the impact of a financial education program is essential, and that is why NEFE provides its free Evaluation Toolkit. To ensure that the Evaluation Toolkit is helpful and user friendly, we are surveying users and we value your feedback. Click here to take the survey through March 9, 2016.

Help Participants Prepare for Your Workshops

Imagine how much more effective it would be to present our Planning and Paying for Utility Costs workshop to participants who know how much they actually can—and do—spend on utilities. Imagine presenting our Car Buying workshop to participants who actually know how much they can spend on transportation. 

When participants arrive with an understanding of their situation, the workshop information really comes alive and they can immediately put it to use. To achieve this, contact participants a few days before the workshop and send them any worksheets that would help them prepare (such as the Spending Plan worksheet). While you may not have the luxury of a list of participants and contact information at all times, when you do, take advantage of it!

Smart About Money Tips Direct to You

NEFE’s Smart About Money (SAM) website provides fun, engaging, and practical tools for learning about and managing money. SAM can even provide twice-weekly texts with financial tips and reminders. Visit, scroll to the bottom to SAM On the Go, and click Sign Up.

Upcoming Workshops

Mary J. Schultz, Manager of Financial Workshop Kits, will present at the following upcoming workshops:


Financial Education Outreach
Alabama Money Expo: Make It. Grow It. Keep It. Share It. 
March 4, 2016, Birmingham, Ala.

American Society on Aging
Aging in America: ASA Conference
March 20-24, Washington, D.C.

National Youth Leadership Council
National Service-Learning Conference: Educate. Ignite. Transform.
March 30-April 2, 2016, Minneapolis, Minn.    

Commission on Adult Basic Education
COABE/TALAE National Conference: Bigger & Better in Texas
April 10-13, 2016, Dallas, Texas

Florida Literacy Coalition
Florida Literacy Conference: Open Books, Open Minds
May 4-6, 2016, St. Petersburg, Fla.

Florida Prosperity Partnership
8th Annual Statewide Training Conference: Dream the Impossible
June 1-3, 2016, Orlando, Fla. 

National Coalition Against Domestic Violence Webinars

Listen in as Mary J. Schultz presents one of the most popular Financial Workshop Kits: Rebuilding Financially After Domestic Violence. Learn how easy it is to put our Financial Workshop Kits on various topics to use. This workshop covers building a modest financial foundation and making plans for the future - crucial skills that empower individuals to make informed, responsible financial decisions to reestablish their lives.

Thursday, Feb. 25, 9:30 a.m. MST
Thursday, Feb. 25, 12:30 p.m. MST
Thursday, April 28, 9:30 a.m. MST
Thursday, April 28, 12:30 p.m. MST

Watch for links to the following scheduled webinars as well:
Wednesday, June 29
Thursday, Aug. 25
Thursday, Nov. 17
Thursday, Dec. 15


Remember: Financial Workshop Kits Are Free

As always, there is no product to buy. No strings attached. We provide all programs (including Financial Workshop Kits) at no cost.

Getting Started

If you are getting ready to teach a financial workshop, visit our website to get started. We provide presentations, scripts, handouts, and tips to help you with your presentation and make your job easier.

Questions or Suggestions?

Questions or Suggestions?
We want our tools to be easy to use and as effective as possible. So if you have suggestions, tips, questions, or feedback, we would love to hear it. Have something to say? Contact our team.

Financial Workshop Kits is provided by the National Endowment for Financial Education® (NEFE®), a nonprofit foundation that inspires empowered financial decision making for individuals and families through every stage of life. For more information, visit

Webinars Available

To see a Financial Workshop Kit in action and get ideas on effective presentation, talk to us about hosting a webinar for you. Contact Mary J. Schultz, Manager of Financial Workshop Kits, at to discuss your needs. Webinars offer an ideal way to share targeted personal finance information with audiences across the United States. 

Contact Us

National Endowment for Financial Education
1331 17th Street, Suite 1200
Denver, CO 80202
303-741-NEFE (6333)

For feedback or comments, contact Mary “Jeannette” Schultz at 303-224-3502.
© 2016 National Endowment for Financial Education,
All rights reserved.

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