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. 

Help Your Audience Keep Their Resolutions

Happy New Year from the National Endowment for Financial Education and Financial Workshop Kits!

Last year, 37 percent of adults made a New Year’s resolution related to their finances1. These include saving more, spending less, and paying off debt. It will be no surprise if people make the same level of financial resolutions this year. Fortunately, you and Financial Workshop Kits are here to help. Look over our website and you’re sure to find a topic suited to your audience. We offer everything from learning to save and basic money management skills to how to recover from challenging situations, such as addiction and foreclosure. 



Tips for Capturing Adult Attention

Most Financial Workshop Kits are designed for adult learners, and many contain activities and tips for capturing and keeping their attention. A few additional tips include:
  • Help adult participants link their own experiences to the information they are learning during the workshop.
  • Discuss how the information covered in your workshop will help adult participants meet their goals. 
  • Identify objectives for adult participants before the course begins, and let participants choose topics that reflect their own interests. 
  • Acknowledge the wealth of experiences that adult participants bring to the classroom. 
  • Treat adult participants as equals in experience and knowledge, and allow them to voice their opinions freely in class.

If you’re just getting started with Financial Workshop Kits – or if you believe you’re not using them to their potential – see the short videos at the bottom of our home page. You’ll see how to plan and prepare for a session, and how to engage the audience once you get there to maximize your usage of this free, reliable resource. 
  • About Financial Workshop Kits
  • How to Use Financial Workshop Kits
  • Plan Prior to Teaching
  • Better Engage Your Audience

Upcoming Workshops

Questions or Suggestions?

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

National Council for Community and Education Partnerships
Capacity-Building Workshop, Jan. 31-Feb. 3, 2016, in New Orleans, La.

Financial Education Outreach
Money Expo, March 4, 2016, in Birmingham, Ala. 

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


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.
© 2015 National Endowment for Financial Education,
All rights reserved.

Email Marketing Powered by Mailchimp