It’s never too early -- or too late -- to start preparing for retirement. Maybe you’re working with recent college graduates who are faced with their first retirement plan options. You may encounter middle-aged adults who want to catch up on retirement savings. Older adults facing retirement may have questions about their home, health care and other significant issues. And yet, the best laid plans…imagine heading into retirement with a new child coming into the home due to unforeseen circumstances. No matter what retirement assistance your adult learners need, Financial Workshop Kits are here to help.
The Retirement Series
Retirement Series Workshops
Financial Workshop Kits explore eight decision areas highlighted in NEFE’s consumer web resource: MyRetirementPaycheck.org
- Social Security
- Home and Mortgage
- Retirement Plans
- Savings and Investments
These workshops help your participants discover the connections between these areas and see how making informed decisions can lead to greater financial well-being in retirement. The workshops are designed as a series, but you can deliver an individual workshop to address a need in your community. The Fraud workshop, for example, can help vulnerable populations recognize and avoid fraud.
If you’re working with people in their twenties who may be encountering retirement plan options for the first time, use the Entry-Level Wages: Living on Your Own
Kinship Care Financial Workshop Kit Available
Adding a member to your family brings up financial issues -- especially if the new family member is unexpected and the caregivers are close to retirement. That’s the situation for many of the grandparents, relatives, and close friends who are raising approximately 7.8 million children in the United States today. To help with the financial issues, NEFE recently developed a new workshop: Sticking Together: Kinship Care and Financial Care
Challenging circumstances such as death, deployment, and incarceration lead to these kinship care relationships, so caregivers may need help with financial, emotional, and physical issues. To address these issues, sample workshop topics include:
- Adjusting to life with children or teenagers
- Managing the situation financially
- Understanding possible tax benefits
- Protecting savings and retirement income
- Finding assistance
The Kinship Care workshop is specifically designed to address financial issues in order to free caregivers to focus time and energy on their kin.
The Needs vs. Wants activity during the Kinship Care workshop helps caregivers make the right decision for their family.
Conferences: See Financial Workshop Kits in Action and Meet the Project Manager
Mary J. Schultz, Manager of Financial Workshop Kits, will present at the following upcoming workshops. If you’re there, tell her you subscribe to the Financial Workshop Kits e-newsletter and she’ll give you a free NEFE memory stick!
National Center for Families Learning
Families Learning Summit 2016
Oct. 16-19, Detroit, Mich.
Colorado Nonprofit Association
2016 Fall Conference & Exhibition: The 20,000
Oct. 20-21, Denver, Colo.
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.
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?
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 www.nefe.org