United Way of Westchester and Putnum
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Become A Financial Education Instructor

Teach adults how to balance their budgets and get out of debt. Read more about volunteering with United Way.

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Financial Education Program

Many people in our community live paycheck to paycheck without planning or budgeting. Unfortunately, without proper financial planning, even a small crisis can have devastating results.

The Financial Education Program trains volunteers and corporate leaders to give workshops and one-on-one counseling to people who need it. Workshops include:

  • Basic Banking
  • Budgeting and Financial Planning
  • Credit and Credit Cards
  • Credit Reports and Credit Scores
  • Getting out of Debt
  • Building Assets; Saving and Investing
  • Foreclosure Prevention
  • Financial Fraud and Identity Theft

All workshops are provided at no charge to the community or in the workplace.

Find out how to get a free workshop for your employees or clients or get a list of public workshops by contacting: Mary Ann Luna at 914-997-6700 x740 or mluna@uwwp.org.

Download the FEP brochure.
Request a workshop for your company by emailing Mary Ann Luna.

Making Ends Meet While Going Through Chemotherapy

income-fep.jpg When Mr. Albert was diagnosed with cancer, he was working many hours overtime to make ends meet. No longer able to work overtime, he fell behind. By the time he came for financial coaching, he was 2 months past due on mortgage payments, but current on credit cards (at 25% interest).
His financial education coach reviewed budget prioritization and outlined an action plan, including setting up a debt management program. Mr. Albert’s average interest rates dropped to 6% and minimum payments were reduced by approx $200. The coach also put together a loss mitigation application so that the mortgage company could modify his loan and reduce his mortgage payment.

Names and photos were changed to maintain confidentiality. Story submitted by Greenpath Debt Solutions

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