Financial Literacy Presentation for Staff

Financial Literacy Presentation for Staff
We’re looking for professionals who can share practical, unbiased financial knowledge to support staff in making informed personal financial decisions. All presentations are

educational only —no selling, product promotion, or solicitation of services.

Sessions can be customized based on your expertise and may include topics such as:

Budgeting and day-to-day money management

Saving strategies and emergency funds

Understanding interest, credit scores, and debt

Banking basics and financial planning fundamentals

Employer benefits, 401(k)s, and retirement planning

Investing basics, including stocks and long-term wealth building

Financial goal setting and common money pitfalls

Presenters may focus on a single topic or provide a comprehensive overview, depending on interest and time.

Who We’re Looking For

Volunteers with professional experience in finance, accounting, banking, investing, benefits, or related fields

Individuals comfortable presenting to adult audiences in a supportive, practical manner

Volunteers committed to providing neutral, accessible financial education

Why Volunteer

Support the financial well-being of nonprofit professionals

Share valuable expertise in a meaningful, high-impact way

Contribute to staff wellness and long-term stability

Requirements

Age Minimum (with Adult): 18+

Minimum Age: 18+

After expressing interest, the Opportunity Leader will contact you to confirm participation and provide directions for this opportunity.

Signup Questions
Please respond to the following questions in order to signup for this opportunity:

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