Become a Presenter

What is Financial Wellness for Women?

Financial Wellness for Women was developed in partnership with local bankers and financial planners with input from financial literacy program graduates and coaches. This 10-week, in-person, financial education program focuses on building healthy financial habits through goal-setting, budgeting, credit management, and long-term financial planning.

Financial Wellness for Women is made possible by United Way of Greater New Bedford's Women United. Click here to learn more about Women United.

Be A Financial Wellness Presenter

Financial Wellness volunteer presenters contribute greatly to the success of the program.  Presenters utilize their background and skills to present the workshop content in an engaging and effective way, providing opportunity for open and meaningful dialogue among the program participants and mentors.

Presenter Expectations/Commitment:

• Register to present for specific workshop(s) by clicking link below. 
• Review Financial Wellness for Women presenter expectations and overview video prior to start of program.
• Familiarize yourself with workshop curriculum, objectives and interactive exercises in advance of scheduled session to ensure a smooth and engaging session.
• Recognition and understanding of the sensitive nature of discussing personal finances. 
• Manage workshop timeline to ensure delivery of content and engagement in interactive exercises. 
• Create workshop environment that encourages questions and engagement from participants. 
• Willingness to provide post-workshop support/follow up if requested.
• Complete post-workshop survey to provide feedback.

Program Basics:

• A 10-week, in-person, financial literacy workshop series. 
• Workshops take place in the evening and last 1.5 hours. Presenters are asked to arrive 20 - 30 minutes prior to the start of the program. 
• Participants are paired with a volunteer mentor who also attends workshops. 
• Programs are limited to 15 participants; expect up to 30 total workshop attendees with mentors. 
• Interactive exercises are built into each workshop with 5 – 10 minutes reserved for 1:1 discussions and reflections. 
• Workshops are designed to increase knowledge and skills on a specific topic and incorporate interactive exercises to apply learnings.
• Participants and mentors are encouraged to share ideas, insight, and experiences for community-based learning.

Workshops:

• Budgeting Basics
• Banking & Banking Products
• Saving & Emergency Funds
• Credit Repair & Debt Management 
• Advanced Credit Management & Building Positive Credit
• Creating a Long-Term Financial Plan
• Investing 101 for Women
• Home-Buying 101