Volunteer Financial Literacy Instructors

Dick Yaffa, a Bedford, NY, philanthropist, loved giving back to his local community and often visited his alma mater, Princeton University, to speak with students. After numerous conversations with college and high school students, Dick recognized that students and young adults entering the workforce lacked basic money management skills. Dick founded My Money Workshop in 2009 to address the need for financial literacy and the lack of financial education in schools. Since Dick’s passing in 2015, his family has continued his legacy and commitment to teaching and providing financial literacy.

Foundations of Financial Success is a highly-effective and well-designed financial literacy program. Participants build their financial understanding through problem-solving activities, self-reflection, adaption, and interactive games that provide real-life scenarios to implement a life-long plan for financial success.

MMW offers a robust selection of financial education via 60-minute modules covering financial goal setting, budgeting, banking, savings, credit, debt management, student loans, wages, taxes, and other relevant topics to help prepare participants for a path to economic success. MMW addresses specific participant needs throughout the program, empowering participants to remain engaged and complete the program. Our program is aligned with the National Standards for Personal Financial Education.

We are seeking volunteers to conduct both in-person and virtual workshops on financial literacy. Foundations of Financial Success is a highly effective, well-designed, and cost-effective financial literacy program. Participants build their financial understanding through problem-solving activities, self-reflection, adaptation, and interactive games that provide real-life scenarios to implement a life-long plan for financial success. MMW offers a robust selection of financial education topics via 60-90 minute modules covering financial goal setting, budgeting, banking, savings, credit, debt management, student loans, wages, taxes, and other relevant topics to help prepare participants for a path to economic success. MMW addresses specific participant needs throughout the program, empowering participants to remain engaged and complete the program. Our program is aligned with the National Standards for Personal Financial Education.

Trained volunteer instructors deliver our curriculum in person and virtually. Our volunteer instructors are experts across the financial services industry, including financial advisors, asset managers, analysts, bankers, and tax professionals. We also incorporate guest speakers into our workshops so participants have opportunities to learn from a broad array of professionals in real-time. These speakers include local bankers, student loan experts, investors, and many more.

My Money Workshop offers our volunteer instructors teaching opportunities within their local working areas and close to their homes all over the New York Tri-State area. The commitment to volunteering is very manageable-a few workshops a year. Opportunities to volunteer on a more frequent basis are also available. We especially need instructors to go into program and school settings and teach during the workday and evenings.

One week before the scheduled workshop, the presentation and handout(s) are emailed to the partner and instructor. Volunteer instructors provide a survey link to participants on the day of the workshop to access and complete pre- and post-surveys.

This is a volunteer opportunity provided by VolunteerMatch, in partnership with LinkedIn for Good.