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Financial Education Outreach: Lessons and Challenges

Explore lessons learned and challenges faced in financial education outreach efforts, including demographics served, staffing partnerships, and lack of follow-up. Discover insights from events attended and ways to engage diverse audiences.

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Financial Education Outreach: Lessons and Challenges

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  1. ASEC Outreach Efforts 2009Lessons Learned and Challenges for 2010 • Presentation for the ASEC Policy Board • October, 20, 2009 • Ken McDonnell, Program Director

  2. Goals and Events Attended • The goals of this effort are: • To put financial education materials into the hands of people who would benefit from this information by going to where people congregate. • To promote financial literacy information produced by ASEC and the partners within the Coalition. • Handed out approximately 2,000 packets • Events attended: • Alexandria Red Cross Waterfront Festival • Safeway Barbeque Cook-off, District of Columbia • Fauquier County Fair, Virginia • “Surviving the Recession” Town Hall Event, Arundel Mills Mall, MD • Prince Georges County Fair, MD • Adams Morgan Day, District of Columbia • Master Your Money Day, Silver Spring, MD

  3. Use of Packets Beyond Our Outreach • We have received requests for packets of financial literacy information. • World@Work (50 packets) • Jump $tart Coalition (30 packets) • Wealthy Lifestyle Radio, WEAA 88.9 FM (50 packets) • We created a blog page of each event we attended and an on-line listing of the materials we have used. • Blog page http://www.choosetosave.org/about/dis_outreach.cfm • Listing of on-line materials • English http://www.choosetosave.org/about/dis_resourceseng.cfm • Spanish http://www.choosetosave.org/about/dis_resourcesspan.cfm

  4. Lessons Learned: Attention Getters • Picture of AICPA’s Benjamin Bankes turned out to be an attention getter. • Children • Older women

  5. Lessons Learned: Individuals’ Stories • Many people want to share their story, ask questions, or simply vent • Ability to share issue-specific information to these individuals

  6. Lessons Learned: Financial Literacy Practitioners • During this effort we met many individuals who are engaged in promoting financial education.

  7. Lessons Learned: Demographics Served • Most receptive audience: women • Specific questions • Many middle age women picked up extra information for their young adult children who need to learn more about the savings message

  8. Lessons Learned: Demographics Served • Events would attract a demographic • Adams Morgan Day -- Hispanics • Safeway Barbeque Cook-off – African American • Fauquier County, VA -- Rural

  9. Lessons Learned: Staffing from ASEC Partners • Individuals from ASEC Partner organizations stopped by the table and helped out staffing at some events. • We encourage any individuals from ASEC Partner organizations who would like to get involved to contact us.

  10. Challenges • Lack of Follow-up • While we are able to speak with individuals, address their questions, we do not know if any action was taken • How can we do follow-up? • Self-Selecting • Recognize that only individuals who are already motivated come to the table • How do we reach those individuals who are not motivated?

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