Financial Literacy July 18 -20, 2007

Discussion Announcement

We will hold a discussion about financial literacy on the National Institute for Literacy Family Literacy discussion list during the week of July 18 -20. Our guest for this discussion will be Margo Waddell, Senior Program Specialist and Project Manager, National Center for Family Literacy.

We will discuss:

  • What financial literacy is.
  • What the goals and purposes of financial literacy programs are.
  • Why financial literacy is important.
  • Where you can find resources in your community.
  • Lessons learned regarding instruction; adult and pre-school.
  • Ages and stages for financial education instruction.
  • Family involvement in financial planning.
  • ...and more

Background Reading

Visit the Verizon Thinkfinity Web site to explore the following resources

  • Basic Intergenerational Financial Literacy Resources - Four user friendly resources for teachers and adult learners.
  • Family Money Matters: Exploring the World of Economics - More resources for teaching Basic Intergenerational Financial Literacy.

Questions We Will Discuss

  1. How do you address financial literacy in your work now?
  2. What are some financial literacy resources you have found helpful?
  3. What source, if any, do you have for financial literacy resources?
  4. What are some of the questions you are asked by students about financial matters?
  5. What are the ages of the children in your programs and how are you introducing them to financial concepts?

Biography of Guest

Margo Waddell, a senior program specialist and project manager with the National Center for Family Literacy (NCFL), currently is the project manager for NCFL’s Financial Education partnership with Women 4 Women. In partnership with the National Endowment for Financial Education, she is piloting a new curriculum for adult learners, Financial Opportunity: Family Progress, and has co-authored both an instruction guide for implementing the curriculum and a Family Financial Play Pack for pre-school children to explore at home with their parents.

Margo began her work in family literacy co-coordinating one of the first National Barbara Bush Family Literacy grants at Western Suffolk BOCES, Dix Hills, New York, in 1990. She also provided technical assistance and professional development to Even Start family literacy programs across New York State for the Center for Family Resources in Mineola, New York. Margo joined the NCFL endorsed trainer network in 1995 and moved to Louisville to join the NCFL staff in 1998 as a project manager for the NCFL/UPS Careers for Families program. In 1992 she became project manager for the Family Independence Initiative. These programs demonstrated that family literacy is a practical solution to welfare reform and have been recognized by both the National Association of Welfare Statistics and the Welfare Information Network as promising practices.

Gail Price

Moderator, Family Literacy Discussion List