Community Outreach

Ongoing Opportunites to serve the St. Louis Community 

One-on-one financial counseling whether at a one-day event like at the Financial Planning Day offered each October or offered individually through military outreach programs throughout the year can be a very rewarding way to give back to the community.

If teaching a class or workshop is more in line with your skill set, consider helping with MoneySmart Month each spring, or the other opportunities to teach that arise throughout the year.  There are approximately 200 free programs supporting financial literacy in the month of April, for a list of the 2018 programs see the Interactive MoneySmart Booklet.

Tax prep assistance is an opportunity to serve as well through the St. Louis Tax Assistance Program (TAP), training is provided.  Deadline to volunteer is usually the end of December.  Training is in January and volunteer opportunities are in January and February.

We partner with the United Way with a variety of projects such as the United Way – St. Louis Asset Project to walk alongside program participants on their journey to financial empowerment. In just 1 to 2 hours a month – 6-12 months you can help a family save, receive a matching contribution from the United Way and help them get out of debt!  This and other programs are available depending on the time of year.  Just ask!

Training and materials are provided.  If any providing free “no strings attached” financial education and assistance sounds interesting to you, contact Jim Susman.