| Partner Organizations A-Z |
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Partner Organizations A-Z
WV State Auditors Office WV Securities Commission
| Contact Person: | James Rutledge |
| Address: | Building 1 Room W-100 State Capital
Charleston , PA 25305 |
| Telephone: | 304-558-2257 |
| Fax: | |
| Website: | www.wvauditor.gov |
| Type of Financial Education Services Offered | |||||||||||||||
| Financial Education Program(s) | |||||||||||||||
| Banking Basics | |||||||||||||||
| a) savings accounts, checking accounts, family savings accounts | |||||||||||||||
| b) loans (home, auto, education, business) | |||||||||||||||
| Credit / Budgeting | |||||||||||||||
| Investing | |||||||||||||||
| a) stocks, bonds, mutual funds | |||||||||||||||
| b) other | |||||||||||||||
| Financing a Major Purchase / Loans | |||||||||||||||
| a) home | |||||||||||||||
| b) car | |||||||||||||||
| c) tuition | |||||||||||||||
| d) other | |||||||||||||||
| Abusive Credit Practices / Predatory | |||||||||||||||
| Tax Preparation | |||||||||||||||
| Bankruptcy / Foreclosure | |||||||||||||||
| Home / Apartment | |||||||||||||||
| a) purchase | |||||||||||||||
| b) rental | |||||||||||||||
| c) repairs | |||||||||||||||
| d) selling | |||||||||||||||
| e) refinance | |||||||||||||||
| Insurance Coverage | |||||||||||||||
| a) property / renters | |||||||||||||||
| b) health / dental | |||||||||||||||
| c) life | |||||||||||||||
| d) auto | |||||||||||||||
| Educational Access | |||||||||||||||
How are financial education programs delivered?
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| Fees | |||||||||||||||
Are there fees for financial education program?
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| Target Audience | |||||||||||||||
What target audience do these program serve?
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| Descriptive Program Information | ||||||||||||||||
| Geographic Area(s) Served | ||||||||||||||||
| State of West Virginia | ||||||||||||||||
| Description of Program(s) | ||||||||||||||||
| We discuss the growing debt from Credit Cards and the down fall of Credit Cards, fraudulent schemes, top 10 scams/ how to avoid being the victim of fraud, educational material about savings and investing and the stock market game, hands on approach of how the stock market works. | ||||||||||||||||
| Materials / Publications | ||||||||||||||||
| Many materials are provided on the internet; we have hand outs, and we supply the stock/prizes for the stock Market game. | ||||||||||||||||
| Mission | ||||||||||||||||
| Educate individuals on how to become financially literate and to put the Financial Literacy program in every school, senior center, organizations and or groups. | ||||||||||||||||
| Referral Programs | ||||||||||||||||
| Any other financial education programs that this organization uses as a referral source. | ||||||||||||||||
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| Program Effectiveness | ||||||||||||||||
| We have presented to over 14,000 individuals. |
