Programs

Equity First Foundation provides financial education, literacy and best practices to the community at low or no cost to the individuals and groups from primary school through retirement and including life events.

Educational Institutions

Focus: k-12, post secondary, trade school , other
Student types: All abilities including special needs and developmentally disabled
Program type:
Workshop / Assembly / 45 min / 90 min / half day / full day / mini series
Program Topic: Each program uniquely designed to fit the educational facility after a comprehensive needs analysis

Program Costs:

  • Varies by program
  • May be covered by grant
  • May be covered by sponsorship
  • No fee for the consultation and assessment

SAMPLE TOPICS: The Game of Life, Career Options by Salary, Understanding Money Management, Life Skills, Healthy Financial Choices, Creating a Budget, Vision Board Experiment , Creating a Savings Account

Community Outreach

Focus: Independent facilities, partnering charities and not for profits, community centers, libraries, community based symposiums, career fairs, guest speakers, events and more.

Community Demographics: All abilities

Programs type:
Workshop / Assembly / 45 min / 90 min / half day / full day / mini series

Program Costs:

  • Varies by program
  • May be covered by grant
  • May be covered by sponsorship
  • No fee for the consultation and assessment

SAMPLE TOPICS: 1st time home-buyer, Understanding Student Loans, Improving your credit, Identity Theft, Avoiding Senior Scams, Bankruptcy Alternatives, Home Retention Programs, Understanding your retirement plan

Corporate Awareness 

Focus: Lunch and learn programs for 10+ employees
Program type:Workshop / Assembly / 45 min / 90 min / half day / full day / mini series

Program Costs:

  • Varies by program
  • May be covered by grant
  • May be covered by sponsorship
  • No fee for the consultation and assessment

SAMPLE TOPICS: Paying off debt, Understanding your 401K, Life with student loans, Saving for Vacation or Summer Camp, Your family on a budget, benefits of good credit, What mortgage options are best for me

Reach Us

Fill out the form, email or call us for more information.

Mt. Sinai, NY

(631) 714-4822

info@equityfirstfoundation.org

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