Daviess County CES Program Indicators and Success StoriesJul 1, 2022 - Jun 30, 2023
| 2056 - Financial Education - General | ||
|---|---|---|
| 2056.7) | 15 |
Number of individuals who took action toward implementing at least one estate planning strategy in regard to the subject matter presented |
| 2056.9) | 28 |
Number of participants who attended age-related housing, financial, and estate planning programs not identified as a “major program.” Major age-related programs include: Keys to Embracing Again, 10 Warning Signs, and AARP Prepare to Care |
| 2056.3) | 0 |
Number of those who have successfully completed financial management and/or career readiness programs that will help set future goals |
| 2056.8) | 0 |
Dollars reported saved as a result of participating in a financial education program |
| 2056.1) | 40 |
Number of individuals who gained knowledge related to financial management |
| 2056.2) | 0 |
Number of individuals who made a sound financial decision (regarding credit, budgeting, savings, and/or debt) |
| 2056.4) | 15 |
Number of individuals who implemented strategies to avoid breaches in personal or financial security |
| 2056.6) | 15 |
Number of individuals who reported increased levels of understanding in the area: identifying estate planning strategies for the family, farming operation, or business |
| 2056.5) | 12 |
Number of individuals who implemented at least one strategy to reduce expenses or manage money |
Success Stories
A bad deal in disguise: Types of Scams
Author: Katherine Alexander
Major Program: Financial Education - General
Scammers may try to trick us by appearing in disguise. This makes it difficult to know when something is “too good to be true.” The Federal Trade Commission received 2.9 million fraud reports in 2021. Of those reports, about a quarter of them resulted in a loss, equaling a total of $6.1 billion. The best way to avoid joining those statistics is to learn more about different types of scams to avoid falling victim. To increase consumer knowledge on scam and fraud prevention, the D
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Estate Planning Workshop
Author: Clinton Hardy
Major Program: Financial Education - General
Estate planning is a critical need of clientele in our area but after losing two mid-career farmers in the last 12 months, the importance was reinforced by challenges their families encountered with distribution of assets and continuation of their farm businesses upon their passing. In an effort to emphasize the need to revisit or initiate an estate planning process and estate planning seminar series was conducted in December. An extension specialist and local expertise were invited
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Basic Budgeting
Author: Katherine Alexander
Major Program: Financial Education - General
The local hospital wellness coordinator reached out to the Daviess County Family and Consumer Sciences Extension Agent to do a Basic Budgeting program. It was a need she noticed from the employees that wanted a very basic budgeting program, not information on investments and IRA etc.… so after discussing the needs for the program, the Daviess County Family and Consumer Sciences Extension Agent taught Basic Budgeting, including a Money Habitudes activity, to twenty-eight employees during t
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