Trimble County CES Program Indicators and Success StoriesJul 1, 2020 - Jun 30, 2021





2056 - Financial Education - General
2056.1) 19

Number of individuals who gained knowledge related to financial management

2056.2) 15

Number of individuals who made a sound financial decision (regarding credit, budgeting, savings, and/or debt)

2056.3) 0

Number of those who have successfully completed financial management and/or career readiness programs that will help set future goals

2056.5) 12

Number of individuals who implemented at least one strategy to reduce expenses or manage money

2056.4) 5

Number of individuals who implemented strategies to avoid breaches in personal or financial security

2056.6) 26

Number of individuals who reported increased levels of understanding in the area: identifying estate planning strategies for the family, farming operation, or business

2056.7) 21

Number of individuals who took action toward implementing at least one estate planning strategy in regard to the subject matter presented

2056.8) 0

Dollars reported saved as a result of participating in a financial education program

2056.9) 26

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



Success Stories

Estate Planning

Author: Jane Proctor

Major Program: Financial Education - General

Regardless of net worth, estate planning is important to protect, and help ensure, your personal and financial goals are realized after death. Unfortunately many people fail to properly plan for transfer of their possessions and property at the time of death.  A properly executed estate plan can reduce family stress, reduce federal and state tax obligations, and allow the estate to be settled in an expedient fashion saving both time and money. Many individuals perceive estate planning as co

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