Financial health Roundtable
If you’ve ever wondered how many financial literacy programs, services, resources and the like there are for youth and adults, and how to learn about them, this effort is in progress to support answering that question in a cohesive, streamlined, and connected way.
One of the working assumptions is that, in one of the financial services capitals in our country, that there is not enough cross-sector conversation.
In March 2024 a dozen decision-makers in the nonprofit service provider, financial services, and education sectors came together to start an ongoing conversation from which we seek to operationalize a working group to execute on several mutually identified priorities. Some of the initial energy in the space with those that came together were:
Importance of the availability of emergency funds
Accessible and multi-generational financial education
Better collaboration among service-providing entities and financial education stakeholders.
A particularly interesting discovery was the mutual recognition among the working group that no identifiable single source of truth exists—to help families, nonprofit practitioners, or anyone who is curious or searching—about where and how to access the broad variety of financial health program, services and resources that exist in Charlotte and beyond. We are hopeful this group can champion the cause, gather resources to develop and maintain a working dashboard, and keep an accessible list of information that anyone searching can easily navigate.
We are excited about the continuing developments, including the potential to create an asset map of available resources and services in Charlotte, NC!
The next meeting will be held on September 15th. If you’re interested to attend or want to help with developments of the roundtable, please email us at info@moneymagnetsclub.org
