Exploring Financial Literacy with Wells Fargo Volunteers

May 16, 2019

On a morning in late April, volunteers from Wells Fargo’s Global Manager Research celebrated Financial Literacy Month by sharing money management strategies with the men at our Delta Manor transitional housing program.

Lily Kim organized the workshop presentation based on Wells Fargo’s breadth of knowledge about saving strategies and money management.

The volunteers walked participants through many of the basics of financial literacy, such as how to take inventory of financial health and set goals for the future. Wells Fargo team members used examples from their own lives to begin a discussion about how our everyday spending habits affect our long-term financial wellbeing. One tip they suggested was to keep track of spending in a notebook—and they generously provided notebooks for the men to keep and use.

The interactive workshop enabled Delta Manor participants to share their own struggles with spending and share tips and strategies that had helped them save money.

After the presentation ended, the Wells Fargo volunteers stayed to have one-on-one discussions with clients about their individual financial goals. It was clear how much the men gained from the workshop, and they left with a better understanding of money management and some great strategies for the future. Many thanks to Wells Fargo for sharing knowledge and helping the individuals at Delta Manor to achieve their goals of personal and financial wellbeing.