Financial Literacy Resource Hub

Across every market, our teams are creating opportunities to connect with individuals, families, students, and business owners through conversations that are clear, useful, and easy to apply. These interactions don’t need to be formal or complex. What matters is that they are timely, approachable, and grounded in real-life financial decisions. Throughout April, each branch should host at least two financial literacy touchpoints, and this resource hub is designed to support that effort with simple, flexible ways to organize and deliver those conversations in your market.

2026 Goal

Every branch hosts at least two financial literacy events or touchpoints
Events are tailored to your market, audience, and existing relationships
Focus on consistency across the month, not complexity in a single event

Why It Matters

Strengthens relationships through meaningful, face-to-face engagement
Meets a growing need for practical financial education in our communities
Positions TRB as a knowledgeable and accessible resource people can rely on

How to Host an Event

Select Your Format: Choose an event type based on your availability and audience
Choose a Topic: Use one of the pre-built presentations or quick talk tracks
Identify a Partner: Schools, local businesses, chambers, nonprofits, or community groups
Schedule Your Event: Confirm date, time, and location
Promote it Locally if Possible: Use the provided templates if needed
Deliver the Presentation: Keep it practical, clear, and conversational
Report Your Event: Submit details and photos following completion

Event Types + Quick Start Ideas

Easy Event Ideas

Deliver breakfast or lunch to a local business and share a quick financial topic
Host “Coffee at TRB” with open discussion and Q&A
Visit a school classroom for a focused session
Partner with a nonprofit for a small group conversation

Stop by a job site or office and lead a 10-minute talk
Add a short financial segment to an existing community event
Meet with new customers and walk through a key financial concept

Low Effort (15–30 minutes)

Designed to fit into your existing schedule

Coffee conversation at your branch
Quick visit to a local business or customer
Join a team meeting and share a short topic
“Lobby talk” with customers during peak hours
Set up a small table at a community space or partner location
Financial tip-of-the-week mini session

Moderate Effort

Requires coordination, but easy to execute

In-branch workshop or lunch-and-learn
Classroom presentation (K–12, college, trade programs)
Small group session with a nonprofit or civic group
Chamber of Commerce presentation
First-time homebuyer or credit basics session
Young professionals or new employee onboarding talks

High Impact

Broader reach and visibility

Community seminar or evening event
Multi-session workshop series
Co-hosted event with a school, chamber, or nonprofit
Financial literacy day or themed event (budgeting, credit, homeownership)
Panel discussion with local business leaders
Family-focused financial education night

10-Minute Talk Carousels

Use the tracks below for informal low-stakes conversations around financial education or use the links and QR codes to share with the people you know. Check back frequently for new drops!