Broadview Financial Education Request Form

Broadview Financial Education Request Form

Broadview Financial Well-Being provides free private group education events year-round. Complete the following details to request an event for your organization or group.

Events are scheduled based on availability and requests are considered in the order they are received.

A list of Broadview's financial education offerings is available on our website.

Organization or Group name*

Primary contact's first and last name*

Email*

Phone number*

Preferred method of contact*

Phone

Provide a brief description of your group. Please include a link to your website, if available.*

Where is your group located?*

Capital Region

Binghamton

Buffalo

Syracuse

Other

Broadview Financial Well-Being supports groups outside of Broadview's retail footprint. In which city and state is your group located?*

What are the ages of the learners in your group?*

Youth (ages 5-12)

Teens (ages 13-18)

Adult (ages 18+)

Various Age Groups

Do you prefer in-person or virtual facilitation for your group?*

In-person

Live virtual

Do your learners have access to individual technology devices like a computer, smartphone or tablet?*

Yes

Sometimes

What financial education topics interest your group? Select all that apply.*

Budgeting

Debt

Credit

Retirement

Auto Buying

Home Buying

Goal-Setting

Workforce Preparation

Banking

Youth Learning Concepts (saving, sharing, spending)

Financial Independence Training: F.I.T. for Life Budgeting Simulation

I would like to discuss more about the topics best aligned with our needs.

Do you have a preferred date for a financial education event?*

Yes

Share the specific date you would like.

What month works best for your group? Select all that apply.*

January

February

March

April

May

June

July

August

September

October

November

December

What time of day works best for your group? Select all that apply.*

Morning

Afternoon

Evening

How did you hear about Broadview Financial Well-Being?*

My group is an existing Broadview community and/or education partner

I have previously attended a financial education event with Broadview

I am a Broadview member

Broadview website

Facebook

Instagram

X (formerly Twitter)

Other

Send me a copy of my responses

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