For Individuals and Families

Financial Workshops

Check out our listings of research-based financial education classes on goal setting, personal budgeting, banking, credit, savings, retirement planning and more.

One-On-One Financial Coaching

Learn more about working with a financial coach to assess your personal financial situation and set goals for the future. Sessions are free and cover basic money management issues.

Free Tax Assistance

Find out how to have your taxes prepared for FREE at our Richard Dilley Tax Center, a partnership with AARP and the WI Department of Revenue.  This volunteer coordinated site is open every year from last January through April 15th.


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