Presentations

With Direct Essentials, you can present on a variety of financial topics including budgeting, saving, investing, credit, debt, and more. Presenting these topics at seminars, webinars, etc., will help you strengthen and build relationships within your community.

Best Practices

Host financial literacy workshops: Use the pre-built financial literacy presentations to create workshops that teach account holders, employees, and others in your community the basics of personal finance. Offer the workshops in person or virtually, and make sure to promote them widely to ensure maximum attendance. This can be a great way to reach out to underserved communities and help people become more financially literate.
Offer webinars: Use the pre-built financial literacy presentations to create webinars that people in your community can attend from the comfort of their own homes. Tailor these webinars to target different audiences—young adults, seniors, small business, etc. Offer them for free or at a low cost so the audience you want to attend will be able to afford a seat.
Partner with local organizations: Work with local organizations such as libraries or community centers to provide financial literacy presentations to their members. Offer the presentations in person or virtually and provide additional resources and support to help participants implement what they learn into daily habits.
Use social media: Use these pre-built financial literacy presentations in social media campaigns to reach a wider audience. You can create short video clips or infographics to promote the presentations and highlight key takeaways. Encourage your followers to share the content and help spread financial literacy across your whole community.

Presentation List

Check out what financial topics we have available—each presentation comes with presenter notes and an audience handout so there’s very little prep work needed.

Be Mindful of Your Digital Money

Teach participants the importance of keeping their digital money safe online.