Skip to Main Content

Financial Literacy Resources for Librarians

Individuals to Assist with Library Programming

Richard Hines-Norwood - Financial Education Facilitator, Innovative Changes
Innovative Changes primarily provides financial education services in the Portland metropolitan area, but can also provide assistance in locating contacts for programming in other parts of state.

Phone: (503) 249-5205 
Email: richard@casaoforegon.org

Emily Reiman - Executive Director, NEDCO
NEDCO primarily provides financial education services in the Mid-Willamette Valley area, but can also provide assistance in locating contacts for programming in other parts of state.

Phone: 541-345-7106 ext. 201
Email: emily@nedcocdc.org

Donna Delikat - Field officer/trainer, Senior Health Insurance Benefits Assistance

Miranda Mathae - Field officer/trainer, Senior Health Insurance Benefits Assistance

SHIBA provides seniors with assistance in making financial decisions related to Medicare and health insurance coverage. Donna and Miranda can help with organizing workshops and counseling events. See the SHIBA site for their contact information and which counties they cover.

Ellen Klem, Director of Consumer Outreach & Education, Oregon Department of Justice
The Oregon Department of Justice provide free fraud prevention training. Fill out a request form or contact her directly to discuss options.

Dawn Torres-Gale - Metropolitan Family Services
The Consumer Financial Protection Bureau (CFPB) has a contract with Dawn to provide financial coaching in the Portland metropolitan area. Contact her to discuss possible programming or workshop ideas.  Please mention the CFPB library program when you contact her.

Phone: 971-352-1056
Email: dtorresgale@afsc.com

Maureen Hosty - OSU Extension Services and 4-H
Maureen can provide support for youth-oriented activities.

Phone: 971-361-9628
Email: maureen.hosty@oregonstate.edu

Kevin Jeffries - Oregon Division of Financial Regulation - Outreach and Education Coordinator
Kevin can help arrange for speakers on these topics for your library event: home buying and foreclosure issues; insurance (car, health, home, life, annuities); investing; retirement planning; and identity theft and financial fraud prevention.

Phone: 503.947.7238
Email: Kevin.P.Jeffries@oregon.gov
Speaker Request Form: https://dfr.oregon.gov/help/Pages/request-a-speaker.aspx

Chuck Harwood - Director, Northwest Region, Federal Trade Commission
Chuck can assist with fraud and identity theft topics. See also FTC's Protect Your Identity Event Toolkit.

Phone: 206-220-4480
Email: charwood@ftc.gov

Alan Edwards - Senior Public Affairs Specialist, Social Security Administration
Alan can assist with Social Security and retirement topics and can assist with setting up Social Security Express presence on library websites.

Phone: 866-331-6402 x 18362
Email: alan.edwards@ssa.gov

AARP Oregon
Members of the Oregon's AARP State Office can assist with locating speakers on a variety of topics of interest to seniors.

Joyce DeMonnin – JdeMonnin@aarp.org – General retirement topics
Jon Bartholomew - jbartholomew@aarp.org - Caregiving
Bandana Shrestha – bshrestha@aarp.org - Livable communities
Betty deBroekert – busybee78@comcast.net – Driver safety