Financial Literacy
Education Series
For individuals with intellectual and developmental disabilities and their kindred.
Presented by The Arc of Spokane in partnership with Bank of America
Financial Literacy Education Series
📆 Dates: Thursday, July 9, 16, 23, 30
⏰ Time: 3:00 - 4:00 p.m.
📍 Location: The Arc of Spokane, 320 E 2nd Ave, Spokane, WA 99202 | Conference Rooms A/B
💸 Cost: Free
Questions? Contact The Arc at advocacy@arc-spokane.org or call 509-789-8797.
Helping adults with IDD and the people who support them build confidence, safety, and independence with money.
This July, The Arc of Spokane is offering four financial education workshops in partnership with Bank of America designed for both individuals with IDD and their caregivers.
Each session is developed and catered to a specific audience, whether you are an individual with IDD who wants to learn more about overseeing your own finances, gain practical skills for staying safe, and manage money or you are a caregiver who supports someone and wants additional tools to strengthen and protect their financial wellbeing.
Each session is free, accessible, and taught by finance experts at Bank of America who understand the unique needs of our community.
Session 1: Money & Identity Safety
For adults with intellectual and developmental disabilities.
Date: July 9
Teachers: Natisa Leferink and Melissa McClure
Everyone deserves to feel safe and confident when handling money. In this session, participants will learn:
How scams work and how people try to steal money or personal information.
Warning signs of unsafe situations.
Simple ways to protect yourself online and in person.
What to do and who to ask for help if your money or identity is stolen.
Session 2: Financial Safety for Caregivers
For caregivers of adults with IDD.
Date: July 16
Teachers: Sherry Morton and C.J. Amestoy
Caregivers play a vital role in protecting financial wellbeing. This session covers:
How fraud and identity theft occur
Common scam red flags
Practical steps to safeguard accounts and personal information
How to respond quickly if fraud occurs
Strategies for monitoring and supporting the financial safety of others.
Session 3: Savings, Spending, & Budgeting
For adults with intellectual and developmental disabilities.
Date: July 23
Teachers: Stephanie Stephens and C.J. Amestoy
This friendly, hands-on session helps participants build everyday money skills, including:
Understanding needs vs. wants
Setting savings goals
Creating a simple spending plan
Building habits that support independence and smart decision-making
Session 4: Budgeting, Savings Tools, & Special Needs Trusts
For caregivers of adults with IDD.
Date: July 30
Teachers: Natisa Leferink and Diane Kiepe (Kiepe Law)
This session goes deeper into long-term financial planning and protection. Caregivers will learn:
Practical budgeting and savings strategies
Tools for managing day-to-day finances
An introduction to special needs trusts and how they support long-term security
How to protect assets while working without losing essential benefits
This session includes guidance from an attorney specializing in special needs trusts.
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Sign up for the Community Connection today to become a member of The Arc of Spokane. You will receive local news, event alerts, and exclusive Thrift Store coupons. You can manage your preferences or unsubscribe from state, national, or local lists at any time.