www.csrees.usda.gov/fsll
Nancy M. Porter, Co-Chair
National Initiative Management Team
May 2003
Educator Page
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Program Toolkit 
Frequently Asked Questions 
Background 
Supporting Research 
Marketing Tools 
Extension Links 
Helpful Links for Extension Educators 
Funding Resources 
Evaluation 
Survey 
Roll Out Conference 
Financial Security Guidebook and Educational Resources 
Educator Page
Program Toolkit 
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Take the Road to Financial Security in Later Life 
America Saves 
Investing for Your Future 
Legal Check Up 
Long Term Care 
Other Retirement Planning Resources 
Estate Planning 
Educator Page
Funding Sources 
Consumer Page
 Land-Grant Institution Family Economics
Extension & Academic Programs
 Extension Learning Tools
 Consumer Links
 Online Tools for Later Life Financial Planning
 Tools for Target Audiences
Distance Education
Format for Extension Initiative
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National effort with focused resources, expertise, wide distribution
Multi-institutional, diverse faculty, broad learner audience
Multi-media approach
Cost effective
Material can be easily updated
Documented program impacts aggregated nationally
Collaborations with external partners
Interlinked national, state, and local web pages
Distance Education
Format for Extension Initiative
 Relatively new approach – e-Extension
 Requires changes in how we operate
 Technology capabilities are not equal across nation
 Shifts many costs to end user
 Less face time and personal contact
 Fear that technological approach will eliminate need
for personnel
2003 Impacts
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35 states have implementation plans with 7 pending
22 states reported data online
16,914 individuals participated in one or more programs
84% increased their financial literacy
59% planned to utilize practices
55% planned to develop integrated plan
72% indicated that the program(s) were valuable to them
96% would recommend program(s) to others