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The leading voice for excellence in public finance

Thought Leadership Thursday

Providing Learning Resources to Help You Make an Impact

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Thought Leadership Thursday Article

Providing Learning Resources to Help You Make an Impact
November 3, 2022
Deputy Executive Director for Learning
Dear Members and Supporters of NAST:

One of our membership benefits is to provide you with continuous learning opportunities. I hope you and your staff have had a chance to join us on one of the many webinars we’ve hosted this fall. You can always watch them on demand here.

NAST is pleased to announce that we have even more learning options for you, your staff, and those you serve. We are often asked if we have online courses and explainers for the key programs your office administers. Over the last year, four different learning modules have been created that you can access for free. Partnering with Enrich, an online financial wellness learning platform, along with subject matter experts from the NAST community, we released the following digital assets:

Unclaimed Property

Launched in time for Unclaimed Property Day last February, this short explainer guide offers users the basics of claiming their unclaimed property. Viewed almost 40,000 times since the launch, it has been such a hit that we are turning it into a full course to be released prior to Unclaimed Property Day 2023, which is February 1.  It was even translated into French for our members in Canada and is also available in Spanish, as are all of the courses on the Enrich platform.

Basics of 529s

Prior to 529 Day last May, CSPN and NAST were pleased to release a course on "Understanding the Basics of a 529 Plan." The interactive module has short videos, quizzes, and infographics for users to learn about college savings plans. At the end of the course, they can click through to visit the CSPN website for further information. With over 3 million Enrich users, we are reaching more possible savers than ever before with all of these modules.

ABLE Savings Plans

With the success of the 529 course, we released another for ABLE savings plans earlier this fall. ABLE subject matter experts worked hard to ensure the course’s videos, text, and graphics are accurate and informational. Like all of these learning modules, feel free to link to them in your newsletters, webpages, etc. Registration is required for the courses, but there is no fee for participants.

Retirement Security

Finally, we launched a primer on state-facilitated retirement programs last month. With many states offering these accounts to the self-employed, gig workers, and employees of small businesses, we strive to inform as many workers as possible to let them know about these plans. At the end of the short learning video, there is a call to action page with a hot map that NAST created that includes links to states that have, or are about to have, these retirement programs. Users can then learn more and hopefully start to save for their retirements!

NAST is here to serve you, our members. If there is a course or explainer that you would like to see added to this platform, or if you want access to the entire financial wellness platform, please contact me and I can assist your office. The NAST Foundation is grateful to the Wells Fargo Foundation for the support of these programs.

Thank you.

Kari Arfstrom
NAST’s Deputy Executive Director for Learning


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