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Univest Reaches Students Through Financial Literacy Programs

Greg Taber, senior vice president and east group area manager at Univest Bank and Trust Co., and Jeff Schweitzer, president and CEO at Univest Corp., are pictured with third grade students at Mill Creek Elementary School in Levittown.

Univest, headquartered in Souderton, Pennsylvania, educated 5,406 students through its financial literacy initiatives during the 2017-2018 academic year, the company reports.

Two dozen employees visited more than 15 local schools and youth organizations to teach age-appropriate lessons about saving money and making smart financial choices.

“Our communities need increased financial education, and we believe it should start with our youth,” says Jeff Schweitzer, president and CEO, Univest Corp. “Teaching our children these important concepts can help them establish and maintain healthy financial habits that will last a lifetime.”

Last fall, Univest, which provides financial services for businesses, participated in the American Bankers Association’s Get Smart About Credit Day. This national campaign raises awareness about the importance of using credit wisely with young people.

Univest employees visited local high schools to teach 1,500 students about the importance of having good credit, budgeting, and how to make smart financial decisions.

The bank also participated in the American Bankers Association’s Teach Children To Save Day. This national campaign, which occurs every April during financial literacy month, aims to help young people develop a savings habit early in life and encourages smarter financial choices later in life.

Univest employees visited local schools to teach lessons to 2,300 students in kindergarten through 8th grades. The presentations included ways to earn money, the importance of saving, and needs versus wants in decision-making.

Through its partnership with EverFi, a leading education technology company that provides real-world education to learners of all ages through innovative and scalable digital learning, Univest delivered tailored financial education to 11 local schools in an effort to improve the students’ financial proficiency. This year, the program reached more than 1,400 students who completed 3,627 hours of critical learning.

The courses are designed to empower learners to make safe, smart and informed financial decisions leading to a successful financial future. Students learn financial lessons through a variety of curriculum, including online modules focused in critical financial areas such as applying for a loan, investing and more. Univest sponsors the program to offer access to the curriculum at no cost to the schools or taxpayers.

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