LEARN & EARN ACCOUNT PROGRAM (leap)

 

 
The Matched Savings Program where clients work with an ESOP Financial Empowerment Coach to build emergency savings!

Program Details

 

  • For older adults age 55 and over
  • Attend Minimum Senior Financial Education Workshops
  • Engage in minimum of 6 coaching sessions
  • Open a new savings account at a designated bank
  • Make a minimum of 10 monthly deposits
  • Do not exceed income guidelines

    •  

Family Size

2021 Income Limit
One person $39,600
Two person $45,250
Three person $50,900
Four person $56,550

 

Special thanks

 

Special thanks to the following banks for their generous support of the LEAP Matched Savings Program:

 

 

 

This program is designed to help clients who do not have an existing savings plan.

 
ESOP will match $1 for $1 up to $500 after 12 months in the program and all of the above criteria have been met.

 

For more information or to schedule an appointment, call 216.361.0718.