When

Wednesday, March 29, 2017 from 12:00 PM to 1:00 PM CDT
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Where

This is an online event. 
 

 
 

Contact

Hallie Lienhardt 
Center for Financial Security 
608-890-0229 
hebennett@wisc.edu 
 

Strategies for Creating a More Accessible and Inclusive Financial Coaching Program 

Please join the Center for Financial Security for a webinar to discuss a recent case study project conducted by CFS and supported by the Annie E. Casey Foundation. CFS interviewed financial coaching organizations from across the U.S. about their strategies for making their programs more inclusive and accessible to the communities they serve.

Financial coaching is a technique used to strengthen the financial capability and security of individuals and families, which has gained momentum in the last decade as increased evidence of its success is documented through ongoing research . The Annie E. Casey Foundation, a decade long partner of the Center for Financial Security (CFS) in financial coaching research and outreach, identified the subject of accessibility, equity and inclusion to be an area in need of deeper exploration and attention. This webinar will explore what we learned from organizations that participated in the case study interviews. 

View Newly Published Research Brief: Creating a More Inclusive and Accessible Financial Coaching Program: A Case Study Exploration of Strategies and Recommendations

Introduction to the study:

Regina Salliey, Program Associate, Center for Economic Opportunity, Annie E. Casey Foundation

Webinar presenters will include representatives from three organizations participating in the case study interviews:

Peggy Garcia-Marquez, Financial Coaching Faculty, Central New Mexico Community College & Financial Aid Officer, The University of New Mexico- Valencia 

Luz Contreras, Lead Financial Coach, WiNGS, Dallas, TX

Lucy Arellano, Director, Asset Building Programs, Mission Economic Development Agency (MEDA), San Francisco, CA