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Latest News: Training

Developing a Financial Counseling Program

Thursday, July 10, 2014   (0 Comments)
Posted by: Susan Dyer
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According to the Financial Industry Regulatory Authority (FINRA), at the end of 2012, 59% of all Americans were living paycheck to paycheck and 56% of Americans do not have funds on hand to cover unanticipated financial emergencies.

What's more, a recent report indicates people want to save money, but often they need help acquiring the skills necessary to achieve their savings goals. In fact, last year, more than two million Americans sought the help of a financial counselor.

The need for financial counseling in credit unions is real and a much needed service. Whether you are looking to start a financial counseling program or already have one in place, join us for the Developing a Financial Counseling Program workshop on Tuesday, July 29 in Wichita.

Mark Lynch, Field Coach for the National Credit Union Foundation's Real Solutions will share insights into the need for financial counseling in credit unions and how to develop a successful program.

Chris Wolgamott and Andrew Likes of Meritrust Credit Union will take participants through a counseling simulation  to get a first-hand look at a financial counseling session and review credit union case studies to learn more about how you can help your members successfully manage their money and avoid problems such as bankruptcy, foreclosure and loan defaults.