Date: January 28, 2015
Description: The Center for Financial Security hosted a webinar featuring Lucy Delgadillo, Associate Professor at Utah State University and CFS Research Fellow, who presented her recent paper “Financial Clarity: Education, Literacy, Capability, Counseling, Planning and Coaching.”
Peggy Olive, Financial Capability Specialist at UW-Extension and Jamie Letcher from Summit Credit Union, served as discussants. They spoke from the perspective of counseling, education, and planning to give a practical perspective on when these financial services or concepts are used for clients, how they differ from other services, and experiences/insights that these professionals can offer on their specific field of practice.
University of Wisconsin-Madison Center for Financial Security 