Webinar: CFS presents “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.

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Download Research Brief

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.

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