May 2018 Financial Coaching Training

Date: May 16 & 17, 2018

Where: Human Services Conference Room #130, 111 W. Jackson Street, Wisconsin Rapids, WI  54495

Cost: $245

Description: University of Wisconsin trainers will provide a 2-day workshop on skills and strategies for financial coaches. This workshop is designed as an introduction to financial coaching and can also be used as a refresher to practice and advance coaching skills.

A|4 Financial Coaching Foundations Workshop, May 16 & 17, 2018

Register Now

The Rise of Mortgages in Retirement: A Webinar Exploration of Study Findings and Insights

The Center for Financial Security produced a webinar on March 14, 2018 exploring the findings from a study examining the increasing rate of mortgages among elderly households and reasons for this rise. Following the research presentation, discussants from the AARP Foundation and Elder Financial Safety Center with The Senior Source offered insights into how these findings may impact programmatic efforts to serve older Americans and current initiatives that are in place to address this growing mortgage trend.

View Webinar

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J. Michael Collins Receives Romnes Award

J. Michael Collins, Faculty Director

 J. Michael Collins, Faculty Director of the Center for Financial Security and Associate Professor in Consumer Science, was awarded the H.I. Romnes Faculty Fellowships Award. This program, funded by WARF in recognition of the leadership of the late WARF Trustee President H. I. Romnes, is designed to bridge the gap between the Research Committee’s initial research support for new faculty and the Mid-Career Award for Faculty Research. Dr. Collins research on consumer behavior insights focus primarily on the role of information in consumer decision making, especially for low-income and vulnerable households. Dr. Collins serves UW Cooperative Extension as a state specialist in family economics and household finance.

Read more about the award here.

 

Household Finance Research Seminar Resumes February 1, 2018

IMAG1249With over 30 faculty affiliates across departments at UW-Madison, as well as more than 30 fellows at other institutions throughout the nation, The Center for Financial Security is pleased to provide a platform for sharing some of the most exciting and innovative early stage research in the household finance realm. Join us every Thursday in Rm 1199 of Nancy Nicholas Hall from 3:45-5pm for this multi-disciplinary exploration of household finance research.

The 2018 series will kick off with Lorenz Kueng, Assistant Professor of Finance at the Kellogg School of Management at Northwestern University. He will present from his paper: Shopping for Lower Sales Tax Rate(view paper here).

View upcoming seminar schedule here.

Peggy Olive

CFSoliveFinancial Capability Specialist

As Financial Capability Specialist, I hold a joint appointment with SoHE’s Center for Financial Security and with UW-Extension Cooperative Extension Family Living Programs. Prior to joining UW-Madison, I worked with UW-Extension providing community-based education, with a focus on financial coaching, counseling, and education for individuals and community partners. I have also worked as a therapist, home visitor, and collaborative services coordinator. In all of my previous positions, I’ve been privileged to talk with hundreds of people about their money – goals, fears, hopes, challenges. While my academic focus is to translate research from household finance and learning theories into financial education programs on the UW-Madison campus and statewide in partnership with UW-Extension, my purpose is to help people align their money with their values. I graduated from UW-Milwaukee with a Bachelor of Science in Social Welfare and a Master’s in Social Work, and hold a Professional Life Coaching Certificate from UW-Madison.

polive@wisc.edu

(608) 262-6766