July 2018 Financial Coaching Training

Date: July 23 & 24, 2018
Where: Steinmetz College Prep
3030 N. Mobile Ave
Chicago, IL 60634

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.

More info: Chicago, IL July 23-24, 2018 Coaching Workshop

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September 2018 Financial Coaching Training

Date: September 25-26, 2018

Where: Pyle Center, 702 Langdon St., Madison, WI, 53706

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.

Madison, WI- September 25-26, 2018 Coaching poster

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Webinar: CFS Presents “The Effects of Access to Banking Services on Elementary Students’ Financial Learning: A Field Study”

The Center for Financial Security held a webinar on April 24, 2018, which explored findings from a field study examining the effects of access to financial services on elementary students’ financial learning. The field study describes two school-based savings programs targeted to elementary-age students. Using differential access to school branches, as well as randomized seed deposits for opening an account, researchers were able to estimate the effects of students having savings accounts on changes in financial knowledge and behavior.

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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

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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.

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