Date: May 4-5, 2017 Where: Royal Credit Union Corporate Center, Eau Claire, WI Cost: $175 (Please note, as of June 1, 2017 the cost of our 2-day workshop will change to $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 … Continue reading Spring 2017 Financial Coaching Training
Events
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. View Webinar … Continue reading Webinar: CFS presents “Strategies for Creating a More Accessible and Inclusive Financial Coaching Program”
Webinar: CFS presents “Moving the Needle on Retirement Planning & Saving: The Role of Education”
Retirement planning and saving is often a difficult task for individuals and families. Studies show that more than one in four workers have less than $1000 in retirement savings. The question of how to stimulate employees to save for retirement has led to a variety of different tactics. Our March 1st webinar, discussed a field … Continue reading Webinar: CFS presents “Moving the Needle on Retirement Planning & Saving: The Role of Education”
University of Wisconsin-Madison Center for Financial Security 