Reverse Mortgage Borrowing and Life Satisfaction of Older Adults: A Webinar Presentation of Findings and Implications

The Center for Financial Security held a webinar on November 14, 2018, which explored findings from a new study that examines the relationship of reverse mortgage borrowing with older adults’ satisfaction with their financial situation, housing, health, and daily life/leisure as well as with life as a whole. Cäzilia Loibl, researcher from The Ohio State University, discussed the study objectives, methodology, findings, and implications. Discussants from ESOP (Empowering and Strengthening Ohio’s People), a subsidiary of the Benjamin Rose Institute on Aging, shared their practitioner perspectives on the broader subject of older adult financial security, housing, and the issues that face older adult populations in reaching financial well-being and overall life well-being. 

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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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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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Webinar: CFS Presents “Financial Coaching: A Webinar Presentation of National Training Models”

Findings from the 2016 Financial Coaching Census show that financial coaching training remains the most highly ranked resource to improving delivery of financial coaching to clients by census respondents. Building on the findings from the Coaching Census around training, discussions from the CFPB’s 2017 Financial Coaching Symposium highlighted a field-wide desire for collaboration, communication and clarity surrounding best-practices and preparation competencies taught through financial coaching training.

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