This week, Angela Fontes, our head of research and policy, will speak at a US Government Accountability Office event focused on #financialhealth. Speakers from across #financialservices, #policy, #finhealth, and other sectors will convene to discuss the growth of digital financial services and the promises and opportunities that exist for consumers. Angela will be joined by a who’s who roster of financial health advocates, including: • Shena Ashley, PhD from Capital One • Lyn Haralson from Consumer Financial Protection Bureau • Kira Traore from Chime • Jennifer Chien from Consumer Reports • Angelena Bradfield from Financial Technology Association • Gerri Walsh from FINRA Investor Education Foundation • Alberto Rossi from Georgetown University • Amy Marty Conrad from National Endowment for Financial Education • Louisa Quittman from Office of the Comptroller of the Currency • Tanya McInnis, CFEI from U.S. Department of the Treasury • Stephanie Yates from University of Alabama at Birmingham • And Gene L. Dodaro, Comptroller General of the United States
Financial Health Network’s Post
More Relevant Posts
-
Changing the way we think about money | Best Selling Author | Podcaster | International Financial Preparedness Advocate | FinTech Advisor
Thanks Sheryl O'Connor and Marc R. Butler for the opportunity to share observations on financial literacy, life insurance and financial planning. And thanks to everyone who joined us. Join us for our afternoon session today at 4:30 ET Registration information in the post below. See you there! #financialliteracy #financialpreparedness #financialwellness #financialplanning #lifeinsurance
CEO/Founder, IncomeConductor | 2023 Wealthies Award | 2022 Retirement Income Solution of the Year, Wealth Exemplar Awards | Luminaries Awards | Icons&Innovators Firm Award | 2018 #FFiT Award | Board Member
With the tightening of regulations, it's now more important than ever for #financialprofessionals to ensure their clients are financially literate. Please join us for our upcoming #Trailblazer webinar with Tony Steuer, CLU, LA, CPFFE, a true pioneer in the fields of #financialliteracy and advocacy. Some interesting stats to ponder: - Recent studies by industry groups such as FINRA and the Global Financial Literacy Excellence Center show that only 57% of American adults are financially literate. - Younger cohorts like Gen Z and Millennials fare even worse at ~40%. We invite you to register for what will be an enlightening conversation with Tony on May 7th! 11:30 ET: https://lnkd.in/eN3UvkwA 4:30 ET: https://lnkd.in/e7x_zJRQ Sheryl Hickerson Andrew Large John Faustino AIFA®, PPC® Steve Cantalupo Jennifer Bates Conklyn, AIF® Lisa Buffington, AIF® CPFA® Kevin Marsh, CETF®, CBDA Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™ Sean Barrett Cheryl Nash Bonnie Treichel Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®Bob Herrmann Aaron Klein Dr. Kevin McGarry, CIMA, CRPC Sam Mindlin Pamela Mule`Karla Paxton Janet Purdy Levaux John Manganaro
-
-
"Recent studies by industry groups such as FINRA and the Global Financial Literacy Excellence Center (GFLEC) show that only 57% of American adults are financially literate. If viewed in isolation, younger cohorts like Gen Z and Millennials fare even worse at ~40%. With the lack of early financial education, financial professionals are receiving training and developing financial expertise later in their careers as well. " Join Tony Steuer, CLU, LA, CPFFE and Sheryl O'Connor for this webinar focused on: • Why increasing financial literacy of both advisors and clients leads to greater success and satisfaction. • The importance of understanding how life insurance policies work and best practices on applying standards of care. • Key resources available to financial professionals and individuals to increase financial literacy. (Webinar attendees will receive a complimentary copy of Tony’s Questions and Answers on Life Insurance: The Life Insurance Toolbook).
CEO/Founder, IncomeConductor | 2023 Wealthies Award | 2022 Retirement Income Solution of the Year, Wealth Exemplar Awards | Luminaries Awards | Icons&Innovators Firm Award | 2018 #FFiT Award | Board Member
With the tightening of regulations, it's now more important than ever for #financialprofessionals to ensure their clients are financially literate. Please join us for our upcoming #Trailblazer webinar with Tony Steuer, CLU, LA, CPFFE, a true pioneer in the fields of #financialliteracy and advocacy. Some interesting stats to ponder: - Recent studies by industry groups such as FINRA and the Global Financial Literacy Excellence Center show that only 57% of American adults are financially literate. - Younger cohorts like Gen Z and Millennials fare even worse at ~40%. We invite you to register for what will be an enlightening conversation with Tony on May 7th! 11:30 ET: https://lnkd.in/eN3UvkwA 4:30 ET: https://lnkd.in/e7x_zJRQ Sheryl Hickerson Andrew Large John Faustino AIFA®, PPC® Steve Cantalupo Jennifer Bates Conklyn, AIF® Lisa Buffington, AIF® CPFA® Kevin Marsh, CETF®, CBDA Jeffery Acheson, CPWA® CFP® CPFA™ AIF®, CEPA® NQPA™ CAPP™ Sean Barrett Cheryl Nash Bonnie Treichel Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®Bob Herrmann Aaron Klein Dr. Kevin McGarry, CIMA, CRPC Sam Mindlin Pamela Mule`Karla Paxton Janet Purdy Levaux John Manganaro
-
-
President and CEO, National Endowment for Financial Education; CNBC Global Financial Wellness Advisory Board
The latest #opinionpoll from the National Endowment for Financial Education (NEFE) finds 68% of respondents say the current quality of their financial life is what they expected or better, while 69% state they are at least somewhat concerned that their money will last. These results serve as a barometer for how #equitable and #effective our work in #financialeducation is and help identify where educators, researchers, policymakers and advocates must pivot their efforts to leverage more meaningful and lasting outcomes. Check out our latest #wellbeing data. #FinancialLiteracyMonth #FinancialCapabilityMonth https://lnkd.in/gwRJiWJT
-
Pushing boundaries & assisting individuals in getting out of their own way on the path to their next great opportunity.
As many of you know, one of my passions is personal financial wellness/capibility. Please take a moment to review NEFE’s research. And then think about how you can start a conversation about money management with your partner, your children, your friends, your colleagues… too often we consider talking about money as taboo. How can we hope to learn if we don’t have healthy conversations about money. I challenge you to start the conversation today. Remember, begin with curiosity, not judgment. Thank you in advance.
President and CEO, National Endowment for Financial Education; CNBC Global Financial Wellness Advisory Board
The latest #opinionpoll from the National Endowment for Financial Education (NEFE) finds 68% of respondents say the current quality of their financial life is what they expected or better, while 69% state they are at least somewhat concerned that their money will last. These results serve as a barometer for how #equitable and #effective our work in #financialeducation is and help identify where educators, researchers, policymakers and advocates must pivot their efforts to leverage more meaningful and lasting outcomes. Check out our latest #wellbeing data. #FinancialLiteracyMonth #FinancialCapabilityMonth https://lnkd.in/gwRJiWJT
Feelings of Financial Well-Being Moving into the New Year
nefe.org
-
Founders Financial Literacy, led by Reuben Levinsohn and Brandon Weaver, CFP®, is going to be great! For founders at all stages to gain confidence in their finances -- you won't want to miss it! The first part in the series is coming up on October 9th. https://lnkd.in/gfUetz4r
We are excited to announce that, starting in October, we will be hosting Founders Financial Literacy LIVE once per month, open to the public! This program that our team has developed over the years is something we deeply believe in. The impact that we’ve already seen it have on founders after attending a presentation cannot be overstated, and we want to make sure as many founders as possible can have access to these resources. RSVP on our events page today for the October presentation: https://lnkd.in/gfUetz4r #FinancialLiteracy #FounderFinances #FinancialWellbeing #WashingtonAvenueAdvisors #FinLit Reuben Levinsohn Brandon Weaver, CFP®
-
-
Tune in tomorrow, March 21 to POLITICO Live's special event on financial literacy. You'll hear CEE's Chief Program Officer, Christopher Caltabiano, discuss how Congress, regulators, financial institutions, and nonprofits are working to improve financial literacy education for all. Sign up here: https://lnkd.in/eq3mEVu9 #personalfinance #financialliteracy #politico
-
-
April is #NationalFinancialLiteracyMonth in the United States. It marks a month where local community organizations, financial institutions, governmental organizations, and others focus on increasing the financial literacy of their constituents. In this blog article, Joel Philistin, MPA, AFC®, Director of Pitt's Financial Wellness Program, shares five key principles that entrepreneurs can apply to build their financial literacy skills and knowledge. 💸💡 Read here: https://hubs.li/Q02sBrHh0
-
-
Top 5 Retail Banking Influencer, Global Speaker, Podcast Host and Co-Publisher at The Financial Brand
How can innovative credit approaches boost financial wellness? Learn from David T Park MS.FS of Franklin Mint Federal Credit Union! Full video here: https://lnkd.in/geuggqPj #BankingTransformed #DigitalBankingTransformation
-
RECRUITING DIRECTOR (UGANDA), Financial Strategist, Financial Planner and Analysists.
Empowering minds, transforming futures! we're igniting the flame of financial literacy. Enroll for the Financial Diet Program that begins on 8th of June at Victoria University. Together, we can build a more financially savvy society. Financial Diet Ug
-
-
Great Wednesday for me!! My article on Digital Financial Inclusion Movement has been featured in Today’s Daily News magazine. Grateful to my university lecturer Godsaviour Christopher for his support in reviewing and editing it. You can read it all on my LinkedIn page. #DigitalFinancialInclusion #DigitalFinance #YourStoryMatters
-
