Elevate Your Personal Financial Coaching (Webinar)

Watch Recorded Webinar (Available Below)

Date: October 12, 2017 
Time: 2:00 pm - 3:00 pm (ET)

Helping credit union members and the community at large to develop better financial habits starts with education. But a linear approach doesn’t always advance your members to the point where they feel confident to utilize the wide range of the financial products your credit union offers. In addition, a linear approach often limits the audience you can reach, particularly among youth and young adults. 
 
In order for your education platform to be effective, you need to develop a multi-level strategy that educates, engages, and inspires action. This webinar teaches you how to combine professional online education with targeted financial coaching so you can reach more members in a more meaningful way. 
 
During this session you will learn:
  • How to blend professional education courses across a range of mediums, with one-on-one targeted financial coaching
  • How to use education to market through community outreach
  • Best practices to use when creating a financial education platform

MATERIALS

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EXPERT PRESENTER

APRIL LEWIS HEADSHOTApril Lewis-Parks, Director of Education and Corporate Communications

April Lewis-Parks has more than 15 years of experience in the financial sector and she is dedicated to creating educational programs and promoting financial literacy by acting as a consumer affairs advocate. She is a PFE Certified Debt Management Professional through the Financial Counseling Association of America and has been involved in the creation and implementation of personal finance web-based interactive modules, video and audio education, as well as seminar and multi-level curriculum development.

Implementing educational tools and courses for Consolidated Credit’s clients as well as the general public is an integral part of her role. She develops surveys and polls to collect data concerning consumers’ financial needs and subsequent to her findings, she develops educational material and community outreach programs. Prior to joining Consolidated Credit she was employed by John Hancock Financial Services, Inc. where she counseled employees on 401K and IRA accounts. She holds a Bachelor of Science degree in Mass Communication from Emerson College in Boston, Massachusetts.

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KOFE (Knowledge of Financial Education) is the NAFCU Services Preferred Partner for Financial Literacy. More educational resources and contact information are available at www.nafcu.org/KOFE.