Roundtable Event

Financial Wellness Programs: Creation, Implementation and Results

06.19.2018 - 06.19.2018 (o & me)

1 pm central Online via Adobe Connect

Download the Slides

 

Do you have employees certified as CUFCs but lack the time to find meaningful ways to implement the amazing counseling techniques they've learned? Are you wondering what actual results can be obtained from a Financial Wellness Program, or how to adapt those programs to your credit union's needs? Learn tips and techniques to bring Financial Wellness to your credit union and what it can do for you! 

Join us for :

  • How to build a Financial Wellness Program that works for your CU
  • Discussions of the implications financial literacy, education and wellness have on your members 
  • Supporting results and documentation to prove how Financial Wellness can help your members and your CU grow 
  • A sharing of ideas on Wellness programs- One size does NOT fit all  

Meet Your Speaker: 

Jessica OliverJessica Oliver - Director of Financial Outreach, Pelican State Credit Union

Jessica has led the financial education and outreach efforts of Pelican State Credit Union for over ten years. In her role as Director of Financial Outreach, she leads a team of six Nationally Certified Credit Counselors to conduct Financial Literacy Workshops, one-on-one counseling, and youth education programs. Jessica also coordinates Pelican’s CDFI grant and HELP programs. Jessica is certified through CUNA; received her BA in Marketing from Southeastern Louisiana University, MBA from Louisiana State University and is a certified Credit Union Development Educator (CUDE).

 


 

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