Where: Immaculate Heart Academy, a Catholic college prep high school in Washington, NJ What: Piloted Money Habitudes cards in psychology and finance classes Who: Stephanie Licata, campus minister Mary Liz Fuhrman, guidance counselor and psychology teacher Students: primarily seniors Why: In the psychology class the cards kicked off a unit on stress. In the finance class [...]
Talking About Money in Continuing Education Workshops
September 2, 2011 By Leave a Comment
Who: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor (at Albuquerque Family Counseling) and Lisa Johnson, PhD, LMFT in Albuquerque, New Mexico Situation:Workshops for community agencies and general audiences to provide educational information and introduce therapists in a non-threatening setting. What: “The Wealth Within: Mastering Your Money Personality” was held at the University of [...]
Teens to Seniors: Teaching Financial Education Across the Ages with Money Habitudes
April 28, 2010 By Leave a Comment
Teaching financial education can be difficult. Talking about money intimates people and they often wait until hardship strikes before seeking help. Therefore, financial educator Nancy Reigelsperger knows she needs to make her classes not only practical, but non-threatening and enjoyable as well. It’s especially important to hook younger people, but working with adults also requires [...]
Money Habitudes Storms the Dorms for Financial Readiness
April 28, 2010 By Leave a Comment
Contact: Erica Brown, a community readiness technician at Shaw Air Force Base Airman and Family Readiness Center (AFRC) Situation: A financial education class to reach young airmen on their own turf, in the dorms. The workshops in the barracks would eliminate much of the embarrassment and discomfort that airmen perceived around going to the [...]
Preparing the Navy’s Peer Financial Counselors
April 28, 2010 By Leave a Comment
Contact: Carol Allison, Financial Program Manager, Naval Support Facility (NSF) Dahlgren/The Navy’s Command Financial Specialist (CFS) program Situation: Use Money Habitudes cards in preparing Navy Command Financial Specialist Counselors to be financial first responders to their colleagues Who: Command Financial Specialists are specially trained service members who act as financial peer counselors to complement [...]
Money Habitudes Helps Save Marriages from Divorce
April 28, 2010 By Leave a Comment
Contact: Kent Thompson, Financial Program Manager with Army Community Service, Camp Ederle, U.S. Army Garrison, Vicenza, Italy Situation: A comprehensive, six-hour course for couples intending to divorce called Military + Divorce created by the Association of Financial Counseling, Planning and Education (AFCPE). Classes ranged from one to five couples and are intended to provide the [...]
Financial Education to Make the Military “Mission Ready”
April 28, 2010 By Leave a Comment
Contact: Madeleine Greene, Personal Financial Counselor, Contractor for the Department of Defense. Greene worked as a financial counselor and educator for Cooperative Extension Service through the University of Maryland for more than 15 years. Situation: Financial education workshops on military bases in the greater Washington, DC area and at military installations across the country. The [...]
Teaching Couples Skills to Communicate About Finances
April 28, 2010 By Leave a Comment
Financial education classes often neglect communication skills and focus solely on the mechanics of budgeting, expense tracking, etc. But Lori Scharmer, a family economics educator, finds great value in helping couples communicate about money. If they aren’t comfortable talking about their finances, managing them will difficult. In her standard couples’ finance class, she uses Money [...]
Money Habitudes Breaks the Ice, Beats Pizza and Boosts Attendance
April 28, 2010 By Leave a Comment
Contact: Kent Thompson, Army Financial Program Manager, Army Community Service (ACS), Camp Ederle in Vicenza, Italy Situation: Financial education classes without funding to attract soldiers to a class by offering pizza or other food. Who: Soldiers who are generally unwilling and uninterested but are told that they have attend a financial education class and soldiers [...]
Using Money Habitudes in Bankruptcy Classes
April 28, 2010 By Leave a Comment
Contact: Beverly Mercer, court-appointed bankruptcy trustee, Waco, Texas Situation: The State of Texas mandates that any Texan who files for bankruptcy must attend a bankruptcy class which teaches them how to avoid bankruptcy in the future. Mercer teaches 3-5 classes per month, each with 15-30 people who have filed for bankruptcy. Mercer also has the [...]
Using Money Habitudes in Catholic Marriage Preparation Classes
April 28, 2010 By Leave a Comment
Contacts: Valerie Conzett, director of the Family Life Office in the Archdiocese of Omaha, and Sr. Virginia West, a marriage and family therapist at St. Margaret Mary Catholic Church in Winter Park, FL. Situation: Catholic churches and dioceses use Money Habitudes in marriage preparation programs to help people better understand themselves and their partners when [...]
Better Understanding Financial Planning Clients
April 28, 2010 By Leave a Comment
Contact: Tony Owings, Certified Financial Planner, A.R. Owings Financial Strategies, an independent firm that works mostly on a fee-on-assets-under-management and offers securities through Raymond James Financial Services Situation: It’s important for financial planners to understand their clients, including how they see and use money and what is happening in their lives. Owings uses the Money [...]
Better Understanding Yourself And Your Clients Regarding Money
April 28, 2010 By Leave a Comment
Contact: Alan Frank is a financial educator and planner, serving as Financial Services Lead Instructor at Bow Valley College in Calgary, Canada Situation: Teaching college students who are studying to become financial planners and clients who attend the classes and workshops he offers. Who: College students, adults attending financial education or planning classes and private [...]
A Life Skills Class for Teens that Nearly Runs Itself
April 28, 2010 By Leave a Comment
Teenagers like to interact with each other rather than sit still for lectures. Playing to this tendency, Joyce Bartels-Daal uses Money Habitudes as the basis for a money-based life skills class. Students enthusiastically dive into the activity and need little oversight. They also discover how to be better with money and how to talk about [...]
Tackling Financial Literacy for Teens, Homebuyers and Seniors
April 28, 2010 By Leave a Comment
Instead of sleep-inducing PowerPoint slides and a lecture, Belinda Pfeiffer, a family and consumer sciences educator, uses Money Habitudes for Teens to connect with teenagers in schools and youth groups. When using Money Habitudes with homebuyer/homeowner classes and with senior citizens, the cards help put people at ease, get them to open up, participate and [...]
Spouses Group Meets for Coffee and Money Habitudes
April 28, 2010 By Leave a Comment
One of the great friction points in marriages is money. Although people do not want to talk about it, they do want to be able to deal with it effectively. To help people introduce the difficult topic, talk about it and better understand one another in a marriage, Erica Brown used Money Habitudes as a [...]
Talking About Money Builds Healthy Relationships
April 28, 2010 By Leave a Comment
In working to build and sustain healthy relationships, Stronger Families knows that money plays a crucial role. Therefore, the organization includes a module on money and communication – using Money Habitudes™ cards – in its hallmark relationship program, which largely serves the military and marriage mentors in churches. Stronger Families is a non-profit that provides [...]
A New Approach to Money in Counseling Sessions
April 28, 2010 By Leave a Comment
Contact: Kelly Chicas, a Board Certified, Licensed Professional Clinical Counselor, Albuquerque Family Counseling, Albuquerque, New Mexico Situation: Private counseling sessions Who: Individual clients and couples seeking relationship counseling. What: Use Money Habitudes cards as a tool to draw clients into conversations about the sensitive topic of money when money is identified as [...]
A Life Planning Approach to Financial Planning
April 26, 2010 By Leave a Comment
Contact: Steven Shagrin, CFP, has a law degree and started his career in finance as a tax accountant before spending twenty years as vice president for investments with Smith-Barney and Pain Webber. As one of the pioneers of the life planning approach to financial planning, he started his own company, Planning for Life, to reflect [...]
