Money Mentors Learn About Financial Behaviors to Relate Better To Clients

The Issue: How to train money mentors to understand how they see money – and how their clients may see money differently. Improve financial coaching. Who: Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville. What: The United Way of Henry County and Martinsville is part of the HOPE (Helping Others […]

Community College Money Management Classes: Teaching Personal Finance

Who: Leslie Tomlinson with Student Support Services at Northwest-Shoals Community College in Muscle Shoals, Alabama. What: As part of the college’s Student Support Services grant through the US Department of Education’s TRIO program, the program must offer a variety of seminars to all recipients. One of these requirements is personal economic literacy. Who: Located on […]

Teaching Financial Literacy Classes to Teens and Senior Citizens

Teaching financial literacy classes 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 financial literacy classes not only practical, but non-threatening and enjoyable as well. It’s especially important to hook younger people, but working with […]

Preparing the Navy’s Peer Financial Counselors

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 the […]

Better Understanding Yourself And Your Clients Regarding Money

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

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

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 […]