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Financial Education to Make the Military "Mission Ready"

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...
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Teaching Couples Skills to Communicate About Finances

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...
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Money Habitudes Breaks the Ice, Beats Pizza and Boosts Attendance

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...
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Using Money Habitudes in Bankruptcy Classes

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...
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Talking about Money in Catholic Marriage Preparation Classes

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...
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Better Understanding Financial Planning Clients

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...
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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...
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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...
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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...
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Spouses Group Meets for Coffee and Money Habitudes

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...
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Talking About Money Builds Healthy Relationships

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...
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A New Approach to Money in Counseling Sessions

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...
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A Life Planning Approach to Financial Planning

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...
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