As Program Manager with Local Initiatives Support Corporation (LISC) in Toledo, Ohio, Valerie Moffitt was seeking to create a productive connection between financial coaches and coaching clients. Moffitt’s organization supports...

Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville, was looking for a way to train financial services professionals to easily understand the emotional and behavioral...

As part of its asset building program, Real$ense, the United Way of Northeast Florida offers community financial education classes, free tax prep and matched-savings Individual Development Accounts. The organization was...