Helping Residents Improve Financial Outcomes through Financial Coaching

  • Date: May 30, 2012
  • Location: Online
  • Category: Webinar Archive


Successfully protecting, managing, and growing your money is no easy task. It becomes even harder for low- and moderate-income families who may be underserved by the financial mainstream. Financial education is an important starting point for giving residents the tools they need to thrive financially, but more intensive supports, like high-quality financial coaching, may make an even greater impact. A financial coach can provide the direction, expertise, and accountability necessary to help individuals make positive changes to their financial behavior and eventually progress along the asset-building continuum.

Some cities are incorporating a financial coaching model into Bank On programs and other initiatives to financially empower their residents or are exploring other ways to provide this support in their communities.

This webinar will feature three experts currently implementing financial coaching as part of their broader financial empowerment efforts. Join us to learn more about their financial coaching models, as well as best practices to consider for your own community.


  • Amelia Erwitt, Cities for Financial Empowerment Fund
  • Lori Irwin, Department of Human Services, City of Virginia Beach, Va.
  • Julie Kalkowski, Financial Hope Collaborative, Creighton University, Omaha, Neb.


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