Colleen Geraghty - Balance

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Balance Financial Fitness is hosting a webinar on July 24th, 2024, at 10:30 AM PST for:
• Financial counselors and coaches
• Credit union and bank staff
• Financial service industry employees
• HR professionals and employers interested in supporting their employees' financial well-being

Financial coaching goes beyond simply developing budgets or analyzing credit reports. Sometimes, coaches need to support members through some of their toughest financial challenges, such as debt settlement, repossession, eviction, or foreclosure. During these difficult times, emotions run high, and conversations can be challenging.

This session equips you with the skills to be an empathetic and active listener, helping you guide members through their financial distress. By providing support during their most challenging moments, you foster lasting loyalty that benefits both the members and your brand for years to come.

About the presenter:
Cynthia Campbell is BALANCE's Chief Operating Officer (COO). She is a strategist, a corporate communicator, and a project executor. She oversees BALANCE's Financial Coaching and Housing Counseling teams, Training, Human Resources, Marketing, and Business Intelligence departments. Cynthia previously served as a VP of Innovation and Strategy at Oklahoma Central Credit Union, Director of Innovation Labs at the Filene Research Institute, and VP of Financial Empowerment at Tinker Federal Credit Union. Her entire career has been focused on financial health, with a particular focus on the under-resourced.

Cynthia holds a BS in Business Administration and an MBA from Elmhurst College in Illinois; a master’s degree in Adult Education from the University of Central Oklahoma, and she has a Senior Certified Professional Human Resources designation, too. She is passionate about financial capability, innovation, user experience, growing her own food, yoga, and dogs.

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A tip: If you're concerned your elderly parent or parents might be struggling to manage their money, try to plan your talk with them for a time that isn't around the holidays. While the end of the year can be full of joy and warmth, it can also be a time of additional stress. You're more likely to have a productive conversation between January and October. Get more advice for handling this critical discussion below.

balancepro.org/resources/articles/talking-to-elderly-parents-about-their-finances

Did you know that in 2022, BALANCE helped over 100,000 Americans work toward their vision of financial wellness? We couldn't be prouder that so many hard-working individuals and families trusted us to help light their path forward.