RANCHO CUCAMONGA, Calif. – Personal finance journalist Jean Chatzky, a “fierce advocate for financial literacy,” will lead attendees of a CO-OP THINK Master Class, “Designing Your Financial Wellness Ecosystem,” on Sept. 17.
According to CO-OP, Chatzky has designed the 90-minute, interactive course especially for credit union professionals looking for ways to help members navigate the ongoing financial challenges of COVID-19.
“Nearly nine in 10 Americans say they are feeling personal financial stress,” said Chatzky. “Credit unions have a tremendous opportunity to give hope to millions. By empowering people with the know-how to manage their money during even the scariest of times, credit unions become the reliable financial partner members need right now. This THINK Master Class layers pragmatic ideas for financial wellness programs over the compassion credit union leaders have for their members. I’m excited to see how attendees activate the strategies we present to change the trajectory of their members’ financial lives.”
CO-OP noted the Sept. 17 THINK Master Class is part of the company’s virtually transformed THINK 20 conference, which also includes THINK Forums and Power Lunches. Each of the events is created specifically to address the pressing needs of credit union leaders, offering immediately relevant takeaways, CO-OP said.
A ‘Rare Ability’
“Jean is a familiar face to credit union professionals who come to THINK each year ahead of strategic planning season,” said Samantha Paxson, chief experience officer for CO-OP. “A gifted futurist, she has a rare ability to see ahead while staying grounded in the here and now. Credit union leaders continually tell us how much they appreciate Jean’s talent for translating macro trends into practical strategies that can be deployed today.”
According to CO-OP, Chatzky’s Master Class will offer up a series of financial wellness strategies credit unions can leverage to help their communities while also earning primary financial relationships with more members.
In addition to CPE credit, CO-OP said attendees will walk away with insights on what members need – and need to know – to achieve financial wellness during the uncharted economic challenges of COVID-19.
“Designed for growth-minded senior credit union executives, the content will be most relevant for strategy, marketing and business development leaders,” CO-OP said.
Registration is now open here. Completion earns 1.5 CPE credits.