LANSING, Mich. — The Michigan Credit Union Foundation (MCUF) held its third annual Financial Health Workshop, at the James B. Henry Center in Lansing.
The event invites experts to discuss financial health and well-being programs, tips and trends with attendees. This year, nearly 100 professionals attended the workshop.The event was free of charge for attendees with funding from MCUF, event sponsor TruStage and session sponsor GreenPath Financial Wellness.The event’s overall focus is to work with credit union professionals to build a better understanding of members’ struggles, and what they might be experiencing, as well as stronger habits for working with them to grow their financial health.One of the recurring pieces of advice throughout the day, first brought up by Denise Keiser, Director of Training at BALANCE, was to use open-ended questions when working with members. For example, Keiser suggested asking, “What does financial success look like to you?” “What’s been holding you back?” or “How would your goal change things for your family?”