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Principle Six: CUaware lunch & learn event features Center for Smart Financial Choices

Posted By Jeff Hardin, Friday, April 25, 2014
Updated: Friday, April 25, 2014


About 20 people attended the Triad Chapter of CUaware's first-ever lunch-and-learn event in Winston-Salem. The group learned about the programs and mission of the Center for Smart Financial Choices.


Principle Five: Education, training, and information. Credit unions provide financial education to their members as well as the communities they serve.

Principle Six: Cooperation among cooperatives. Credit unions work together to improve services to members and build sustainable communities.

Principle Seven: Concern for community. Since credit unions are locally owned financial institutions, they are committed to investing in the community.  

The Triad Chapter of CUaware learned about the programs of Forsyth County’s Center for Smart Financial Choices on Wednesday, April 23. The session, which CUaware hosted at Allegacy FCU in Winston-Salem, featured the youth financial education programs of the Center.

Created by Allegacy in 2011, the Center for Smart Financial Choices provides financial education to help people make healthy choices in dealing with money. A holistic viewpoint is encouraged through the Center’s hands-on approach which incorporates the individual’s strengths, knowledge, values and goals.

While the CUaware group learned about the non-profit agency’s youth financial education programs, the Center offers educational opportunities covering every aspect of a person’s life cycle. Betty Ann Falkner, who oversees the programs and outreach of the center, directed the lunch & learn event with the 20 credit union staff in attendance.

"This was our first lunch and learn event and we were thrilled to hear about the programs of the center,” shared Jessica Dillon (Piedmont Advantage CU) of the CUaware-Triad group. "The Center invites credit unions to partner with them to help provide financial education to the community. We had a few people sign up to volunteer at upcoming Center events, so there was obviously a lot of excitement about the message.”

Falkner invited attendees to volunteer with the Center, and then engaged the group in a short youth financial education exercise. "We appreciated this opportunity to spread the word about the Center’s programs, goals and mission,” said Falkner. "The group had a little fun at the end with the Adult for A Day experiential learning program we do with middle and high school students as well.”

Adult for A Day puts students in the place of their parents, with each participant given a job, income level and credit score. They must then navigate through a series of life choices in key areas of budgeting in adult life, including housing, transportation, and utilities.

In addition to experiential learning exercises like Adult for A Day, the Center offers workshops and other classes designed to help people make better choices about money. The Center was envisioned by retired Allegacy FCU CEO Ike Keener as a community resource and touch point for enhanced cooperation among credit unions in Winston-Salem/Forsyth County.

The Center’s programs are available for members and non-members of credit unions to attend. For more information about the Center for Smart Financial Choices, please go to their web site. You may also keep up with the Center’s activities by liking its Facebook page.

Tags:  CUaware  Principle Five  Principle Seven  Principle Six 

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