|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.
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.
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.
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.”
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.
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.
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.