Just-in-Time Financial Education

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When people seek financial knowledge they are actually looking for actionable steps such as purchasing a financial product or service. People are not searching for information for the sake of entertainment. They are doing so because they want to learn … Read More

I just voted…have you?

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I just voted today in the CA primary. Make sure you have too and it’s not too late to vote for me as the Next Top Credit Union Exec.  http://www.nexttopcreditunionexec.com/vote [youtube=http://www.youtube.com/watch?v=2nqR-_ozTUA]

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Voting in the Primary Elections

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I just recently finished a seminar with 24 Wellness Champions on the importance of Financial Education in the Workplace that impacts employee morale and health. It was well received and currently receiving a number of request to come onsite to … Read More

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The Next Top Credit Union Exec

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As many of you have seen me deliver seminars and involved in what’s going on in and around campus to help foster that sense of community. Many of you may know I am a big advocate of financial literacy. I’ve … Read More

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