The Federal Reserve Bank of San Francisco
Past Event

Understanding Financial Coaching and Counseling
Financial Education Network of San Francisco: Professional Development Series

Monday, September 27, 2010
San Francisco, CA

 

Please email Laura Choi or call (415) 974-3394 with questions.

Event Description

The Financial Education Network of San Francisco (FEN-SF) is pleased to present a free training on understanding financial coaching and counseling as part of its Professional Development Series. The discussion will include an overview of the differences between financial coaching, planning, education, and counseling, as well as an interactive coaching session with a professional financial coach. The panel will include:

Video 1:

Emily Waterbury (Part 1) - EARN

Video 2:

Sample coaching session with Saul Gonzalez; Emily Waterbury (Part 2)- EARN

Video 3:

Palak Joshi - SingleStop USA

Video 4:

Margaret Libby - Mission SF Community Financial Center

Video 5:

Q&A with Panelists

 

Click here to open FedRing.