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PROGRAM DESCRIPTION

Generation Y Personal Finances: A Crisis of Confidence & Capability

Generation Y is the largest, most diverse generation that America has ever seen. Born between the late 1970s and the mid-1990s, this generation is young, ambitious, educated, and optimistic.

However, studies show that a lack of financial literacy and adequate personal financial management skills is a serious issue for many Gen Yers. As a result, they face the grim reality of long term debt related to higher education, expensive spending behaviors, and credit cards.

In this program, James Marshall of the Filene Research Institute will explore ways that credit unions can step in and help with tactics that focus on debt management and financial literacy,

Who should attend?

  • Member Service
  • Business Development
  • Marketing
  • Operations

Meet the presenter, James Marshall:
James Marshall is the Manager of The Cooperative Trust, a grassroots community of young people who work in credit unions and cooperatives founded by Filene. He focuses on bringing sustainability and longevity of the Trust as well as increasing its profile as it moves into the next stages of development.

Before joining Filene and the Trust, James was the Marketing Manager at Plane Saver Credit Union in London, one of the largest credit unions in the UK. He worked on a variety of projects and campaigns based on increasing the membership base of the credit union and loan application targets. Specializing in branding, social media, and marketing strategies, James successfully used these mediums to aid in reaching the company’s membership recruitment and lending loan targets consistently over the past three years.

 
Registration Investment: $195 for League Member
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Webinar to participate in: eTrain: Gen Y Personal Finances: A Crisis of Confidence & Capability
 
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