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Financial Well-Being: Goal Setting for a Bright Financial Future
Recommended for ages 10-16
Identify what it takes to become financially independent by setting S.M.A.R.T.E.R. goals, creating
a written financial plan, and distinguishing between needs and wants. Explore how investing
in your own personal human capital can increase the likelihood of career success. Working
in teams, participants will develop a creative presentation synthesizing their knowledge of the
targeted financial and goal-setting concepts and skills. Length: 1.5 hours

May 11, 2021 05:00 PM in Eastern Time (US and Canada)

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Speakers

Meghan Johnson
Financial Wellness Educator @SEFCU
Meghan Johnson, Eastern Region Financial Wellness Educator, began her career with SEFCU as a Member Specialist in 2011 where she enjoyed mentoring new hires and connecting with a wide variety of community members. Johnson explored her love of learning and education most recently as Director of Auxiliary Services at Woodland Hill Montessori School, where she expanded her experience working with various age groups. She has taught and tailored lessons to multiple grade levels and created presentations and webinars for teacher education initiatives. Johnson holds a Bachelor of Fine Arts in writing, which she uses to create clear and creative educational materials. She is excited to continue using her background in education and financial services experience to spread financial wellness and education throughout the community. She is passionate about bringing her experience in education to the field of financial well-being.
Nancy Cassella
Financial Wellness Educator @SEFCU
Nancy Cassella, Western Region Financial Wellness Educator, joined SEFCU as a financial educator in 2011. Cassella, who grew up in Syracuse, holds a bachelor’s degree in vocational teacher preparation in business and marketing from the State University of New York at Oswego. She has strong connections to the Syracuse, Binghamton, and Buffalo regions where she has provided financial education for many years. Her passion is to provide youth with the tools and skills they need to become financially responsible adults and to promote life-long learning.
Sarah Trela
Financial Well-Being Administrator @SEFCU
Sarah Trela, Financial Well-Being Administrator, began her SEFCU career in 2010 as a Member Service Manager, overseeing staff and operations at various branch locations. Trela holds an MBA in information technology management from the University at Albany, State University of New York. Trela has a strong work history in the area of administration and workforce development. Trela is the Institute’s go-to contact for all financial education requests throughout the state.