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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

Feb 4, 2021 03:30 PM in Eastern Time (US and Canada)

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Speakers

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.
Megan Maloney
Financial Wellness Educator @SEFCU
Megan Maloney, Eastern Region Financial Wellness Educator, began her SEFCU career in 2014 as a Member Specialist. Maloney worked in SEFCU’s branch network as a Member Service Advisor. In this role, Maloney worked directly with members, witnessing the many financial challenges people face in their lives. With her significant knowledge of financial concepts and tools that help people save, budget, and develop healthy habits, her presentations provide significant opportunities for participants to have their unique questions answered. Maloney creates a learning experience where individuals gain the knowledge for a healthy financial path forward.
Cheryl Moore
Financial Educator/Media Instructional Designer @SEFCU
Cheryl Moore, Financial Educator/Media Instructional Designer, began her career at SEFCU in 2009 in the Member Solutions Center, providing engaging and informative service experiences for members. Moore holds a master’s degree in learning and emerging technology from the State University of New York, Empire State College. Moore provides the Institute team with the latest research and tools to advance learning outcomes with new digital technologies while ensuring the Institute’s methodology and practice is accessible to all individuals.