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Financial Goal Setting - how to save and create meaningful financial goals
Develop sustainable short-term, mid-term, and long-term goals that fit into your timeline for living a good life. Explore research around self-determination theory and learn how happiness plays into financial well-being and S.M.A.R.T.E.R. goals to help create financial security.

To create the optimal experience, each session is limited to 100 participants.

Length: 45 minutes

Nov 10, 2020 04:00 PM in Eastern Time (US and Canada)

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Speakers

Nancy Cassella
Western Region 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.
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.
Sarah J. Trela
Financial Well-Being Administrator @SEFCU
Sarah J. 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.