MAC 2008 Speaker: Rich Jones


Financial Education Yields Smart Members
This session creates the value proposition of building a curriculum around financial educations with the steps and templates to execute on this strategy. Rich will provide instruction, examples and templates of:

  • How to use financial education as a differentiator in your FOM
  • How to build a curriculum
  • Selecting presenters
  • How to get traction with members and non-members
  • How to measure impact and success

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