Introduction to Financial Wellness
Introduction to Financial Wellness-
In this presentation Charles Verdugo, with Key Bank will be covering the concept of Financial Wellness. Budgeting, Money Management, Credit Building or Rebuilding, Managing Debt, Home purchasing, and much more.
Additional Resources include:
Online access to Financial Wellness Videos and access to HelloWallet (Top rated Financial Wellness Application and online support)
Charlie is a Program Manager for KeyBank’s Workplace banking program called Key@Work. In his current role he is focused on training and developing branch associates, management and the executive team in delivering financial wellness as part of KeyBank’s community outreach. Charlie also provides onsite financial education training to the employees and of the companies that are currently enrolled in Key@Work.
Charlie Verdugo started his career in banking as a loan officer nearly two decades ago. During his career he has held many positions in management and executive level leadership for several of the largest banks in the country and has had the privilege of leading many top performing teams. Trough his leadership and holistic approach to teamwork. Charlie has consistently impacted the overall performance results in all areas of the business as well has helping individuals realize their true potential.
“Training motivating and inspiring Financial Wellness has become the single greatest chapter in my career” – Charlie Verdugo
Presented by the Women in Leadership Team.
Registration required.
Date and Time
Thursday Jan 26, 2017
11:30 AM - 1:00 PM PST
Location
Fees/Admission
No fee to attend, lunch available for purchase.