On Tap Blog

Finance For the People Webinar Recap

Written by On Tap Credit Union Staff | Jul 22, 2024 7:29:43 PM

Wanted to make our webinar "Finance for the People" but couldn't make it? Check out the full seminar below.

 

In this video, Marshall Moore from On Tap Credit Union delves into two crucial aspects of personal finance: perspective and inclusion. The modern economic landscape has changed dramatically from previous decades, and understanding this shift is key to navigating today's financial world.

Marshall emphasizes the role of individual experiences and money psychology in shaping our financial perspectives. Recognizing and incorporating diverse viewpoints enriches the financial sphere, leading to more inclusive and effective financial strategies.

A notable segment of the video highlights influential women in personal finance, showcasing how their contributions open up valuable conversations and insights. Additionally, Marshall presents financial data comparing 1980 to 2024, providing context for these discussions.

The video also offers strategies for organizations to support their employees' financial wellness, which can enhance productivity and retention. Furthermore, it highlights how On Tap Credit Union provides free financial education and support to the community, reinforcing the importance of accessible financial resources for all. Interested in a one on one meeting with Marshall to talk about how to improve your view on money? Book here. 

Watch the video to gain a deeper understanding of how perspective and inclusion can transform personal finance and benefit both individuals and organizations.

 

Interested in booking a financial education session with Marshall? Book here.