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Financial Webinar Series – Show Me the Money!

Date: March 2018

Three webinars

  1. Creating a Culture of Financial Inclusion and Access
  2. Money Smart: A Tool to Foster Greater Economic Inclusion Among Individuals with Disabilities
  3. Understanding ABLE Accounts: Advancing Self-Sufficiency for Individuals with Disabilities and Their Families

Description

This informative three-part webinar series – Show Me the Money! – will explore topics including: creating a culture of financial inclusion and access; Money Smart, a financial education tool developed by the Federal Deposit Insurance Corporation (FDIC); and ABLE accounts. The presenters for this series will include representatives of Regions Bank, the FDIC, and state ABLE programs.

The Americans with Disabilities Act (ADA) has four foundational goals “equality of opportunity, full participation, independent living, and economic self-sufficiency for individuals with disabilities.” In a letter to the “ADA@25: Economic Advancement and Financial Inclusion Summit,” former President George H.W. Bush stated, “Since the passage of the ADA, our country has made progress in ‘assuring equality of opportunity, full participation, Independent living in economic self-sufficiency.’ There remains, however, more work to be done to ensure the financial health and future of individuals living with disabilities.”

The Southeast ADA Center, a project of the Burton Blatt Institute at Syracuse University, is committed to addressing the barriers to economic self-sufficiency and financial inclusion for people with disabilities. Equal opportunity must include: facility and virtual access to banks, credit unions, and other financial institutions; options to build the knowledge and skills necessary to make informed financial decisions; access to financial education and coaching; affordable and accessible financial services and products; inclusion in career pathways; and the ability to save and build assets.


Part 1: Creating a Culture of Financial Inclusion and Access

Description

Regions ADA Manager Kathy Lovell will explain how Regions proactively created a corporate culture that makes individuals with disabilities feel welcome.  The key focus is on providing accessible banking products and services.  This session will share strategies about how to better serve the disability community by creating a culture of inclusion.  A commitment to inclusion and accessibility makes good business sense and is the right thing to do.

Presenter

Kathy V. Lovell

Kathy V. Lovell, Senior Vice President Americans with Disabilities Act (ADA) Manager Risk Management Group – Regions

Recording (3/8/2018)


Transcript

Presentation

Post Test

Part 1: Post Test (link opens in a new window)
Link: syracuseuniversity.qualtrics.com/jfe/form/SV_d5UYWYg9xn0YYrH

Evaluation

Your feedback is important to help determine the effectiveness of this webinar in meeting your needs and to guide planning for future webinars.

Part 1: Evaluation Form (link opens in a new window)
Link: syracuseuniversity.qualtrics.com/jfe/form/SV_3NRucuLptSkIUZv

Part 2: Money Smart: A Tool to Foster Greater Economic Inclusion Among Individuals with Disabilities

Description

Financial education fosters financial stability for individuals, families, and entire communities. The more people know about credit and banking services, the more likely they are to increase savings, buy homes, and improve their financial health and well-being. Money Smart is a comprehensive financial education curriculum designed to help individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. This session presents how Money Smart can be used to increase economic inclusion among individuals with disabilities.

Presenters

  • Elaine M. Hunter, Community Affairs Specialist – Federal Deposit Insurance Corporation (FDIC)
  • Thomas E. Stokes, Community Affairs Manager, Division of Depositor and Consumer Protection – Federal Deposit Insurance Corporation (FDIC)

Recording (3/15/2018)


Transcript

Presentation

Materials

Post Test

Part 2: Post Test (link opens in new window)
Link: syracuseuniversity.qualtrics.com/jfe/form/SV_3kqZwt4sGaNJAxL

Evaluation

Your feedback is important to help determine the effectiveness of this webinar in meeting your needs and to guide planning for future webinars.

Part 2: Evaluation (link opens in new window)
Link: syracuseuniversity.qualtrics.com/jfe/form/SV_0dBMcomUuDaf1o9

Part 3: Understanding ABLE Accounts: Advancing Self-Sufficiency for Individuals with Disabilities and Their Families

Description

The Achieving a Better Life Experience (ABLE) Act was signed into law in December 2014. Presenters from three state ABLE programs in the U.S. Southeast Region — Alabama, Tennessee and Kentucky — will discuss the benefits and opportunities of opening an ABLE account. Individuals with disabilities and their friends and families can contribute to an ABLE account that grows tax free and will not impact adversely resource tested public benefits. Join us to learn more about state ABLE programs and the use of funds for qualified disability expenses. Contributing to an ABLE account is making a down payment on freedom and better quality of life experiences.

Presenters

Michael Morris, J.D.

Michael Morris, J.D.
Senior Adviser, Burton Blatt Institute at Syracuse University
Founder and Senior Strategic Advisor, National Disability Institute

LaKesha Page

LaKesha Page
Director, College Savings and ABLE Tennessee

Joanna Swanson

Joanna Swanson
Head of Sales and Education
Enable Alabama

Samara Heavrin

Samara Heavrin
STABLE Kentucky Director
Kentucky State Treasurer Allison Ball

Recording (3/22/2018)


Transcript

Presentation

Materials

Post Test

Part 3: Post Test (link opens in new window)
Link: syracuseuniversity.qualtrics.com/jfe/form/SV_3JneyRBzz7y5Qz3

Evaluation

Your feedback is important to help determine the effectiveness of this webinar in meeting your needs and to guide planning for future webinars.

Part 3: Evaluation (link opens in new window)
Link: syracuseuniversity.qualtrics.com/jfe/form/SV_2uw7Q7QoMr6nLYp