Monthly Archives: April 2012

Roundtable’s Chapa speaks to Terry Savage on Financial Literacy

Judy Chapa, Roundtable Vice President of Community Services and Financial Literacy, recently spoke to renowned financial literacy expert, Terry Savage on the importance of financial literacy on Capitol Hill.

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A few minutes with Kurt Wilhelm, Director of the Financial Markets Group, the OCC

On Wednesday, April 25th the Roundtable will host its inaugural “Soup and Sandwich with a Regulator”, an opportunity for Roundtable members to discuss key topics with industry regulators. The first guest speaker in this monthly series will be Kurt Wilhelm, Director of the Financial Markets Group … Continue reading

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Financial Literacy Spotlight: Students Appreciate Dave Ramsey Lessons Delivered by Fifth Third Bank

The best gauge of a program’s effectiveness is what the people who participate say about it. In the case of Fifth Third Bank’s sponsorship of Dave Ramsey’s Foundations in Personal Finance curriculum, all the news is good news. Here’s what … Continue reading

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Financial Literacy Spotlight: Discover Financial Services

Discover Financial Services recently invested $10 million over the next five years into their Pathway to Financial Success program. The money will go towards  implementing financial education into public high schools with a goal of reaching 500,000 students nationwide. The outreach will undoubtedly also touch … Continue reading

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Financial Literacy Spotlight: VISA’S Currency of Progress

Visa shows how understanding and applying financial literacy is all in the interpretation when they traveled to South Africa. Learn more about Currency of Progress program here: http://currencyofprogress.visa.com/

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Financial Literacy Spotlight: Roundtable Awarded President’s Volunteer Service Award

In March,  the Roundtable was the proud recipient of a 2010-2011 President’s Volunteer Service Award. The award, originally created in 2003, recognizes the valuable contributions volunteers make in the communities and encourages more people to serve. Judy Chapa, Vice President … Continue reading

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Deadline Closing for FinLit Scholarship!

The Financial Services Roundtable established a college scholarship in 2011 to honor students who successfully completed a certified financial education course, or a financial literacy course offered by a Roundtable member company or a Roundtable community service Partner, before entering … Continue reading

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Financial Literacy Spotlight: Union Bank

The video below highlights some of Union Bank’s activities during 2011 with several Boys & Girls Clubs in Southern California.

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Saving Early: The Road to a Secure Retirement

The Financial Services Roundtable in partnership with the Financial Services Institute and the Retirement Security Coalition has released a report on retirement savings, “Saving Early: The Road to a Secure Retirement.” The paper reports on the promotion of retirement savings … Continue reading

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Financial Literacy Spotlight: Ally Financial

For Financial Literacy Month Ally Financial is promoting its Wallet Wise program, hosting various consumer based activities with outreach ranging from social media to in-person sessions. Wallet Wise will drive awareness of personal financial tendencies and educate individuals on how … Continue reading

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