Family Finances

Client Engagement and Retention—The Secret Ingredient in Successful Financial Capability Programs

Event information
Date
Thu Jan 23, 2020
1:00pm - 2:00pm
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Join AFN on January 23rd at 1:00 pm EST for a presentation about two critical, yet rarely discussed, elements of effective financial capability programs: client engagement and retention.

The webinar will address the importance of client retention and engagement, explore why clients may not engage with a given program, and describe strategies to boost client retention and engagement. The webinar will also address strategies that grantmakers can use to support client engagement and retention in financial capability programs.

This webinar is open to all audiences – funders, public agencies, and practitioners.

Moderator: Karen Murrell, Program Officer–Special Initiatives, Asset Funders Network

Panelists: Sheida Elmi, Aspen Institute Financial Security Program
Evelyn Stark, MetLife Foundation
Danny Friel, LIFT