past event
Family Finances

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

On January 23rd at 1:00 pm EST, AFN hosed a presentation about two critical, yet rarely discussed, elements of effective financial capability programs: client engagement and retention.

The webinar addressed the importance of client retention and engagement, explored why clients may not engage with a given program, and described strategies to boost client retention and engagement. The webinar addressed 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

Event information
Thu Jan 23, 2020
1:00pm - 2:00pm EDT