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  • Your Tool for Client-Centered Financial Wellness Programming

Your Tool for Client-Centered Financial Wellness Programming

  • 22 May 2024
  • 1:00 PM - 2:30 PM
  • Zoom
  • 122


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Assisting Latino families progress from financial crisis to financial wellness is a journey requiring customer-centric strategies strengthening family engagement. Join NeighborWorks America’s Laura Ospino Jaramillo for this program as she outlines how a customer-centered approach to financial wellness can increase the impact of your financial empowerment programs. Laura will also share a journey mapping tool you can use to help families receive the support they need to reach and sustain their financial health goals.

Join us May 22nd on Zoom to:

  • Understand how a customer-centered approach can increase the impact of financial wellness programs.
  • Utilize customer journey mapping as a tool to increase the impact of their financial wellness programs.

Our Speaker

Laura Ospina Jaramillo

Manager of the Financial Capability Team

NeighborWorks America

Laura has a decade of experience in Financial Capability programs and services. From direct services, program management, and train-the-trainer initiatives; Laura is versed in all things financial capabilities. She has ample experience working in Spanish and English with Latine and BIPOC families interested in building assets. Laura has found Financial Capability Coaching the best vehicle to support individuals achieve their financial goals. She believes in the power of a multi-level approach spanning generations of support, from filing their first taxes to buying or maintaining their first home. It is important to her to meet people where they are, respect their fears and understand their strengths.

In her current position, she is committed to supporting practitioners and individuals in capacity building, sharing best practices, and learning from national industry trends to keep the NeighborWorks network informed and best suited to serve their communities. Laura holds a Bachelor's in Economics from the University of Colorado Boulder, and is committed to systems change that strengthens the economic outcomes of underrepresented communities and individuals.

Presented By:

Prosperity Indiana
1099 N. Meridian Street, Suite 170
Indianapolis, IN 46204 
Phone // 317.222.1221 
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