Treasurer Goldberg and Citizens Launch the Fall 2024 Worth & Wealth Seminars

Seminars will focus on financial topics aimed at helping participants become more confident managing their finances.

BOSTON – In collaboration with Citizens Financial Group, State Treasurer Deborah B. Goldberg’s Office of Economic Empowerment (OEE) opened its online registration today for the Fall 2024 Worth & Wealth seminars. These free virtual workshops will equip participants with the information and tools they need to own their economic success and plan for their financial futures. Participants may also receive access to free one-on-one financial coaching with an Accredited Financial Counselor. 

"Our fall Worth & Wealth seminars give participants the knowledge and skills they need to be successful in today's economy," said Treasurer Goldberg. "I am grateful to Citizens for continuing to partner with our office to make financial education accessible to our Massachusetts residents."

“Citizens is committed to ensuring that all community members have the resources and tools needed to make sound financial decisions,” said Lisa Murray, Massachusetts State President at Citizens. “We know that having strong financial knowledge is essential to unlocking opportunity and reducing the wealth gap and are proud to partner with Treasurer Goldberg’s office to provide free virtual trainings to empower our communities to achieve financial wellness and build brighter futures.”

The upcoming events will be held on Zoom and are as follows:

Beyond the Numbers: How to feel better about your money	Wednesday, 10/16, 12:00 PM
Setting Financial Goals	Wednesday, 10/23, 12:00 PM
Spending & Budgeting Strategies	Wednesday, 10/30, 12:00 PM
Be Prepared! Increasing Your Financial Resilience	Wednesday, 11/6, 12:00 PM
Managing Debt	Wednesday, 11/13, 12:00 PM
Planning for Retirement	Wednesday, 11/20, 12:00 PM

Anyone interested in attending a seminar can sign up through OEE's website. Participants also receive access to free one-on-one financial coaching with Oriana Falkowski, an Accredited Financial Counselor, AFC® through the Association for Financial Counseling & Planning Education, and founder of Money Map Coaching. Information on how to receive coaching will be shared during all Worth & Wealth sessions.

Valor y Dinero, OEE’s series designed for Spanish speakers, will launch in the winter. Coaching is also available to Valor y Dinero audiences.

Citizens provided $40,000 in funding for this initiative through a Citizens Helping Citizens grant. OEE has partnered with Citizens since 2016 by delivering educational programs and entrepreneurial initiatives designed to improve the financial lives of Massachusetts residents.

About the Office of Economic Empowerment

Treasurer Goldberg created the Office of Economic Empowerment, led by a deputy treasurer, with the deliberate goal of implementing a range of economic empowerment initiatives that include closing the race and gender wage gap, addressing racial equity, increasing access to financial education, and creating pathways to economically stable futures for all residents across the state.

About Citizens Financial Group, Inc. 

Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $223.1 billion in assets as of June 30, 2023. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,400 ATMs and approximately 1,100 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on Twitter, LinkedIn or Facebook. 

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