Educated Investor

Educated Investor: Educated Investor University - Webinars

Throughout the year, the Educated Investor hosts webinars designed to provide information from industry insiders on how to successfully apply financial education programs to grow referral rates, improve customer satisfaction and more.

• February 17, 2009 — "Learn New Ways to Cut Costs!"
  
  Presentation by:
  Joe Saari, President and CEO, Precision Information, LLC
  Tammy Douglass, Account Manager, Precision Information, LLC
  Ellen Smith, Account Manager, Precision Information, LLC
  
  View Presentation PDF
  
  Personal Finance Employee Education Foundation web site
  
  External education web site
  
  Internal education web site
  
  View the Case Studies
• July 23, 2008 — CUES Webinar "News Flash: Credit Unions Boost the Bottom Line with New Financial Education Stimulus Package"
  
  Presentation by Joe Saari, President and CEO, Precision Information, LLC
  
  View the Powerpoint
  
  Personal Finance Well-Being Scale Survey
  
  View the Case Studies
  
  Educated Investor University web site
  
  Educated Investor Financial Success Suite web site
• July 17, 2008 — "Discover the Bottom Line Benefits of Financial Education"
  
  Presentation by Joe Saari, President and CEO, Precision Information, LLC
  Tammy Douglass, Account Manager, Precision Information, LLC
  Ellen Smith, Account Manager, Precision Information, LLC
  
  View the Powerpoint
  
  Personal Finance Well-Being Scale Survey
  
  View the Case Studies
  
  Educated Investor University web site
  
  Educated Investor Financial Success Suite web site
• May 6, 2008 — "Discover the Bottom Line Benefits of Financial Education" Presentation by Joe Saari, President and CEO of Precision Information, LLC
  
  View the Powerpoint
  
  Personal Finance Well-Being Scale Survey
  
  View the Case Studies
  
  Educated Investor University web site
  
  Educated Investor Financial Success Suite web site
• April 9, 2008 — "Discover the Bottom Line Benefits of Financial Education" Presentation by Joe Saari, President and CEO of Precision Information, LLC
  
  View the Powerpoint
  
  View the Case Studies
  
  Agenda and Slides from Full Session in Nashville
  
  Personal Finance Employee Education Foundation
• March 26, 2007 — Presentation by Desert Schools
  
  "Improving Sales and Service Culture through Employee Financial Education - A Success Story for Desert Schools FCU", Becky Nilsen, CEO of Desert Schools Financial Services, March 26, 2007.
  
  View the Webinar Powerpoint presentation.
  
   
  Case Study: Desert Schools Financial Services Boost Revenues By 325%
  
   
  Background on Development of Educated Investor University
  
   
  Q&A with Credit Union Executives Regarding Their Experience with the Educated Investor University