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Navigating Personal Finance and Avoiding Scams: An Introduction for Direct Service Providers
What will this webinar cover?
Recently arrived newcomers to the United States and the service providers who support them face many barriers in navigating personal finance and avoiding predatory practices. This training will explain the role of the Consumer Financial Protection Bureau (CFPB) and the ways in which service providers can rely on CFPB’s suite of personal finance resources and its complaint/reporting mechanism to empower and protect immigrants, refugees, and other newcomers. Additionally, this training will highlight the types of scams that bad actors commonly use to target newcomers and English language learners. This foundational knowledge will help providers improve their ability to educate newcomers on predatory practices, understand how to report fraudulent financial products and services, and equip newcomers with consumer education tools needed to open bank accounts, access credit, purchase cars, and transfer money. Participants will also have the opportunity to ask questions of a panel composed of qualified experts on this topic.

Is this webinar for me?
This training is geared toward direct service staff—including case workers, financial coaches and financial education staff, employment teams, and case managers—who are interested in an introductory understanding of consumer financial protection and a round-up of the CFPB resources best positioned to support newcomers in making personal finance decisions. This training is also relevant for community partners and sponsors providing initial resettlement assistance to newcomers.

Why should I participate?
You will be able to:  
- Describe how the CFPB protects consumers and how service providers should report scams
- Identify the scams and predatory practices that most affect immigrants, refugees, and other newcomers
- Empower newcomers with the knowledge needed to safely open bank accounts, access credit, purchase cars, and transfer money

Dec 7, 2022 02:00 PM in Eastern Time (US and Canada)

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Sonia Lin
Senior Engagement and Policy Fellow @Consumer Financial Protection Bureau
Sonia Lin serves as Senior Engagement and Policy Fellow in the Consumer Education section of the Consumer Financial Protection Bureau. She leads the Bureau’s immigrant initiative to identify and address the financial needs of immigrant consumers. Sonia has advocated on behalf of immigrant communities throughout her career. She was previously the deputy commissioner and general counsel of the NYC Mayor’s Office of Immigrant Affairs, where she helped lead the development of groundbreaking local policies and programs. She started her career in legal services and at a workers’ rights law firm, and she also taught immigration law as an adjunct professor at the Cardozo School of Law. Sonia received a law degree from NYU School of Law, where she was a Root Tilden Kern public interest scholar, and a bachelor’s degree from Yale College.
Jill Wheeler
Senior Financial Program Specialist @Consumer Financial Protection Bureau
Jill Wheeler serves as Senior Financial Program Specialist in the Community Affairs section of the Consumer Financial Protection Bureau. She leads the Your Money, Your Goals program to promote financial empowerment and improve the financial well-being of underserved consumers. She has over 20 years of experience collaborating with grassroots leaders to promote community economic development and civic engagement in the U.S. and Latin America. Her past and current areas of focus include rural issues, migration, and limited English proficiency communities. She received a master’s degree focusing on international commerce and finance from Georgetown University, and a bachelor’s degree in sociology from Harvard University.
Carmen Cruz
Financial Education Program Analyst @Consumer Financial Protection Bureau
Carmen Cruz serves as Financial Education Program Analyst in the Financial Education section of the Consumer Financial Protection Bureau. She co-leads Consumer Education’s Language Access work and is part of the Financial Education Outreach team, specializing in outreach to multilingual/limited English proficient (LEP) and Native communities. Helping Americans make informed financial decisions has become a passion of Carmen’s. She shares CFPB resources that help consumers and is excited to be part of a team that makes this information available in more than eight languages. Carmen transferred to the Bureau from the FDIC, and prior to that she gained over 20 years of experience in the banking and financial industry.