Financial Security for All Update Pat Swanson, Chair

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Financial Security for All UpdatePat Swanson,
Chair
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Debb Pankow 2009 Recipient of eXtension
Outstanding Educator Award
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Financial Security for All received an
Outstanding Community of Practice award at the
national eXtension conference in October.
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Chats

• Typically the 3rd Thursday of the month
• 60-90 minute chat room session on a specific
  topic
• Currently organized and moderated by Michael
  Gutter (UF)
• Panelists are volunteers and nominated
  volunteers who agree to share their expertise and
  experience with particular subject areas and
  programming activities

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2008-09 Chat Sessions

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• www.extension.org/pages/Personal_Finance_Chats

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Virtual Meetings

• Quarterly meetings using Connect
• Engage members

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Webinars

• The New Credit Card Rules Jeanne Hogarth
• http//cop.extension.org/wiki/FSA_Webinars

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Content Development

• Home ownership education
• Managing Money in Tough Times
• Legally Secure Your Financial Future
• Youth -- Adding It Up
• Credit fact sheets
• Content development grants

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Financial Success Recovery After Bankruptcy
The course is currently undergoing Department of
Justice review.
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To Become an Expert for AaE, You Need to Set
Preferences Within the eXtension Wiki

• Log in to eXtension and go to http//faq.extension
  .org/account/ask_an_expert_preferences
• ONLY check Automatically assign me incoming
  questions that match my expertise or location
• DONT check the last box or youll receive
  escalation reports

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Next Click on Areas of Expertise

• Two are of interest to the FSA CoP
• Financial Crisis
• Personal Finance (with 14 subcategories)
• Check the boxes for the topics that you want to
  answer questions on
• Uncheck these boxes if youll be away (e.g.,
  sabbatical) or retire

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Now, Youre In the System

• What to do when you get an AaE question
• Check for an existing FAQ on the topic
• Provide a brief, research-based reply ASAP
• eXtension aims to answer questions in 48 hours
• Try to link to an eXtension learning lesson or
  other Extension online publication
• Provide financial education not advice
• Convert question to an FAQ, if desired
• Reassign the AaE question if you are swamped or
  lack expertise about topic

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Disclaimers and Blurbs for Certain AaE Questions

• See http//cop.extension.org/wiki/FSA_Disclaimers
  
• Contains standardized language for common types
  of questions that cannot be given specific
  answers
• Time-saver for CoP experts

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FSA CoP Disclaimers

• General FSA CoP disclaimer (indicates that
  specific financial advice is not provided)
• National resources for people in financial
  distress
• Questions requesting detailed legal advice
• Questions requesting specific investment
  recommendations
• Questions that are homework assignments
• Unclear or very poorly worded questions
• Questions about actions taken by politicians and
  policymakers

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CoP Members Invited to Create New FAQs ANYTIME

• Simply enter a question and answer it

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Thank You

• Thank you for your contributions to Financial
  Security for All.
• If not yet a member, please join.