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An open mind for learning

Deduce how one take a step forward for new things, it's not about age. It's about how one think.

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Sarah is a professional communicator and writer. She talks to us about her career and her experience with finance and technology. Raised by parents who encourage her not to stop learning. She loves learning. At age 57, she is comfortable with using technology, this make her an outlier, as she other people struggle to adapt the change. When asked how she is different from her peers. she said "You have to take an agile approach to it, not to be afraid, not to think about what other people may think." With the advance of technology, she thinks it is easier for people to complete their tasks.


Comfortable with technology for work, when it comes to online banking, Sarah has her own approach. She prefers to use a computer than mobile application because she sees better on computer screens. She use online banking for statements and to manage her long term investments. As to pay her day to day bill, she simply makes calls to bank’s automatic system or snail mail checks.

When we asked about her recent experience to bank, she said it was an incident where she can’t login into her online account, after speaking with banks over the phone and did not resolve the hinder. She paid a visit to the local bank. It ended up being a simple problem, The password requires specific format, but didn’t display the instruction on the login page. She noticed the reminder is added the next time she tries to login.

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What is a provocation or insight that might inspire others during this challenge?

Fear, trust, and security keep occurring for this challenge. Sarah's attitude toward new things and how learning move her forward is a good example toward these scene.

Tell us about your work experience:

Angela had 3 years as a stock broker at an international online brokerage firm on Wall Street. She is currently pursuing her master degree in Integrated Digital Media at New York University.

Specifically, please check all that apply:

  • I'm not currently involved in a credit union, but am curious to learn more!


Join the conversation:

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Hi Kate, 
Yes! I do. Learning never stops at anytime. Financial education should start as early as elementary school. For example, giving kids small allowance per day, teach them how currency works even make saving goals together with them. 
It is interesting to learn from talking to people that their learning and financial habits are often directly influenced from their family. 

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