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Finding Financial Wellness at PPL

Key Bank Personal Banker Alene Dishman will lead a discussion on financial wellness, May 12 at 3:30PM in the PPL Mezzanine Classroom.

Financial Wellness is something that everyone can benefit from, whether it is finding out regardless of income, saving is still possible, learning how to build a credit score, or how to become a homeowner. That’s why, starting this Thursday, PPL will begin hosting a series of discussions led by our newest partner, Key Bank’s Personal Banker Alene Dishman.

At 3:30PM, Thursday, May 12, in the PPL mezzanine classroom, Ms. Dishman and Key Bank Branch Manager Richard Gum will facilitate Introduction to Financial Wellness, and hour-long, free discussion group that will address the question, what is financial wellness, and outline the importance and impact it has on individuals and all aspects and members of their lives.

Registration is free and can be done at https://www.eventbrite.com/e/introduction-to-financial-wellness-with-alene-dishman-tickets-333037172147

This discussion will be focused on defining financial wellness for the everyday individual no matter where they find themselves personally, professionally or financially, as well as sharing and developing some best practices and methods of thinking. For this discussion Alene will come prepared with information on Key Bank’s checking, savings and credit products as these are typically the foundational products to developing financial wellbeing.

Since starting at the Potsdam branch of Key Bank, located at 17 Elm Street, Alene said she has been driven to get the word out about Key Bank’s mission to help communities develop Financial Wellbeing and to teach the practices and skills that can make this possible for every individual. 

“The most common objective I face from clients on a daily basis is ‘I don’t make enough money to save,’” Alene said. “This simply is not the case. I want to help open the door to the possibility of financial stability for all members of our community but also to the understanding that financial wellness is based on consistent decisions rather than flow or amount of income.”

Thursday’s discussion group is going to be a platform to continue bringing community members together to discuss other aspects of financial wellbeing. Alene said the range of potential future discussion groups is wide, but that she wants to allow it to be created by the needs of community members. She is currently developing future talks on:

  • Credit and How to Build It, 
  • Banking Products (Checking, Savings, CD’s, Lines of Credit, Credit Cards, Personal Loans, Mortgages, HELOCS, Auto Loans, etc.) their uses, the environment currently surrounding them, and how to know the right product for you, 
  • Fraud Prevention, and
  • Steps to Becoming a Homeowner.

“I want to help simplify it and make it understandable, less intimidating and more manageable for the everyday person, no matter what their financial situation is,” she said. “I’ve always had a deep passion for inspiring and empowering individuals to do and be more, whatever that means for them.

“My experience with clients has taught that I am far from the only adult in our geographical area that was unprepared for the unforgiving nature of the long term commitments we can be lured into entering adulthood,” she added. “I have this knowledge now of the financial industry and if it can help someone I just want to be proactive in sharing it.”