Encouraging Financial Conversations

Encouraging Financial Conversations is a program designed for you (or anyone who works as a case manager, social worker, or other frontline staff) to help empower clients to achieve their financial goals and manage their money. As a participant, you will learn techniques and strategies to help your clients create a financial goals action plan, build and maintain good credit, pay off debts, develop a spending and savings plan, and protect themselves from fraud and identity theft. You will also learn coaching strategies that capitalize on a client’s strengths and resources in coming up with solutions.