Encouraging Financial Conversations is a program designed for case managers, social workers, and other frontline staff to help clients achieve financial goals and manage their money. Participants learn techniques and strategies to help clients create a financial goals action plan, build and maintain good credit, pay off debts, spending and savings plans, and protect themselves from fraud and identity theft. Participants also learn coaching strategies that capitalize on a client’s strengths and resources in coming up with solutions.

Walworth County Program Offering:

• When? 6 sessions on Mondays – October 7, 14, 21, 28, November 4, and 11; 2-3PM

• Where? Anywhere via Zoom Technology!

• Register at https://go.wisc.edu/efc.krw

Future class dates and registration can be found at https://finances.extension.wisc.edu/programs/encouraging-financial-conversations/.

For those who have completed the EFC training, you are invited to attend the Booster Sessions. 

Extension is now offering Encouraging Financial Conversations: Booster Sessions that build on topics from our initial EFC training. These sessions will give participants an opportunity to practice the strategies, ask questions, and learn about additional financial resources. Sign up for one or all of the sessions.

Sessions take place via Zoom.
Registration is now open.

• August 8 – Engaging Others in Financial Conversations – Carol Bralich and Jeanne Walsh
  • Practice starting financial conversations, asking questions to promote financial goals and using listening skills with clients.
• November 14 – Rebuilding Credit – Todd Wenzel and Amanda Kostman 
  • Learn strategies to help your clients rebuild their credit. 

Extension’s Impact: Boosting Financial Skills for Social Workers