Encouraging Financial Conversations

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 Thursdays, February 8-March 14, 2024 9AM-10AM
  • Where? Anywhere via Zoom Technology!

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 from 10:30 am – noon.
Registration is now open.

  • February 2 – Engaging in Conversations,  Carol Bralich and Jeanne Walsh
    • Practice starting financial conversations, asking questions to promote financial goals and using listening skills with clients.
  • May 18 – COVID/Inflation Impact,  Jonathon Ferguson
    • Many Wisconsin families continue struggling to cope with higher prices due to inflation. Learn a variety of approaches to help clients deal with current financial challenges.
  • August 10 – Financial Problem Solving, Amanda Kostman & Carol Bralich
    • Practice financial problem-solving techniques using common financial concerns of clients.
  • November 16 – Rebuilding Credit – Todd Wenzel and Amanda Kostman 
    • Learn strategies to help your clients rebuild their credit. 

Questions? Please contact Carol Bralich, Washington County Human Development and Relationships Educator, at carol.bralich@wisc.edu or 262.335.4477.

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