Encouraging Financial Conversations is a program designed for case managers, social workers, and other frontline staff to help empower clients to achieve their financial goals and manage their money.

Participants will learn techniques and strategies to help their 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. Participants will also learn coaching strategies that capitalize on a client’s strengths and resources in coming up with solutions. 

The program is open to helping professionals in Racine, Kenosha, Milwaukee, and Walworth counties. This is a 6-session program will meet online via Zoom. Workshops will be held on Mondays, Oct. 7 – Nov.11  from 2:00-3:00 PM. The workshops are free and registration is required. View the flyer.