Encouraging Financial Conversations

Encouraging Financial Conversations

Unsure about how to discuss money with your clients? Encouraging Financial Conversations is an Extension developed series that will help you engage in positive conversations around money.  The six-hour training is geared for helping professionals (case managers, social workers, and other front line staff), but open to anyone! You will learn how to help empower others to achieve their financial goals and manage their money. Learn more about EFC by reading this article.

Overview of Encouraging Financial Conversation Program

To enroll in Extension’s Encouraging Financial Conversations series, just click on the ‘Registration and details’ link. Currently all sessions are being held virtually via Zoom. All worksheets and resource materials are free and can be accessed in the Encouraging Financial Conversations Resources section below.

February through March EFC Series

Mondays from 1 pm to 2 pm on the following dates: February 2, 9, 16, 23 & March 2 and 9

Registration: go.wisc.edu/efc.krw 

*This course has been approved by the National Association of Social Workers (NASW), Wisconsin Chapter for six continuing education hours for social workers. Those who would like to earn these NASW continuing education hours must attend all 6 sessions and complete the evaluation survey.

March through April EFC Series

Tuesdays from 1 pm to 2 pm on the following dates: March 17, 24, 31 & April 7, 14, and 21

Registration: https://go.wisc.edu/24ctvy

May through June EFC Series

Wednesdays from 9 am – 10 am on the following dates: May 20, 27 & June 3, 10, 17, and 24

Registration: https://go.wisc.edu/qsuw15

October through November EFC Series

Tuesdays from 10 am – 11 am on the following dates: October 6, 13, 20, 27 & November 3 & 10

Registration: https://go.wisc.edu/tln06k

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.

EFC Booster sessions for 2026 will be available March 1, 2026. Sessions will take place via Zoom from 10:30 am – noon. Registration and details will be available at https://go.wisc.edu/efcboosters

Questions? Please contact Carol Bralich, Fond du Lac County Human Development and Relationships Educator, at carol.bralich@wisc.edu or 920-906-4622.

Extension’s Impact: Boosting Financial Skills for Social Workers

The resources provided above are proven tools used and/or developed by UW-Madison Division of Extension Financial Education professionals. All materials are free to use with clients or for personal use.

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