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.

Facilitator Materials 🔒

Overview of Encouraging Financial Conversation Program

Register for Encouraging Financial Conversations

To enroll in one of our Extension’s Encouraging Financial Conversations series, just click on the ‘Registration and details’ link for the class that works best for you. Currently all sessions are being held virtually via Zoom. All handouts and materials for the series can be accessed here for free.

February to March EFC Series–Registration is required to access the zoom. Registration and details: https://go.wisc.edu/efc.krw

Dates: February 17, 20, 24, and 27; March 3 & 6.

Time: 9 am – 10 am

March to April EFC Series–Registration is required to access the zoom. Registration and details: https://go.wisc.edu/754mu9

Dates: March 12, 19, 26; April 2, 9, & 16.

Times: 1 pm – 2 pm

Register for our Encouraging Financial Conversations: 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 and details: https://go.wisc.edu/efcboosters

February 13 (Part 1) and March 13 (Part 2): Trauma-Informed Financial Education with Clare Dahl, Dane County Financial Educator & Tahnee Aguirre, Milwaukee County Financial Educator

Part 1: Learn application strategies to increase engagement and efficacy with your clients

Part 2: Opportunity for further discussion and practice

May 8: Reentry Ready with Todd Wenzel, Winnebago County Financial Educator & Jonathon Ferguson, Extension Financial Capability Specialist

Explore Extension’s financial education program and resources to support reentering individuals from Wisconsin correctional facilities.

August 21: Engaging Others in Financial Conversations with Carol Bralich, Fond du Lac County Financial Educator & Jeanne Walsh, Chippewa County Financial Educator

Practice starting financial conversations, asking questions to promote financial goals and using listening skills with clients.

November 13: Rebuilding Credit with Todd Wenzel, Winnebago County Financial Educator & Amanda Kostman, Walworth County Financial Educator

Learn strategies to help your clients rebuild their credit.

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

Encouraging Financial Conversations Resources

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.

An EEO/AA employer, University of Wisconsin-Madison Division of Extension provides equal opportunities in employment and programming, including Title VI, Title IX, the Americans with Disabilities Act (ADA) and Section 504 of the Rehabilitation Act requirements.