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.
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.
Registration is required to access the zoom.
Registration for EFC Foundations Trainings for 2024 is now open.
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 15 – Trauma-Informed Financial Education
- Learn application strategies to increase engagement and efficacy with your clients.
- Facilitators: Clare Dahl, Dane County Financial Educator; and Tahnee Aguirre, Milwaukee County Financial Educator
- May 9 – Reentry Ready
- Explore Extension’s financial education programs and resources to support reentering individuals from Wisconsin correctional facilities
- Facilitators: Todd Wenzel, Winnebago County Financial Educator; and Jonathon Ferguson, Extension Financial Capability Specialist
- August 8 – Engaging Others in Financial Conversations
- Practice starting financial conversations, asking questions to promote financial goals and using listening skills with clients.
- Facilitators: Carol Bralich, Washington County Financial Educator; and Jeanne Walsh, Chippewa County Financial Educator
- November 14 – Rebuilding Credit
- Learn strategies to help your clients rebuild their credit.
- Facilitators: Todd Wenzel, Winnebago County Financial Educator; and Amanda Kostman, Walworth County Financial Educator
Questions? Please contact Carol Bralich, Washington County Human Development and Relationships Educator, at email@example.com or 262.335.4477.
- Encouraging Financial Conversations: Worksheets (Spanish)
- Encouraging Financial Conversations: Handouts, Worksheets, and Resources
- Financial Capability Resources
- Starting Financial Conversations
- UW-Madison Financial Coaching Strategies website
- Financial Management Newsletters (also available in Spanish)
- Money Matters Online Self-Study Modules
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.