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.

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.

  • April 14 – May 3, Tuesdays and Thursdays from 10-11 am, Registration and details
  • May 3 – June 7, Tuesdays from 9-10 am, Registration and details
  • July 6-July 21, Wednesdays and Thursdays from 9-10 am, Registration and details
  • August 2 – 18, Tuesdays and Thursdays from 9-10 am,  Registration and details
  • September 20 – October 6, Tuesdays and Thursdays from 11:30 am – 12:30 pm, Registration and details coming soon
  • October 4 – 20, Tuesdays and Thursdays, Registration and details coming soon

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.

All sessions will take place via Zoom from 10:30 am – noon.

THURSDAY, MAY 19.     The Impacts of COVID and Inflation on Family Finances

THURSDAY, AUG 11.     Financial Problem Solving

THURSDAY,  NOV 17.     Rebuilding Credit 


  • The Impacts of COVID and Inflation on Family Finances: Many Wisconsin families were hit hard during COVID due to lost income. Just as they’re starting to bounce back, they are struggling to cope with rising food and gas prices due to inflation. Learn a variety of approaches to help clients deal with these specific financial challenges.
  • Financial Problem Solving:  Practice financial problem-solving techniques using common financial concerns of clients.
  • Rebuilding Credit:  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 262.335.4479.

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.

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