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.
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.
Registration is required to access the zoom.
- January 18 – February 22, Wednesdays from 9 am – 10 am
- March 7 – April 18, Tuesdays from Noon – 1 pm
- August 2 – September 6, Wednesdays from 11:00 am – Noon
- October 3 – October 19, Tuesdays and Thursdays from 11:30 am – 12:30 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 is now open.
- February 2 – Engaging in Conversations, Carol Bralich and Jeanne Walsh
- Practice starting financial conversations, asking questions to promote financial goals and using listening skills with clients.
- May 18 – COVID/Inflation Impact, Jonathon Ferguson
- Many Wisconsin families continue struggling to cope with higher prices due to inflation. Learn a variety of approaches to help clients deal with current financial challenges.
- August 10 – Financial Problem Solving, Amanda Kostman & Carol Bralich
- Practice financial problem-solving techniques using common financial concerns of clients.
- November 16 – Rebuilding Credit – Todd Wenzel and Amanda Kostman
- 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 262.335.4477.
Encouraging Financial Conversations Resources
- Encouraging Financial Conversations: Worksheets
- 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
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.
