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The Your Money, Your Goals toolkit, created by the Consumer Financial Protection Bureau is comprehensive and brings together information, tools, and links to other resources case managers and social workers can use to help clients build skills in managing money, credit, debt, and financial products. Having all these resources in one place can make it easier for you to bring financial empowerment concepts into conversations you may already be having. This can help the people you work with increase the financial stability in their lives.
Although, sharing this information and tools may feel like a completely different job from your current one, another thing you’re being asked to add to your workload, once you’re familiar with the resources in this toolkit, it can become natural to integrate its contents into the work you do every day.
https://ceyouplus.org/workshops/YourMoneyJan5/viewYour Money Your Goals:
An Empowerment Toolkit
Previously Recorded
Presenter: Vanessa Bright, AFC (Accredited Financial Counselor)
Course Length: 3 Hours
This workshop Offers 3 Continuing Education Credits
This webinar is recorded and will not grant live credits.
The Your Money, Your Goals toolkit, created by the Consumer Financial Protection Bureau is comprehensive and brings together information, tools, and links to other resources case managers and social workers can use to help clients build skills in managing money, credit, debt, and financial products. Having all these resources in one place can make it easier for you to bring financial empowerment concepts into conversations you may already be having. This can help the people you work with increase the financial stability in their lives.
Although, sharing this information and tools may feel like a completely different job from your current one, another thing you’re being asked to add to your workload, once you’re familiar with the resources in this toolkit, it can become natural to integrate its contents into the work you do every day.
10:00 AM Welcome, Introductions, and Overview
Please introduce yourself in the chat:
Name
What type of work do you do?
Clients that you work
Money topics most important for the clients you serve
Introduction to the CFPB and Financial Empowerment
CFPB purpose
Financial empowerment
Key resources
Orientation to Your Money, Your Goals & the Tools for
Implementation and the Introductory Modules
Introduction Part 1: Introduction to the toolkit
This section will provide an overview of the topics and tools.
Introduction Parts 2 & 3: Understanding the Situation &
Starting the Money Conversation
Introduction Parts 4: Emotions, Values, and Culture:
What’s Behind Our Money Choices?!
11:00 AM Module 1: Setting goals and planning for large purchases
This section will cover helping clients to set and reach SMART
goals.
Module 2: Saving for emergencies, bills, and goals
This section will include an overview of emergency savings, self-
financing emergencies, federal insurance for financial institutions,
and banking history reports.
Module 3: Tracking and managing income and benefits
This section will introduce tools for tracking and managing income
and spending.
Module 4: Paying bills and other expenses
This section will discuss wants versus needs, planning for bills and
using a spending tracker.
12:00 PM Module 5: Getting through the month
This section will introduce tools for tracking and
managing income and spending as well as the cash flow method
of budgeting, the tools used to create a cash flow budget, and
advantages to using a cash flow approach over a monthly budget
Module 6: Dealing with debt
This section will address good debt, bad debt, tracking debt and
reducing debt topics.
Module 7: Understanding credit reports and scores
This section will include an overview of components of credit
reports, how to order credit reports, using annualcreditreport.com,
common credit report-related terminology, how to dispute errors
on a report, and credit scores.
Modules 8: Money services, cards, accounts, and loans, and
finding out what works for you
This section covers finding and choosing the best financial
products for oneself and/or family.
Module 9: Protecting your money
This section covers protecting your identity, advoiding scams and
submitting complaints.
12:45- 1:00 PM ADJOURNMENT - final questions