Talking about money and goals may be difficult for you while you are helping clients address other complex issues. You’ll discover how to have money conversations with the people you assist to help them achieve their financial goals. You will learn how to help others set goals, save money, manage credit, get organized, and more.
Intended audience: Nonprofit groups, volunteers, clergy, and social service providers who assist clients/members with financial management concerns
Format: Two 2-hour workshops