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12.12.23 Financial Wellness – Budgets & Banking Basics

This live training will take place in Zoom Webinar. Please be sure to complete registration by clicking "Register for webinar" below AS WELL AS register through the Zoom link provided, to ensure you receive a Zoom confirmation email.

Date: Tuesday, December 12th, 10:00 am-12:00 pm

Description: This webinar will equip you with the knowledge to guide individuals on their journey to financial wellness. You will learn to differentiate between coaching, counseling, and education and recognize when someone is ready for financial coaching.

You will learn more about the strengths-based model of financial education and some other financial coaching resources, such as:

•Different tools available for budgeting
•Safe and affordable financial products & services
•Consumer protections and how they can assist participants in achieving their financial goals

Recommended Audience: This workshop is excellent for case managers or anyone supporting participants in developing financial goals. You will leave this workshop with the knowledge and tools to empower others on their path to financial well-being.

Presenter: Barbara Martinez, Manager of Asset Building Programs at Heartland Human Care Services

Date: 12/12/2023 Time of training: 10:00 am-12:00 pm Training Format: Live Webinar

  • Register for Webinar
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever