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Financial Wellness – Budgets & Banking Basics-12.12.23

This is a recording of a training that took place on December 12th, 2023.

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 Training Format: Recorded Webinar

  • Recording of Financial Well-Being Webinar
  • Additional Resources
  • Feedback Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever