NEFESH: The International Network of Orthodox Mental Health Professionals
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Your Money Your Goals:
An Empowerment Toolkit

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://nefesh.org/workshops/YourMoneyJan5/view

Your Money Your Goals:
An Empowerment Toolkit

Previously Recorded
$59.99 Vanessa Bright, AFC (Accredited Financial Counselor)

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.

About the Presenter

Vanessa Bright, MBA, AFC (Accredited Financial Counselor), is the Founder and Executive Director of The Maryland Reentry Resource Center. An effective leader, comfortable with problem solving, facilitation and coordinator of interdisciplinary teams, profit and non-profit entities, she is driven by serving the community. Her motto is Financial Empowerment & Knowledge for All. The Maryland Reentry Resource Center’s mission is to reduce Maryland’s recidivism rate by providing the support and direction needed post-incarceration. Vanessa aims to inspire people to lift their game by making the problem solving process highly collaborative.

This workshop Offers 3 Continuing Education Credits
This webinar is recorded and will not grant live credits.

Your Money Your Goals:
An Empowerment Toolkit

Previously Recorded

Presenter: Vanessa Bright, AFC (Accredited Financial Counselor)

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Course Length: 3 Hours

Learning Objectives:

  1. Describe ways to approach integration of Your Money, Your Goals into work with clients; to view this work through a social work lens; and to deepen your practice.
  2. Explain the ways outcomes of financial empowerment training align with program and client outcomes.
  3. Define financial empowerment and differentiate it from other approaches (financial capability, financial education, and financial literacy).
  4. Explain key financial empowerment concepts presented in Your Money, Your Goals.
  5. Access and use tools and materials available at www.consumerfinance.gov.

This workshop Offers 3 Continuing Education Credits
This webinar is recorded and will not grant live credits.

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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.

Learning Objectives:

  1. Describe ways to approach integration of Your Money, Your Goals into work with clients; to view this work through a social work lens; and to deepen your practice.
  2. Explain the ways outcomes of financial empowerment training align with program and client outcomes.
  3. Define financial empowerment and differentiate it from other approaches (financial capability, financial education, and financial literacy).
  4. Explain key financial empowerment concepts presented in Your Money, Your Goals.
  5. Access and use tools and materials available at www.consumerfinance.gov.

Agenda:

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



This presentation is open to:
  • Social Workers
  • Professional Counselors
  • Therapists
  • Psychologists
  • Licensed Mental Health Practitioners
  • Other professionals interacting with populations engaged in mental health based services
Course Level: introductory
Level of Clinician: beginner
  • New practitioners who wish to gain enhanced insight surrounding the topic
  • Experienced practitioners who seek to increase and expand fundamental knowledge surrounding the subject matter
  • Advanced practitioners seeking to review concepts and reinforce practice skills and/or access additional consultation
  • Managers seeking to broaden micro and/or macro perspectives

Participants will receive their certificate electronically upon completion of the webinar and course evaluation form.


  • CE You LLC is recognized by the New York State Education Department's State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0437

Refund Policy: Full Refund until 48 hours before scheduled date.
48 hours before: full refund less $5.00 processing fee. After event no refund will be given.
*exclusions apply for reasonable need and cause.