**Following this workshop, the Coalition and Hopelink are offering a series of monthly mini-trainings to further explore the Your Money, Your Goals (YMYG) toolkit. We plan to take a closer look at topics such as how to discuss finances, setting financial goals, earning income while maintaining public benefit eligibility and dynamic budgeting. This series will create space for direct service providers to share experiences using the Toolkit with those they serve. Please visit our Training and Professional Development page for details and future series dates, the first being on Wednesday, September 30 at 10 a.m.**
We hosted the latest in our Case Manager Training Series titled Financial Empowerment: Tools for Homeless Service Providers. Presented in partnership with Hopelink, this two-hour workshop gave an overview of the Your Money / Your Goals toolkit and how to apply its principles to homeless service work. A huge thank you to Donna O’Connor, Emily Goodright, and Joy Horbochuk from Hopelink for reviewing the toolkit and sharing their insights on how they have been using these tools in their case management work.
Below is an outline of the training with links to all the tools referenced in the workshop. We encourage you to refer to this outline as you watch the video and pause the video to explore each tool at your own pace. If you have questions or wish to explore this content in more detail, please email your questions to Jason.
- Self-Assessment Tool developed by Case Management Team
- Orientation to the Your Money / Your Goals Toolkit
Module 3 : Tracking income & benefits
- Know what is coming in
- Protecting money on your prepaid card
- Garnishments and offsets
Module 4 and 5: Paying Bills and Getting Through the Month
- Spending tracker
Module 7: Understanding Credit Reports and Scores
Additional Tools and Community Resources
- Your Money / Your Goals Supplemental Booklets
- Tips for Opening a Checking Account
- Economic Impact Payments, aka Stimulus Checks
- Other resources, including changes to state benefit programs, discounted telephone service and Pandemic EBT Benefits.
Hosted on 07/30/2020