The Coalition on Homelessness in partnership with Hopelink are offering a series of monthly mini-trainings to 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 next on Wednesday, October 28 at 11 a.m.
We are hosting the second installment in our Financial Empowerment Training Series on Wednesday, October 28 at 11am. Click here to register.
Below are links to some of the tools we will be examining at the workshop.. If you have questions or wish to explore this content in more detail, please email your questions to Jason.
Financial Empowerment Training Series Pt I: How to Discuss Finances
We hosted the first installment in our Financial Empowerment Training Series on Wednesday, September 30. Presented in partnership with Hopelink, this one-hour workshop provided an introduction to the Your Money / Your Goals toolkit and how to apply its principles to homeless service work. A huge thank you to Emily Goodright, Joy Horbochuk and Anna Austing from Hopelink for reviewing the toolkit and sharing insights on how to have client-centered, culturally appropriate conversations about finances with those you serve.
Below are links to all the tools referenced in the workshop. We encourage you to refer to these as you watch the video and pause 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.
- Financial Empowerment Self-Assessment
- My Money Picture
- Step by Step Guide to Economic Impact Payments and This One Page Fact Sheet
For additional information on stimulus checks, check out this training video. The CFPB is also offering virtual drop-in office hours so you can ask an expert your questions, every Wednesday at 11:30 until November 18. Click here to attend, or dial in using +1 571-348-5774, Conference ID: 503 140 753#
- October 28, 2020: Setting Goals
- No training in November due to holidays
- December 2, 2020: Saving
- January 27, 2021: Tracking income& benefits
July 30 2020 Financial Empowerment Workshop
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
- Requesting your free credit report
- Reviewing your credit report
- Ordering and Reviewing Criminal Background Report
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