Case Manager Training Series: Financial Empowerment: Additional Tools for Homeless Service Providers (Updated 02/26/2021)

Hopelink invites you to join their next installment in this series on Wednesday, April 28th from 11:00am to 12:00pm PST, click here to register. You do not need to have attended prior sessions to fully participate in this training. If you would like to review our prior trainings, see the recordings below

This upcoming training will focus on teaching providers how to empower the people they serve through information and tools related to YMYG Module 6: Dealing with Debt. We hope you will join us to discuss this and other tools from the Your Money / Your Goals toolkit in more detail. Since we will not be hosting a training in March, here is a link to some short videos to keep financial empowerment fresh in your minds: Videos to spark action!

Looking forward to seeing you on Wednesday, April 28th. Let us know if you have any questions

 


Financial Empowerment Series: Getting Through the Month

February 26, 2021

Click Here to View Presentation Materials

Event Summary: The most recent workshop in our Financial Empowerment Training Series explored using cashflow budgeting to ensure the people you serve have the funds that they need at the time they need it. Static budgeting can leave households without needed income when bills come due. Thank you to the housing case management staff at Hopelink for helping us work through common scenario questions. If you plan to review the above recorded training materials, we encourage you to first examine this scenario question.

Below are links to all the materials 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. You can also read through all presentation materials here. If you have questions or wish to explore this content in more detail, please email your questions to Emily.


Financial Empowerment Series: Tracking Income and Benefits

January 27, 2021

Click here to view presentation materials

Video timestamps found in YouTube video description.

Event Summary: The latest in our case manager training series explored how to help clients track multiple sources of income, such as earned income and public assistance programs. This training focused on how to help clients earn extra income while protecting their eligibility status for various state and federal assistance programs. We touched on how to track income and public benefits with an eye toward understanding garnishments and deductions, payment options, and how to increase net earnings.

Public Benefits Legal Assistance: Special thank you to Kate Means and Daniel Parker with Benefits Law Center for explaining how to help clients apply for SSI / SSDI and maintain their eligibility while seeking additional income. Benefits Law Center provides free and low-cost legal assistance to community members needing assistance with SSI / SSDI related issues. Check out their collection of self-help materials, and if you would like to refer someone you are working with call 206-686-7252 or submit your clients information using this online form.

Basic Needs Advocacy: Public assistance programs exist because working class coalitions asked and fought for them, making public benefit advocacy a key part of helping clients navigate these topics. Thank you to Lianna Kressin with Statewide Poverty Action Network for highlighting efforts to strengthen state assistance programs this legislative session. Check out the following resources to stay informed and get involved in their work:

Workshop Materials: Below are links to all the materials 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. You can also read through all presentation materials here. If you have questions or wish to explore this content in more detail, please email your questions to Jason.

Join us on Wednesday February 24 at 11am for the next training in this series: Getting Through the Month. Click here to register.


Financial Empowerment Series: Saving

December 2, 2020

Part three of our training series explored savings plans and how to navigate public benefit eligibility and tax filing while saving for future goals. Thank you to special guest Hannah Rosenberger with Solid Ground Public Benefits Assistance Program for explaining asset limits and how to save while maintaining eligibility for cash and food assistance programs. If you or someone you work needs legal guidance related to a public benefits issue, they can reach out to benefitslegalhelp@solid-ground.org or call 206-694-6742 for an intake.

Click here to review asset limits in detail.

Below are links to all the materials 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.

Join us on Wednesday January 27 at 11am for the next training in this series: Tracking Income and Benefits. Click here to register.


Financial Empowerment Series: Setting Goals

October 28, 2020

Video timestamps found in YouTube video description.

We hosted the second installment in our Financial Empowerment Training Series on Wednesday, October 28. Part two explored tools to help your clients set goals, breaking down their financial objectives into achievable tasks. A huge thank you to Emily Goodright, Joy Horbochuk, Anna Austing and Jacinta Matthews from Hopelink for reviewing these tools with us.

Below are links to all the materials 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.

Annual Subsidized Pass Pilot: Sound Transit and King County Metro are launching a pilot program to provide ORCA cards to low income King County residents. The Annual Subsidized Pass functions like an ORCA LIFT card that can be offered free of charge. This pass will be available to residents of King, Pierce and Snohomish County whose income is at or below 80 percent of the Federal Poverty Limit and who qualify for specific state and federal public benefit programs. This pilot will be administered by Catholic Community Services, Seattle / King County Public Health Department and the Department of Social and Health Services (DSHS). Click here for more information. 

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# 

Join us on Wednesday December 2 at 11am for Part Three in this Series: Saving.

  • No training in November due to holidays
  • December 2, 2020: Saving
  • January 27, 2021: Tracking income& benefits

Financial Empowerment Series: How to Discuss Finances

September 30, 2020

Video timestamps found in YouTube video description.

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.

Join us on Wednesday October 28 at 11am for Part Two in this Series: Setting Goals.

  • October 28, 2020: Setting Goals
  • No training in November due to holidays
  • December 2, 2020: Saving
  • January 27, 2021: Tracking income& benefits

Financial Empowerment Workshop

July 30, 2020

Video timestamps found in YouTube video description.
Click Here to Review the PowerPoint Slides Used in the Above Video

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.

Opening Activity

Module 3 : Tracking income & benefits

Module 4 and 5: Paying Bills and Getting Through the Month

Module 7: Understanding Credit Reports and Scores

Additional Tools and Community Resources