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Videos uploaded by user “Reeta Wolfsohn”
What is Financial Social Work
 
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Visit http://www.financialsocialwork.com/ The Center for Financial Social Work's mission is to empower individuals to make long-term financial behavioral changes and to educate, assist and support professionals who wish to provide a strength based, psychosocial approach to financial empowerment for their clients. The goal of the Center for Financial Social Work is to pick up where other economic/financial literacy models fail by incorporating education, motivation and support on an on-going basis. To facilitate it's mission and goal, the Center utilizes a unique behavioral approach to financial change and financial empowerment along with supporting services and products.
Views: 1346 Reeta Wolfsohn
Make Money While Making a Difference With the Financial Social Work Partner Program!
 
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Partner with Center for Financial Social Work and offer your clients big discounts and earn referrals on the "My Money Myself" program by Financial Therapy Network. Two thirds of American adults are stressed about finances and almost half have trouble paying their monthly bills. They need help. The Financial Social Work (FSW) community has the expertise to help people take control of their money and their lives. Partner with us to offer big discounts, earn referrals, and help those you know create financial wellbeing! When you refer clients, colleagues, friends and family to the low cost "My Money Myself" consumer self-help program, the new FSW Partner Program will compensate you! If you rather pass those earnings to your clients as savings, that is possible as well! You choose what works best for the situation. Topics Covered - How you can offer big discounts to your clients on the 'My Money Myself' program by Financial Therapy Network. - How you can become a money-earning FSW Partner. - The simple program registration process. - Why and how this opportunity benefits everyone. - How to get started earning 30% of your sales immediately.
Views: 327 Reeta Wolfsohn
Financial Infidelity – Divorce-Proofing Your Marriage
 
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Up to 31% of US adults admit lying to their spouses/partners about money. Hidden bank accounts, purchases and debt are a devastating betrayal of trust. Called financial infidelity, this behavior often has a serious impact on a relationship. The motives behind it may be “innocent” enough (or not), but the consequences are often costly beyond the dollars and cents. Topics Covered - What exactly is financial infidelity? - What are the red flags to watch for? - What causes financial infidelity? - What are the potential outcomes of this behavior? - How can it be prevented? - How can professionals support their clients?
Views: 169 Reeta Wolfsohn
Relationship 1st, Money 2nd - How to Have a Healthy Romantic Relationship When Talking About Money
 
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Learn how to navigate the #1 wrecker of relationships - money! How can you fight your way out of the power struggle between men and women or savers and spenders? What can you do to disconnect from harmful financial and emotional behavior and reconnect with your partner? How can you recognize that there is a problem? Watch to learn how to re-romanticize your relationship while discussing money. Learn how to spot the addiction of financial infidelity, and then learn how to treat it. In this video we will offer specific tools and effective solutions to help you address money and the threat it poses on your relationships. Topics Covered Watch this video featuring guest speaker Dr. Bonnie Eaker Weil to learn... - Why is money a hot button issue? - Why do opposites attract in managing and spending money? - The 8 stages of a relationship and how to reach love despite the struggle over money. - How are money and power dynamics intrinsically connected? - How do I navigate the inevitable power struggle? - How do familial relationships to money affect you and your partner now? - How do I spot and treat the addiction of financial infidelity? Can financial infidelity become infidelity? - How is credit card debt and financial mismanagement connected to the brain? - Smartheart tools and dialogue for financial and emotional balance. - Smartheart skills to romance yourself back into the honeymoon stage.
Views: 407 Reeta Wolfsohn
Financial Elder Abuse - Detection, Intervention & Prevention
 
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Financial Elder Abuse refers to a broad range of behaviors, including: taking money or property, forging an older person’s signature, coercing or unduly influencing an older person to sign a financial document and defrauding/pulling scams to obtain money from an older person. As the country’s population ages, the need to recognize and prevent financial exploitation of your older clients and family members increases. Studies suggest between $1.5- $2.9 billion are stolen each year from older adults. Elder abuse remains a hidden problem with studies indicating only 1 in 44 cases of financial elder abuse is ever reported to authorities. Topics Covered Watch this video featuring guest speaker Art Mason, LCSW to learn... - The different types of financial abuse. - The most frequent perpetrators. - The most frequent case scenarios. - How to identify possible cases of financial exploitation. - The most effective interventions. - How and who to refer cases of elder financial abuse. - What to expect in terms of outcomes.
Views: 959 Reeta Wolfsohn
Understanding Your Money [Webinar Recording]
 
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Originally recorded on Wednesday, February 22, 2012 from http://www.financialsocialwork.com/ Past chapters of your money story reveal how your current financial situation evolved from childhood messages received/perceived. More recent chapters demonstrate how those messages were internalized and actualized with regard to financial safety, stability and security. If you want to write future chapters featuring increased emotional stability and improved financial circumstances this webinar is for you. In this webinar, we will discuss: - Understand what your money story contributed to your current financial situation. - Prevent your past money story from determining your financial future. - Benefit from the lessons your money story has to teach you. - Become the author of future chapters with more positive outcomes.
Views: 380 Reeta Wolfsohn
Financial Social Work + Community Action: A Winning Combination
 
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http://www.financialsocialwork.com/ - Watch this presentation to learn how and why Financial Social Work's unique financial behavioral change model is being practiced by community action agencies across the U.S; how it helps staff and clients take control of their money and gain control of their lives. Topics Covered: - What Financial Social Work (FSW) is. - How FSW engages clients in the financial behavioral change process. - How FSW differs from traditional Financial Education. - How FSW educates, motivates and empowers both staff and clients in creating sustainable, long-term financial behavioral change. - Basics of the online Financial Social Work certification. - How your agency can receive a discount on the FSW certification.
Views: 350 Reeta Wolfsohn
8 Steps for Paying for College: How to Navigate the Minefield of Student Loans
 
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http://www.financialsocialwork.com/ - Could you use some help in coming up with a plan to pay for your, or your child’s, college education? The debate over the value of a college education vs. the out of control costs of attending college rages on. Regardless of which side of the discussion you are on, the cost of a college education in this country is creating a huge economic divide and contributing to inescapable, long-term financial problems for students, graduates, families and the economy. If you could use some guidance on how to fund higher education, you won’t want to miss this webinar recording in which you will learn from an expert in the field: - How to Navigate the Minefield of Student Loans. - The 8 Basic Steps for Paying for College Tuition. - Information to save you/your family money. - How to simplify this complex and intimidating process.
Views: 579 Reeta Wolfsohn
Helping Clients Cope with the Costs of Medical Care
 
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Clients coping with physical illness often find themselves struggling with the financial costs of their medical care. The financial, physical and mental challenges these men and women face require more holistic models of care and support. Addressing the financial component of medical problems is a relatively new and exciting approach to wellness that all human service and mental health providers should be familiar with. This webinar will demonstrate the benefits and advantages of this approach. Topics - Best practices from one agency helping clients manage a chronic condition. - How to approach the financial aspects of chronic illness with clients. - How to support clients experiencing multiple types and levels of stress. - The best ways to maintain client rapport and relationship. - Basic healthcare and financial tools and tips.
Views: 84 Reeta Wolfsohn
Financial Self-Care: Yoga for Personal Finance
 
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Financial self-care offers multiple benefits for the eight out of ten Americans who identify money as their number one stressor. It helps decrease stress and increase the ability to cope with the many challenges that accompany financial problems. While different than traditional self-care (yoga, meditation, mindfulness), the healing benefits of financial self-care improve clients' ability to handle the mental, physical and emotional issues that result from financial stress. Watch to learn how to engage clients in the practice of financial self-care for long-term personal and financial change. TOPICS - The 6-Basic Techniques of a Financial Self-Care Practice. - The 2 C's foundational to a successful practice. - The action-oriented aspects of a Financial Self-Care Practice. - The motivational and psychosocial facets of this type of self-care.
Views: 93 Reeta Wolfsohn
Entrepreneurship Basics For Human Service Professionals
 
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Many of the skills and talents of mental health and human service providers help to make these professionals successful entrepreneurs. Have you ever thought about starting your own business? If you have, this webinar is for you – especially if you have a talent or interest you enjoy teaching to others/clients. Topics Covered Watch this video featuring guest speaker Sunya W Folayan to learn… - When/how to get started. - Part-time VS full-time entrepreneurship. - The benefits of having your own business. - Reasons to consider a home-based business. - Business tax advantages. - Increasing your income streams. - Growing your retirement funds.
Views: 288 Reeta Wolfsohn
Financial Social Work Certification 3.0 Launch
 
01:08:32
Visit http://www.financialsocialwork.com The Center for Financial Social Work will launched our newly updated Financial Social Work Certification Program at this special event. The updated certification program, Financial Social Work Certification 3.0, is beautifully formatted and includes the most current financial information and approaches for engaging clients on the journey to financial behavioral change. You don’t want to miss this special event to learn more about the updated program and a chance at winning one of many giveaways!
Views: 1412 Reeta Wolfsohn
How Can Consumer Credit Counseling Help Clients?
 
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Consumer debt reached an all-time high in 2018 and is expected to continue growing. Debt is a financial problem shared by many but managed by few. It's more important than ever for consumers to know their options for dealing with debt and consumer credit counseling is an important one. Watch to develop an understanding of how this intervention may help your clients. TOPICS - Debt Management Programs (DMP). - Impact-focused financial counseling and education. - Creating reach and relevance. - Going beyond the numbers - motivating change. - Measuring what matters - client-focused results.
Views: 56 Reeta Wolfsohn
Help Clients Escape Economic Abuse #WhyIStayed
 
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Visit http://www.financialsocialwork.com October is recognized as Domestic Violence Awareness Month and provides the opportunity to shine a light on this often hidden but not so secret problem. Domestic violence/intimate partner abuse is defined as physical, sexual, or psychological harm caused by a current or former partner/spouse. "Economic Abuse" is an additional and major component of this problem. It is used by abusers to limit and control a partner or spouse's access to financial resources. Its goal is to keep a partner/spouse financially dependent and unable to leave the relationship. Too often, economic abuse limits victims to choosing between staying in the abusive relationship or facing financial hardship, extreme poverty and homelessness. This video will offer specific tools, methods and insight for addressing the challenges and issues of economic abuse. The goal of this free training session is to help and support everyone who works with (or who is) a victim, survivor, friend, family or colleague of someone experiencing domestic and economic abuse.
Views: 576 Reeta Wolfsohn
Clients, Credit Reports, and Credit Scores
 
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http://www.financialsocialwork.com - The Center for Financial Social Work and Experian invite you to this free webinar to learn about the credit reporting and scoring process. Attend this webinar to better understand the credit scoring system, how to distinguish fact from fiction when it comes to credit reporting, and how to effectively address questions regarding this often misunderstood financial tool. Credit reports and scores play a crucial role in everyone's life (yours as much as your clients') because they can impact the ability to get a loan, obtain mobile telephone and utility service, rent an apartment, and qualify for a job. Guest Speaker Rod Griffin, Director of Public Education at Experian, is responsible for Experian's national consumer education programs and supports the company's community involvement and corporate responsibility efforts. He speaks regularly at regional and national financial literacy events, serves as an expert spokesperson and is frequently quoted in national print, television and online media outlets.
Views: 548 Reeta Wolfsohn
Celebrating 20 Years of Financial Social Work
 
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For 20 years, the Center for Financial Social Work has been at the forefront of financial behavioral change and continues to create new and innovative materials to educate, motivate and support professionals and clients in achieving greater financial wellbeing. TOPICS - How engaging the more creative part of the brain contributes to financial healing. - Why internal dialogue and self-reflection nurture personal growth and financial change. - Why financial wellbeing is about more than dollars and cents. - Where the field of financial wellness is headed; why/how to be part of it. - What's new and what's coming to Financial Social Work. - About our beautiful new website.
Views: 62 Reeta Wolfsohn
Why Credit Karma is Critical to Client Financial Education
 
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http://www.financialsocialwork.com/- Credit scores impact everyone's life, but did you know they haven't always been available to consumers? A few things credit scores have always been though are: intimidating, complicated to understand and expensive to acquire. Now that has all changed thanks to CreditKarma.com, where consumers can get credit scores, credit monitoring, and personalized savings recommendations -- all for FREE. Watch this video to learn about: - The variety of services Credit Karma offers. - The importance of using this resource with clients. - Why it is important for your clients to monitor their credit and finances. - How to get the most out of a free Credit Karma membership.
Views: 579 Reeta Wolfsohn
Connecting Clients to Consumer Financial Protection
 
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http://www.financialsocialwork.com - Deceitful predatory lenders and businesses consistently perpetrate financial abuses on clients and consumers; until 2011 there wasn't much to be done about it. Now this country finally has an independent federal agency specifically created to look out for consumers' best interests. This agency, the Consumer Financial Protection Bureau (CFPB), is an invaluable resource for all mental health, human service and community action professionals. The Center for Financial Social work is proud to partner with Social Justice Solutions (SJS) and the Consumer Financial Protection Bureau to provide a webinar training on the role of the CFPB in all helping professions' client work. In this session you will learn: - What the CFPB is; what it does. - How the CFPB complaint process works. - What are CFPB's financial education initiatives and resources. - How important and relevant CFPB is to client work. - How CFPB works to protect clients from deceptive or misleading practices. - How the CFPB empowers clients to take more control over their financial lives. "The central mission of the Consumer Financial Protection Bureau (CFPB) is to make markets for consumer financial products and services work for Americans--whether for a mortgage,credit card, or other consumer financial products." GUEST SPEAKERS Darian Dorsey is the Chief of Staff for the Office of Consumer Response at the Consumer Financial Protection Bureau. She has been involved in every major facet of the strategy, design, and development of the Office of Consumer Response. Dubis Correal joined CFPB in November 2011 as the Strategic Partnerships and Outreach Coordinator. Prior to that, she was the Director of the U.S. Treasury's Office of Financial Education.
Views: 325 Reeta Wolfsohn
The Psychology of Debt in America
 
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Many people underestimate the influence their emotions and their sense of self-worth have on their financial decisions. Debt and other financial problems are often the results of subconscious choices that have nothing to do with how much we make and a great deal to do with how we feel about ourselves and how much we understand about why we spend. This video will explore topics covered in a recent survey conducted by NerdWallet and Harris Poll. More than 2,000 U.S. adults were asked "why debt happens" and you will be surprised by both the results and by what our experts have to say. Watch this video if you want new, different and helpful ideas for reducing debt and increasing financial wellbeing. TOPICS COVERED - Acceptable reasons to go into debt. - Less acceptable and embarrassing reasons for creating debt. - The emotions behind overspending. - Most common ways we think people get into debt vs actual causes of debt. - Segments of the population most and least in debt. - Questions and answers session with guest speaker.
Views: 343 Reeta Wolfsohn
Human Trafficking - What It Is and Why It Matters
 
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Human trafficking is a form of modern day slavery. It means being forced to work without pay, under the threat of violence and being unable to leave. Human trafficking is often a hidden crime and its victims are often afraid to come forward and seek help. As a result, learning more about human trafficking, and how to identify and respond to victims, is critical in the challenge to disrupt this growing criminal activity. Topics Covered - How to identify human trafficking victims. - How to help adult/child trafficking victims. - About the critical role of finances in human trafficking. - Common misconceptions about human trafficking. - How to take action on the mezzo/macro level. Guest Speaker Madison Darling is the Education Coordinator at Blanket Fort Hope, a nonprofit organization dedicated to the care of child trafficking victims. Madison created and ran the Suicide Prevention Organization which is now the basis for pending Alabama legislation. After writing the educational curriculum for Blanket Fort Hope, she joined the staff as Education Coordinator. She has developed programs for Blanket Fort Hope, the University of Alabama, and the Birmingham Police Department.
Views: 81 Reeta Wolfsohn
How "Experian Boost" May Help Clients Improve Their Credit Scores
 
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Credit reports and credit scores affect everyone's life personally and financially. This is because they determine your ability to get a loan, a credit card or a mortgage, rent an apartment, get a decent insurance rate, your lights turned on or purchase things you need. Recent changes in credit reporting and scoring may help some consumers by eliminating certain negative information on credit reports and providing the ability to add new kinds of positive information. Topics - To add positive utility and telecom payments to your report. - Bank account information may improve your FICO score. - New options are available to protect you from credit fraud. - The basics haven't changed and remain critically important for managing your credit report and scores. - Extended Q&A session.
Views: 68 Reeta Wolfsohn
Financial Wellness in the Workplace
 
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Eight out of ten Americans identify money as their number one stressor. These men and women bring their financial stress and its physical, mental and emotional toll to work every day. Employees' financial problems impact their employers' bottom line when employees grow less engaged and productive, make more mistakes, are late or absent or take second jobs to supplement their income. Join us to learn how your organization can begin to identify the extent of employee financial stress in your workplace and mitigate its impact with specific proactive actions. TOPICS - How employees' financial stress puts a workplace at risk. - What employees need and want for improved financial wellbeing. - How organizations, staff and clients benefit from financial wellness. - Basic First Steps of a Financial Wellness Program for your workplace.
Views: 101 Reeta Wolfsohn
5 Success Secrets to Client Financial Goal Setting
 
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http://www.financialsocialwork.com/ - Do you know the top New Year's resolution every year? It's improving personal financial circumstances (along with losing weight). The best way to turn resolutions into reality? Goal setting. Watch this webinar recording to understand how to both set and achieve your [and your clients'] financial goals for 2014! Topics covered: - How setting goals provides opportunities. - How to engage clients. - How to set, monitor and realize goals. - How technology can help. - The 5 Success Secrets. - Q&A session included.
Views: 405 Reeta Wolfsohn
4 Rs of Financial Behavioral Change
 
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Originally recorded Wednesday, August 15, 2012 from http://www.financialsocialwork.com/ What client outcomes do you hope to achieve with financial literacy programs? In this webinar you can share your goals for your financial education work. Attendee Takeaways - Explain the 4 Rs of Financial Behavioral Change. - Provide actionable, progressive steps unique to Financial Social Work for each. - Explore financial behavioral change through a psychosocial lens which combines personal growth and awareness with increased financial knowledge. - Address how to engage clients to begin the journey to sustainable, long-term financial behavioral change. - Demonstrate the connection between emotional stability and financial circumstances. Presenter Reeta Wolfsohn, CMSW, founder of Financial Social Work and the Center for Financial Social Work will be your host and presenter.
Views: 362 Reeta Wolfsohn
Financial Challenges of Addiction [Webinar Recording]
 
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Originally recorded on Tuesday, May 22, 2012 from http://www.financialsocialwork.com/ This webinar will identify the financial issues that using addicts, addicts in recovery and the families/support system(s) of these men and women face and highlight appropriate treatment and interventions for clinicians who work with this client population while addressing challenges their families experience. Topics Covered: - Addiction & Financial Problems - Bad Credit - Budgeting - Challenges/Funding Substance Abuse Programs - Denial - Finding and/or Keeping A Job - Generational Dysfunctional Family Issues - I Think my Family Member stole from me for drugs, what to do - Money Triggers/Relapse - Take Control of Your Problems - Treatment, Interventions, & Challenges - Self-Sufficiency - How to save, repair, and enjoy life; despite the consequences and costs of addiction.
Views: 206 Reeta Wolfsohn
Gambling Disorder - Helping Clients Who Practice Risky Behavior
 
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For gamblers, the thrill of the game can quickly escalate the amount of their bets and their risky behavior. Their preoccupation with betting impacts all areas of their lives and of the lives of their families and the communities where they work and socialize. Gambling disorder is one of the most misunderstood mental health problems in the DSM (Diagnostic and Statistical Manual of Mental Disorders) so this video will focus on the most recent research findings available. TOPICS - Why and how to screen clients for gambling problems. - How to diagnose a gambling disorder (using DSM-5). - Risk factors for developing a gambling disorder. - The common trajectory of a gambling disorder. - Recommended interventions. - How to prevent relapse.
Views: 110 Reeta Wolfsohn
The Gender of Money - What it Is, How it Hurts, Why it Matters
 
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Did you know April 4th is Equal Pay Day? Most people don't - which why women still earn so much less than men and families continue to struggle financially. Equal Pay Day is the symbolic day dedicated to raising awareness of the gender pay gap. It represents how much longer a woman must work into the new year to earn what a man earned in the previous calendar year. If you, a partner or a spouse have ever felt gender pay inequity is more about the choices women don't have than the ones they too often feel compelled to make, you won't want to miss this video. TOPICS COVERED Watch this video featuring speaker Reeta Wolfsohn to learn... - How "Femonomics" and the "gender of money" underpin the feminization of poverty. - The seven "Femonomics" (gender of money) components. - How the "gender of money" impacts the lives of women, men, children and families. - How much gender pay inequity costs women over the course of a lifetime. - Ten ways to use this information to improve your own and your clients' financial wellbeing. - Additionally, you'll receive helpful and inspiring handouts!
Views: 126 Reeta Wolfsohn
Teaching Kids About Money [Webinar Recording]
 
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Originally recorded on Wednesday, June 20, 2012 from http://www.financialsocialwork.com/ Do you think it's possible to teach 4, 5, or 6 year olds how to successfully manage money? It is and you'll learn how in this very special webinar. Topics Covered: - Empower children to take greater responsibility with/for their money. - Help children begin to understand the value of money. - Help children to develop the skills to make wiser spending and savings choices. - Reduce the stress/disagreements too often accompanying financial decisions within families. Questions Answered: - What age is the "right" age to teach children about money? - Is there only one way to teach children about money? - Is there a wrong way to teach children about money? - What are the myths that sabotage healthy financial behavior? - What does it mean that financial literacy + core values = true wealth? Guest Presenter: Rob Sansome Rob founded the Financial Literacy Group in 2002 and spends all of his time speaking and consulting with organizations and families about the importance of financial literacy and helping parents teach their children how to manage money at a young age.
Views: 362 Reeta Wolfsohn
What You Need to Know About Children and Money
 
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Research shows that children form their money habits by the time they are 7 years old. How are your, or your client's, kids learning about money? Do their money remarks or actions reflect what you want them to value about spending and savings? What can you do to help young people better understand and manage money? Topics Covered Watch this video featuring guest speakers Lori Hendrickson and Shawna Faith Thompson to learn... - Why it's important for children to learn about money. - How everyone can start talking to kids about money. - How to help youth develop healthy money habits. - A variety of fun-filled age-appropriate activities. - Where to find trustworthy free/low-cost curriculum resources.
Views: 186 Reeta Wolfsohn
The Financial Literacy Conundrum
 
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http://www.financialsocialwork.com - If it surprises you that the value and efficacy of financial education is still part of the financial literacy dialogue in 2013, you won't want to miss this webinar as the Center for Financial Social Work addresses the need for rethinking and reframing the financial literacy/financial capability conversation. Until and unless clients take control of their money they will never feel, or be, in control of their lives. Therefore, the question isn't whether financial education does or doesn't work, the question is how, where and when to build capacity.
Views: 282 Reeta Wolfsohn
Identity Theft: How You and Your Clients Can Recover
 
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http://www.financialsocialwork.com/ - Identity theft takes place when someone uses YOUR personal identifying information to commit fraud or theft. It is an indiscriminate crime perpetrated on low-income earners, children in the foster care system, domestic violence survivors, the homeless, active duty military, veterans and people like you, me and those we care about. Identity theft is the number one consumer complaint in America. It can take months/years of hard work for a victim to reclaim his or her identity. The emotional and tangible effects of victimization can be devastating, long-term and expensive. The Center is excited to have the coordinator of the National Identity Theft Victims Assistance Network talk to the Financial Social Work community about this very important issue. Watch this video to learn: - What to do if you become a victim. - What resources are available. - The financial and emotional impact of identity theft on victims. - The various kinds of identity theft. - How to help and support clients through the many steps of identity theft recovery.
Views: 147 Reeta Wolfsohn
Helping Clients Set and Achieve Financial Goals [Webinar Recording]
 
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http://www.financialsocialwork.com/ - January is traditionally a time for reflecting on the past and planning for the future. Some call this process making New Year resolution; others call it goal setting. It is a universal practice filled with good intentions, high hopes and great expectations which too often go unmet. Successfully setting and achieving goals becomes complicated when it isn't understood that "setting" and "achieving" are two very different activities; each requires a different skill set and approach. Takeaways include: - The two different skill sets required for 1.) setting and 2.) achieving financial goals. - How to avoid the pitfalls that habitually sabotage the goal setting process. - How to set appropriate and measurable financial goals. - The behavioral elements required to achieve financial goals. - The residual benefits of financial goals. - The 3 components necessary for success. - How Financial Social Work plans to help you and your clients succeed at goal setting throughout 2013. Presenter Reeta Wolfsohn, CMSW, founder of Financial Social Work and the Center for Financial Social Work will be your host and presenter.
Views: 412 Reeta Wolfsohn
Empower Clients Financially with a Growth Mindset
 
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The term fixed mindset and its sister construct, growth mindset, were coined by Carol Dweck to describe how people cope with failure. Her research revealed how profoundly a person's mindset affects long-term health, happiness, and success. Clients with a growth mindset are more likely to overcome financial obstacles, to believe they can improve their financial wellbeing, and to experience better outcomes. Attend this free webinar for tips and techniques on how to start moving your clients toward a growth mindset! TOPICS - The basics of a fixed and a growth mindset. - How each mindset positions clients for failure or success. - How to assess a client's mindset. - A detailed plan for helping clients develop and maintain a growth mindset.
Views: 151 Reeta Wolfsohn
How the Gender Wage Gap Impacts Women, Men, Children and Families
 
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Women earn only 79 cents for every dollar earned by a man and minority women earn even less. Families rely on women’s earnings but closing the gender wage gap has stalled. Join us to explore the facts and figures behind the gender wage gap and how public policies – especially in training and education – can help to increase women’s earnings, lift families out of poverty, and close the gender wage gap. Topics Covered Watch this video featuring guest speakers Ariane Hegewisch, M.Phil. and Cynthia Hess, Ph.D. of the Institute for Women’s Policy Research to learn… - How the wage gap is measured and what it means for families. - How career choices affect women’s lifetime earnings. - The differences in how women and men negotiate wages. - The role of training and workforce development for setting women on a path to higher earnings. - Strategies for helping women successfully complete training and education.
Views: 96 Reeta Wolfsohn
5 Secrets to Helping Clients Overcome Self-Defeating Financial Beliefs
 
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http://www.financialsocialwork.com/ - Did you know financial success has more to do with your money beliefs than it does with how much you earn? That’s because your thoughts, feelings and attitudes about money (your financial beliefs) determine your financial behavior: how you earn, spend, save and share. Your financial behavior is the foundation of your financial circumstances. During this training session, you will learn how to help clients identify self-defeating financial beliefs/myths and how to eliminate their impact on financial wellbeing. Topics of Discussion - Connect to their earliest money memories. - Prevent past money beliefs from impacting current financial decision-making. - Use a new tool to reveal their values. - Incorporate their values to support financial success. - Create an Intention Statement to improve their financial futures.
Views: 337 Reeta Wolfsohn
Better Negotiating Skills for You and Your Clients
 
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http://www.financialsocialwork.com - In honor of Equal Pay Day 2014 (April 8th), negotiation expert and Close the Gap App author, Lisa Gates is providing the Center for Financial Social Work community with a webinar teaching how you and your clients can improve your negotiating skills by capturing your strengths and accomplishments in ways that frame your unique value. Guest Speaker Lisa Gates is a consultant, trainer and coach, co-founder of She Negotiates, and is committed to ending the wage and leadership gaps for women. Lisa is co-author of Close the Gap App and a frequent contributor to Forbes Woman. The work of She Negotiates has been featured on NPR and CNN, Fox News, New York Times and The Wall Street Journal, as well as online magazines such as Huffington Post, The Daily Muse, and Daily Worth.
Views: 269 Reeta Wolfsohn
6 Steps to a Debt Free Holiday
 
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http://www.financialsocialwork.com/ - Watch this webinar to learn how to eliminate the stress and anxiety of costly holiday spending in a way that is simple to accomplish and respectful of your values and beliefs. Visit our website to also receive a Free FSW eBook: 6 Simple Steps to a Debt FREE Holiday Workbook Program. Learn the six steps of the program; how to use them personally and professionally. The Free eWorkbook program includes everything you need to create a holiday featuring more spirit and less spending: - Tools & Tips - Forms & Information - Motivation & Support This webinar is intended for everyone, including members of the professional community and individuals who want to improve their own personal standing with their financial well-being. Don't miss this opportunity to learn a clear path to a debt-free and stress-free holiday!
Views: 558 Reeta Wolfsohn
6 Steps to a Debt FREE Stress FREE Holiday Season 2012 [Webinar Recording]
 
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http://www.financialsocialwork.com/ - This year the Center for Financial Social Work is offering the tools, motivation and support to prevent the holiday season from being filled with unreasonable expectations and unaffordable expenses which contribute to personal conflict and financial struggle instead of joy and celebration. Attendee Takeaways Include - Learning the best holiday apps. - Knowing what to beware of when/if using lay-a-way. - Recognizing what marketers are doing to get you to spend. - Using new tools and strategies to keep you (and your clients) focused and on track for success. - Understanding why a Debt FREE Stress FREE (DFSF) Holiday matters to you; using this knowledge to your advantage. Presenter Reeta Wolfsohn, CMSW, founder of Financial Social Work and the Center for Financial Social Work will be your host and presenter.
Views: 207 Reeta Wolfsohn
My Money Myself; My Money and Everyone Else [Webinar Recording]
 
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Originally recorded on Tuesday, March 27, 2012 from http://www.financialsocialwork.com/ Money is the primary lens through which we view our lives. As a result, it influences our thoughts, feelings and attitudes regarding our sense of self, self-esteem and self-confidence. When our money lens causes us to confuse our self-worth with our net worth, or blurs our relationship with our money it also limits the personal and financial insight which leads to sustainable, long-term change. If where you are in your life isn't where you want to be attend this webinar to learn how to: - Create the personal and financial boundaries necessary for improved financial circumstances. - Choose a different money lens through which to live your life. - Begin to change your relationship with your money. - Understand how/why the very personal nature of money impacts all areas of your life.
Views: 152 Reeta Wolfsohn
Financial Self-Care, the Missing Piece in Financial Wellbeing
 
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http://www.financialsocialwork.com/ - Self-care, any deliberate behavior taken to improve physical, mental and emotional health, can be challenging personally and professionally. This is because financial wellbeing is not addressed, and financial wellbeing is the foundation for physical, mental and emotional health. Financial Self-Care is the essence of financial wellbeing. Topics of Discussion - What financial self-care is. - The role financial self-care plays in physical and emotional health. - The Four (4) Parts of Financial Self-Care. - How to develop a Financial Self-Care Plan. - Eight Financial Self-Care Behaviors.
Views: 152 Reeta Wolfsohn
Investing Basics: Where, When, How, and Why
 
01:19:44
http://www.financialsocialwork.com/ - To celebrate "Financial Literacy Month" the Center for Financial Social Work is offering this webinar on one of our most requested topics. If you have been thinking about starting to invest or wishing you knew more about the process of investing this webinar is for YOU! Our guest speaker is Dr. Martie Gillen from the University of Florida. Topics covered: - Investing versus saving - When the best time to invest is - Starting early/Starting Late - Active versus passive - Where to invest - How to get started
Views: 286 Reeta Wolfsohn
Creating, Engaging and Using Money Mini-Posters With Clients
 
01:04:29
If you’ve ever wished for an easier way to guide clients through important financial concepts, "Money Mini-Posters" are the tool for you. They provide a client-centered, hands-on approach that encourages clients to establish healthy money habits in a manner and at a pace that makes sense for them. Learn more and download a free money mini-poster at https://www.financialsocialwork.com/blog/webinar-recording-creating-engaging-and-using-money-mini-posters-with-clients
Views: 266 Reeta Wolfsohn
What Is Behavioral Economics?
 
01:07:15
Behavioral economics explains why Americans live beyond their means, why so many have more credit card debt than savings, and why people make irrational financial choices. These insights offer valuable tools to help clients improve their financial wellbeing. If you've ever wondered what behavioral economics is and whether it has anything to do with the work of mental health and human service professionals, attend this webinar to learn more (hint: it does)! TOPICS - Understand the consequences of their actions. - Overcome emotional spending. - Consciously reducing impulsive buying. - Choose to save money. - Recognize the 10 Reasons they spend too much. - Embrace change.
Views: 258 Reeta Wolfsohn
The State Of Financial Wellbeing In America
 
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Our first monthly webinar of 2018 when the Consumer Financial Protection Bureau (CFPB) will present the results from their first-of-its-kind national survey on financial wellbeing. In addition, the webinar will describe a set of five principles you can put into practice through financial education to help your clients take financial action and move toward financial wellbeing. CFPB tools and resources for your use will also be shared! TOPICS - The distribution of financial wellbeing scores for the overall adult population and for selected subgroups. - The wide variation in how people feel about their financial wellbeing. - Opportunities to improve the financial wellbeing of significant portions of the U.S. adult population through practice and research. - Five principles built on research-based insights about how people make financial decisions. - The feedback provided from financial education practitioners, and client's/consumers' own experiences in the financial marketplace. - Basic principles along with tested and promising strategies from the CFPB.
Views: 106 Reeta Wolfsohn
Gifting Clients With Holiday Financial Wellbeing
 
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The song says the holiday season is "the most wonderful time of the year." The reality though is that it’s the time of year when people often spend money they don’t have, on gifts too quickly forgotten while building debt that can last a lifetime. It is unhealthy behavior guaranteed to jeopardize financial wellbeing. This session will demonstrate ways to gift clients with holiday spending behaviors that contribute to financial wellbeing rather than financial problems. Topics Covered - Resist holiday spending. - Realign a holiday gift list. - Rethink holiday entertaining. - Match holiday expenses to a holiday budget rather than to others’ expectations. - Keep the spirit and meaning of the holiday; eliminate the consumption and consumerism associated with it.
Views: 224 Reeta Wolfsohn
Helping Clients Cope During the Holidays
 
36:11
The holidays can take its toll physically, emotionally, as well as financially. Listen in to hear our top coping methods to foster wellness. The belief is that the holidays are the most wonderful time of the year - but are they? For many people, it's the most difficult time of year and they need support getting through them. We created this webinar to provide you with new client "Holiday Health" tools along with materials to share with your clients to help them practice more healthy holiday behaviors. TOPICS - A 5-Step System for Client Holiday Health. - The 15 most proactive holiday health techniques to share with clients. - To help clients understand why they may not "feel" how they think they should at the holidays. - The physical impact of holiday stress. - The emotional toll of unfulfilled holiday expectations. - The financial stress of the holidays. - The reality of re-gifting. - Whether spending more equals greater appreciation. - Whether it really is the thought that counts.
Views: 193 Reeta Wolfsohn
How to Become a Student Debt Survivor
 
01:02:32
College debt challenges students and their families. It is a trillion-dollar problem that overwhelms new and past graduates alike because the cost of everyday life makes repaying loans a constant challenge. Melanie Lockert, our guest speaker, knows the stress of owing $81,000 in student debt and the relief of paying it off. She will provide you with the steps to take if you, a client, or someone you care about is struggling with the burden of student loans. TOPICS - How to pay off debt on any income. - 3 Specific Strategies for paying off debt. - Public programs for student loan forgiveness. - Which repayment program is best for you. - Escaping student debt related anxiety and depression. - The Basics of Creating a Student Debt Repayment Plan. - Options to earn more.
Views: 92 Reeta Wolfsohn
What's Being Done To End Payday Lending Abuse?
 
58:27
Payday and car title loans are designed to trap borrowers in 300-400% debt for months and sometimes years on end. Marketed as a quick fix for the cash flow problems of this country's most vulnerable populations, these loans are anything but. In states that allow payday and car title loans, they drain almost $8 billion in fees every year from the pockets of borrowers who can least afford it. By contrast, consumers in states where these loans are illegal SAVE over $5 billion every year in abusive fees. The Consumer Financial Protection Bureau (CFPB) will hopefully release its final national payday rule this month, taking a major step to rein in the worst payday abuses. TOPICS - What is the true cost of payday lending? - What will the national payday rule do? - What loans are covered? What lenders are covered? - What loans and lenders are not covered? - How will this new rule affect your state? - How will payday lenders try to overturn or evade this rule? - How can you help to defend this rule and the CFPB? GUEST SPEAKER Susan Lupton has been the Senior Policy Associate at the Center for Responsible Lending since 2002. Her work has helped position North Carolina as a model for predatory lending reform, including strong mortgage protections, protections for homeowners at risk of foreclosure, and curbing payday and bank payday abuses.
Views: 146 Reeta Wolfsohn
Whatever Happened To The American Dream?
 
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We share the same dreams as our clients: financial stability and the opportunity for a better life for ourselves and for our children. We've been told hard work is the way to do this, but we know that possibly doesn't mean probable and there is a host of factors that contribute to where we end up in life. Topics - What people believe it takes to achieve the American Dream. - Where this belief comes from. - What research tells us contributes to our success. - The psychology that drives how we think about success. - How to have more productive conversations about opportunity, inequality, and mobility. - How our lived experience may differ from those we serve. - We'll also introduce a new tool, Your American Dream Score, which can assist us in our work moving forward.
Views: 71 Reeta Wolfsohn