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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: 1280 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: 866 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
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: 341 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: 326 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: 388 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: 407 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: 259 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: 299 Reeta Wolfsohn
Financial Social Work Certification 3.0 Launch
 
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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: 1330 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: 400 Reeta Wolfsohn
5 Surefire Client Engagement Strategies for Financial Behavioral Change [Webinar Recording]
 
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Originally recorded Thursday, September 20, 2012 from http://www.financialsocialwork.com/ Engaging clients in financial education programs requires helping clients to "CHOOSE" not only to participate but to actively commit to them (whether mandated/unmandated.) This webinar will help you to facilitate this often challenging process by helping attendees to: - Recognize the "client-money" disconnect. - Understand clients' inner conflict with financial change. - Implement steps that help to reduce client resistance. - Help clients identify the benefits of financial behavioral change. - Practice the "5 Engagement Strategies." - Differentiate between a traditional and behavioral approach to financial education - Manage the role fear plays in rejecting new/better financial behavior when/if benefits are jeopardized. Presenter Reeta Wolfsohn, CMSW, founder of Financial Social Work and the Center for Financial Social Work will be your host and presenter.
Views: 369 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: 304 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: 555 Reeta Wolfsohn
A New Mental Health Resource: Online Money Support Groups for Women
 
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All women face gender specific financial challenges: we earn less, are often charged more and live longer. The financial problems and stress resulting from being born female impact mental, physical, emotional and social wellbeing. Sadly, these issues have been ignored far too long. Finally, there is a psychosocial approach available to assist women in healing their relationship with their money and with themselves. This unique resource is called MY MONEY MYSELF and is an Online Money Support Group for Women designed to help women create greater personal and financial wellbeing. TOPICS - "Gender of Money". - Basics of psycho-educational online support groups. - Benefits of sharing the journey to financial wellbeing. - FINANCIAL HEALING = Talking + Learning + Sharing + Supporting + Visualizing. - Details of Online Money Support Groups for Women. - How to get your Money Support Group discount code for clients, friends and family.
Views: 44 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: 155 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: 532 Reeta Wolfsohn
How Financial Stress Impacts Wellbeing
 
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https://www.financialsocialwork.com/ - According to the American Psychological Association’s most recent Stress in America – Paying with Our Health survey, financial stress is prevalent nationwide. In fact, since the first Stress in America survey in 2007, money has consistently topped Americans’ list of stressors, regardless of the economic climate. Those who experience financial stress are impacted emotionally, physically and fiscally. As a result, they are likely to become less productive at work and/or home. Watch this video featuring our guest speaker from the American Psychological Association (APA) to learn more about: - The Highlights of the 2015 Stress in America – Paying with Our Health Survey. - The Important Connection Between Financial Stress and Mind/Body Health. - The Sources of Financial Stress (and How They Differ by Gender). - The Role Support Can Play in Overcoming Money Stressors. - Strategies to Help You/Your Clients Manage Financial Stress.
Views: 247 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: 56 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: 143 Reeta Wolfsohn
Stopping Overshopping
 
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The Center for Financial Social Work is excited to host nationally known psychologist and author Dr. April Benson (To Buy or Not to Buy: Why We Overshop and How to Stop) for our holiday webinar. Over 18 million Americans are compulsive shoppers. Do you know one? For those who have trouble limiting their spending, the holiday season can be especially challenging. This supposedly "most wonderful time of the year" too often leads to months and years of financial problems. During the holiday season, it is easy to expect the money you spend to fill what is missing from your life, regulate your emotions, improve your mood, or provide you with the "right" image or "perfect" gift. Sadly, this is never the reality. Topics Covered - To differentiate between normal and compulsive buying. - The lines blur between generosity/caring and shopping. - Current research frames the relationship between money and happiness. - Installing the good into our brains changes our brains for the good. - If money isn't making you happy, then you're probably not spending it right. - You feel about whether "Happiness is Only as Far Away as Your Next Purchase." - Resist the temptation to overspend during the holiday season and all year long.
Views: 394 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: 573 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: 92 Reeta Wolfsohn
What Is Behavioral Economics?
 
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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: 171 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: 200 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: 280 Reeta Wolfsohn
How to Fight Financial Fraud
 
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Financial fraud affects thousands of Americans and costs consumers billions in lost savings every year. Watch this video to gain a greater understanding of the need for consistent and coordinated fraud prevention outreach to help protect you, your clients and all of the country's most vulnerable populations. TOPICS - Risk factors for falling prey to financial fraud. - Why certain people are more susceptible than others. - About the prevalence of financial exploitation. - What happens to victims of financial fraud. - Actions to take before and after fraud occurs. - The tactics employed by fraudsters. - How to avoid fraud red flags - How to fight fraud in your community. GUEST SPEAKER Christine N. Kieffer is Senior Director of the FINRA Investor Education Foundation with 20 years of financial and investor education experience. She manages national, state and grassroots partnerships, and develops tools and programs for law enforcement, victim advocates and consumers to advance investor protection and fraud prevention initiatives.
Views: 66 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: 360 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: 323 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: 264 Reeta Wolfsohn
What's Being Done To End Payday Lending Abuse?
 
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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: 118 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: 556 Reeta Wolfsohn
Estate Planning [Webinar Recording]
 
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http://www.financialsocialwork.com - It may be called "Estate Planning," but it isn't just for the rich and famous because a critical part of the process is determining who will raise your children or make your health care decisions when/if you are unable to. No one wants to think about (or plan for) dying, but everyone needs to! Attend this webinar to make sure you don't commit one of the top ten most common mistakes in life, death, and disability planning. You, your clients, and your loved ones will be glad you did. Presenter For over 19 years, Mary Hart has represented a broad cross-section of clients in a variety of matters including wills, trusts, estate and gift tax planning (including estate planning for family owned businesses and large estates), long term care planning, trust and estate administration and litigation, guardianship matters, etc.
Views: 448 Reeta Wolfsohn
Online Launch Event for the Financial Therapy Network
 
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https://www.financialsocialwork.com/ - We are pleased to invite you to the online launch event for the Financial Therapy Network (FTN): Financial Wellbeing Starts Here. FTN is a financial wellness center with options not available anywhere else. These include unique interactive opportunities for individuals based upon the philosophy/concepts of Financial Social Work. Watch this video to discover why Financial Wellness matters and how FTN’s unique products and services can contribute to your personal financial wellbeing. Through the Financial Therapy Network you can: - Develop a supportive community of men and women in similar circumstances. - Learn how to make friends with your money. - Develop the skills, tools and ability to take control of your money and gain control of your life. - The Financial Therapy Network is the consumer side of Financial Social Work. Through FTN everyone now has access to the on-going financial education, motivation, validation and support necessary for long-term financial behavioral change. Reeta Wolfsohn, CMSW, founder of Financial Social Work and the Financial Therapy Network will be your training guide.
Views: 52 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: 149 Reeta Wolfsohn
Investing Basics: Where, When, How, and Why
 
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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: 282 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: 260 Reeta Wolfsohn
Moving Clients in the Direction of Financial Wellbeing
 
59:16
https://www.financialsocialwork.com/ - As the field of financial literacy/capability evolves, it’s important to expand the concept and the conversation about this work beyond teaching basic money management skills. It’s time to recognize the critical role of financial wellbeing in all areas of clients’ lives (physical, emotional and psychological) and to develop methods for helping clients to achieve it. In this video, you will have the opportunity to learn about the work and research the Consumer Financial Protection Bureau is doing in the area of financial wellbeing and how the Center for Financial Social Work is incorporating financial wellness in its work. Topics covered in this video: - Consumer-derived definition of financial well-being. - Personal traits that support positive money habits. - “Financial ability” as a skill component of financial literacy. - Financial well-being framework that brings together research, policy and practice.
Views: 111 Reeta Wolfsohn
Gifting Clients With Holiday Financial Wellbeing
 
59:37
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: 222 Reeta Wolfsohn
Empower Clients Financially with a Growth Mindset
 
56:03
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: 55 Reeta Wolfsohn
Teaching Kids About Money [Webinar Recording]
 
01:27:21
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: 356 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: 191 Reeta Wolfsohn
What You Need to Know About Children and Money
 
01:03:17
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: 185 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: 65 Reeta Wolfsohn
Predatory Lending -- Every Client's Worst Nightmare
 
01:28:47
http://www.financialsocialwork.com/ - The Center for Financial Social Work is fortunate to have Susan Lupton, Senior Policy Associate with the Center for Responsible Lending, as a guest speaker to share with you: the real cost of high-cost consumer loans - payday loans, bank payday loans, car-title loans, and high-cost installment loans. Topics covered: - About loans up to 400% interest. - How lenders trap vulnerable borrowers. - What the research shows. - What the real cost of these loans is-- in dollars and other impacts. - Where these loans are legal -- Where they are not. - Who is taking steps to shut down these lenders. - How you can help your clients get out of these loans. - How you can get involved in fighting predatory lending.
Views: 516 Reeta Wolfsohn
Money Is; Money Isn't. Money Can; Money Can't. [Webinar Recording]
 
01:06:27
Original recorded on Wednesday, July 18, 2012 from http://www.financialsocialwork.com/ The topic of money sparks a wide range of reactions for everyone. Those thoughts, feelings and attitudes form the foundation for your relationship with your money which drives your financial behavior and ultimately determines your financial circumstances. - Gain greater insight into how those beliefs shape your financial decision making process. - Discover how they contribute create your financial situation. - Use this information for more positive outcomes in the future.
Views: 99 Reeta Wolfsohn

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