Professional Documents
Culture Documents
2019-06-03 FSW Lesson 5 Appendix PDF
2019-06-03 FSW Lesson 5 Appendix PDF
Appendix for Workbook 5
Helpful Online Resources: Client Engagement & Special Populations/Needs
Resource Topic Page #
FSW Client Engagement 1
Entrepreneurship 2
Money, Couples & Divorce 23
Teaching Kids, Special Needs 34
Survivor/Retirement and Funeral 45
Planning
Elder and Intimate Survivor Abuse 5
Other Special Concerns (such as 6
Addictions, Criminal Debt and
Feminization of Poverty)
Assorted eBooks/Articles 67
FSW Client Engagement
4 Rs of Financial Behavioral Change
FSW webcast replay demonstrating the connection between emotional stability and
financial circumstances, exploring financial behavioral change through a
psychosocial lens and addressing how to engage clients to begin the journey to
sustainable, longterm financial behavioral change.
.
5 Surefire Client Engagement Strategies for Financial Behavioral Change
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 FSW webinar recording will help you facilitate this
challenging process. Understand clients’ inner conflict with financial change,
implement steps that help to reduce client resistance and help clients identify the
benefits of financial behavioral change.
Engaging Clients with Financial Education Support Groups
FSW webinar recording of the What and How of Financial Education Support
Groups to help clients achieve long term personal and financial growth at the same
time they are developing healthier money management skills and tools.
Money relationship affects every other relationship in our lives
3 minute video; interview with Reeta Wolfsohn on the factors you need to
understand in order to have a healthier relationship with your money.
Overcoming the Fear of Finances
3 minute video; interview with Reeta Wolfsohn; this is about setting [financial]
boundaries.
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© Reeta Wolfsohn, CMSW 2014
Practicing Financial Social Work:
Appendix for Workbook 5
Entrepreneurship
Encore Entrepreneurship for Women
30 minute online course by the U.S. Small Business Administration. This
introduction to business planning is directed to women over the age of 50 who are
interested in pursuing a second career and launching their own business.
Financing Options for Small Businesses
30 minute online course by the U.S. Small Business Administration. Topics include;
determining your financial needs, loans, grants, venture capital, angel investors,
crowd funding and other financial options available to small businesses.
How to Write a Business Plan
30 minute online course by the U.S. Small Business Administration. It explains the
importance of business planning, defines and describes the components of a
business plan, and provides access to sample plans and resources that can help
you develop a very good business plan.
Introduction to Crowdfunding for Entrepreneurs
30 minute online course by the U.S. Small Business Administration. It provides an
overview of crowdfunding (also commonly referred to as ‘crowd financing’ or ‘crowd
sourced capital’).
Marketing 101: A Guide to Winning Customers
30 minute online course by the U.S. Small Business Administration designed to
provide a basic overview of marketing. It is directed to small business owners who
are interested in reaching a broader customer base.
Understanding and Building Smart Business Credit
42 minute webinar recording by NFIB. It addresses: how business credit can help
grow your business, why separating business credit and personal credit can greatly
mitigate your risk and the 4 keys to building business credit.
Money, Couples and Divorce
The Money Talk: Chapter 1
LearnVest and Chase Card Services put together a money and couples webinar on
what the money talk is and why it’s so important for a healthy relationship. This
webinar was subsequently split into 5 parts and posted on youtube. Chapter 1 is in
a 9 minute video. The subsequent parts/chapters follow.
The Money Talk: Chapter 2 – 6 minute video
The Money Talk: Chapter 3 – 5 minute video
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© Reeta Wolfsohn, CMSW 2014
Practicing Financial Social Work:
Appendix for Workbook 5
The Money Talk: Chapter 4 – 9 minute video
The Money Talk: Chapter 5 – 9 minute video
The Demise of DOMA: What Does It Mean? The Impact on Social Security,
Medicare and Medicaid For Same Sex Couples
1.25 hr webinar by the National Senior Citizens Law Center (NSCLC) on issues
confronting same sex couples in light of the Supreme Court's decision overturning
the Defense of Marriage Act. Who is eligible for Social Security spousal and
survivor benefits?
Is it OK if I’m in a registered domestic partnership or civil union?...
Financial Implications of Divorce
1.5 hr webinar replay by Dr. Barbara O'Neill, a professor at Rutgers University,
author of Saving on a Shoestring and Investing on a Shoestring, and coauthor of
Money Talk: A Financial Guide for Women. Here is a hard copy of the presentation.
This replay provides both general and military divorce financial planning.
Teaching Kids, Special Needs
15 Ways to Teach Kids About Money
article providing simple ways to help educate children about personal finance and
managing money.
Financial and Future Planning for Siblings with Special Needs and Disabilities –
1.25 hr webinar recording by the Center for Financial Security at the University of
Wisconsin. Here is a pdf of the presentation. It presents findings from research on
how families address financial and future planning for adult family members with
special needs or disabilities. It also includes program descriptions and contact
information for organizations and agencies that provide support and information for
families with adult siblings with special needs or disabilities.
For Me, For You, For Later
Sesame Street website devoted to helping parents teach young kids about
spending, sharing and spending. Site includes kidfriendly podcasts, videos and
activities as well as guides for parents and educators.
How to Raise a Money Smart Child
A free parent’s guide produced by JumpStart. It involves looking at your own
attitudes about money, becoming financially literate and involving your child in family
financial planning (ageappropriately) for ages 28, 912 and 1318. It also includes
some advice on financing college.
Interactive Money Games for Kids
A fun way to teach kids about money. JumpStart has a large collection of free and
printable money activities for use in the classroom or at home.
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© Reeta Wolfsohn, CMSW 2014
Practicing Financial Social Work:
Appendix for Workbook 5
Learn About Advertising
Admongo is a government created [game format] site that teaches kids about how
advertising works and how it is all around you… Here, kids will explore, discover,
and learn.
Can he/she make it to the top?
Money as You Grow
Site offers 20 essential, ageappropriate financial lessons—with corresponding
activities—that kids need to know as they grow. Select your child's age, and a list of
financial literacy milestones pop up.
The Money Guide for Kids
A free guide to money management for kids 8 to 12. It includes fun lessons on
saving and spending.
Teaching Kids About Money
With this FSW replay, you can learn how to help children understand the value of
money and develop the skills to make wiser spending and savings choices. Also,
learn how to reduce the stress/disagreements often accompanying financial
decisions within families.
Teaching Kids About Money: An AgebyAge Guide
Article with agebyage activities for teaching children about money.
Survivor/Retirement and Funeral Planning
50 Ways to Love Your Money
an easytouse guide from AARP Financial, Chase and Visa with personal finance
tips for consumers over 50. It contains loads of handson tips and tools to help you
spend less than you make and ensure your money is working just as hard for you as
you are working for yourself.
Spent
a documentary about everyday Americans without the financial options most of us
take for granted and the movement giving them renewed hope. Turning to pawn
shops, check cashing services, and using payday loans to meet basic financial
needs can be costly for many of us, with $89 billion a year going to fees and interest
for using these types of alternative financial services.
Survivor, Spousal and Retirement Benefits
1 hour AARP video includes guidance on social security 101, when to take social
security benefits, how divorce or remarriage impacts your social security benefits
and more.
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© Reeta Wolfsohn, CMSW 2014
Practicing Financial Social Work:
Appendix for Workbook 5
Paying Final Respects: Tips for Funeral Planning
1.5 hour webinar recording by learning extension. When a loved one dies, grieving
family members and friends often are confronted with dozens of decisions about the
funeral — all of which must be made quickly and often under great emotional
duress. This webinar helps you find answers to some of these questions: What kind
of funeral should it be? What are you legally required to buy? What about the
availability of environmentally friendly or “green” burials? What other arrangements
should you plan? And, practically, how much is it all going to cost?
Elder and Intimate Economic Survivor Abuse
Elder Abuse Risk Factors Part 1
22 minutes video by the NCEA. It discusses: When we talk about “risk factors of
elder abuse,” what do we mean? Why is it important to understand risk factors?
What are the key research findings on risk factors, and which are most predictive of
abuse?
Elder Abuse Risk Factors: Part Two
16 minutes video by the NCEA. It addresses: What key points should workers in the
field keep in mind about elder abuse risk factors and protective factors? Looking
ahead, which areas related to risk factors most urgently need to be studied next?
What are some policy implications of what we know about elder abuse risk factors?
Pure Financial Exploitation vs. Hybrid Financial Exploitation Cooccurring with Elder
Physical Abuse and/or Neglect
1.25 hr webinar recording by Shelly Jackson, Ph.D. from NAPSA in which she
shares her research findings (hard copy of presentation). Implications for how
professionals intervene and work with victims of pure financial exploitation vs. hybrid
financial exploitation are discussed.
Understanding Survivor Barriers to Financial Independence
[Part 1] In this webinar recording, Kim Pentico, from the National Network to End
Domestic Violence (NNEDV) presents Financial Abuse 101. Financial abuse is a
common tactic used by batterers to control and isolate their partners with
farreaching and devastating consequences. This webinar will provide information
to consider before ending a relationship, including strategies to protect safety.
Understanding Survivor Barriers: Financial Empowerment Curriculum
[Part 2] In this webinar recording, Kim Pentico, from NNEDV, presents tools for
advocates. You will be provided a brief overview of financial basics, including
budgeting, credit, loans and longterm planning.
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© Reeta Wolfsohn, CMSW 2014
Practicing Financial Social Work:
Appendix for Workbook 5
Webinars on Other Special Concerns (such as Addictions, Criminal Debt
and Feminization of Poverty)
Crossing Paths: The Intersection Between Reverse Mortgages and Bankruptcy
–Two tools available to seniors to combat financial distress are reverse mortgages
and bankruptcy. Reverse mortgages allow seniors to tap their home equity to pay off
outstanding debts or supplement monthly income. Bankruptcy provides an
opportunity to obtain a fresh start by discharging certain debts or adjusting one's
financial affairs. This webinar sponsored by the National Consumer Law Center
reviews the intersection between these two tools and when they can work together
to prevent foreclosure or put a senior on more solid financial footing.
Financial Challenges of Addiction
FSW recording identifies the financial issues that using addicts, addicts in recovery
and the families/support system(s) of these men and women face and highlights
appropriate treatment and interventions for clinicians who work with this client
population while addressing challenges their families experience.
Trapped: The Effects of Criminal Debt on Reentry
1 hr webinar recording by the Shriver National Center on Poverty Law and ACLU.
The criminal justice system has increasingly imposed fees, costs, and charges as
well as fines and restitution amounts, on people who are convicted, or sometimes
merely accused, of crimes over the past decade. The result: a dramatic increase in
debt among people with conviction records. Part 1 and Part 2 hardcopies.
Who is Poor in This Country and Why
Replay of FSW’s “Feminization of Poverty” and the how and why “Femonomics.”
Gain a better understanding of the specifics, the statistics, and how financial
knowledge and understanding contribute to the improved sense of self,
selfawareness and selfconfidence needed for women to feel (and to be) more
prepared to take control of their money and gain control of their lives.
Assorted eBooks and Articles
5 Tips About LateLife Divorce and Your Money Getting a divorce at any age has
emotional implications, but getting a divorce after 50 comes with the added burden
of unique financial challenges.
The Cost of Raising a Special Needs Child – According to the U.S. Department of
Agriculture, it will take roughly $240,000 to raise a child from birth to age 18.
For a special needs child, those expenses can quadruple.
Facing foreclosure? You have options – If you've missed even one mortgage
payment, time is of the essence. The foreclosure process in many states moves
quickly. Here are some options…
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© Reeta Wolfsohn, CMSW 2014
Practicing Financial Social Work:
Appendix for Workbook 5
Get the facts on bankruptcy – Bankruptcy can be frightening. It can also be a
solution when there's no other way around your debt. Here are tips and suggestions
to consider if you're facing that possibility.
Love and Money: Your Guide to the Coupling of Finance and Romance – free
ebook from MMI that addresses both the fun and serious issues of merging two
people’s finances. It includes: ten quick tips for planning together, ten financial
topics to consider before committing, how to protect loved ones from financial
crisis, and how to survive financially when love goes wrong.
Problem Gamblers and Their Finances A Guide for Treatment Professionals –
free 59 page workbook put together by the National Council on Problem Gambling
and the National Endowment for Financial Education. There is also a free 49 page
companion volume, Personal Financial Issues for Loved Ones of Problem
Gamblers.
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© Reeta Wolfsohn, CMSW 2014