Tools & Topics BBL
November 6 @ 11:30 am - 12:50 pm
Service providers are invited to a brown bag lunch on Tools & Topics: skills for helping clients achieve their financial goals presented by Joe Connors, Financial Coach with Downeast Community Partners. Joe will review useful tools for building budgets with clients (if you have a budget template you’re currently using, bring it with you!); discuss having conversations with clients about personal finances; and even harder conversations about financial privacy and accessing benefits. Bring your lunch, we’ll provide beverages and dessert. RSVP to Christine. Participants are welcome to stay for the Work Group meeting immediately following.