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Tools & Topics: skills for helping clients achieve their financial goals
November 6, 2019 @ 11:30 am - 12:50 pm
The CCC invites service providers to a brown bag lunch presented by Joe Connors, attorney and financial coach with Downeast Community Partners, from 11:30 am to 12:50 pm in the large conference room at SCEC.
- Learn Useful tools for building budgets with clients
- Discuss how to have conversations with clients about personal finances
- Explore even harder conversations about financial privacy and accessing benefits
Bring your lunch and we’ll provide beverages and dessert. RSVP to Christine.