Financial Education & Literacy Training for Case Managers Working with Homeless or At Risk Clients

The Massachusetts Association for Community Action (MASSCAP) in conjunction with the Institute on Assets and Social Policy (IASP) of the Heller School, Brandeis University, present an important training in financial education and financial literacy for case managers and others who work with homeless or near-homeless people.

The two-day training for the Merrimack Valley Region is set for:

Thursday, March 4th and Friday, March 5th

Community Teamwork, Inc.

Houlares Early Learning Center

126 Phoenix Avenue, Lowell

BOTH TRAININGS are from 9:00 am to 2 pm

The training is underwritten in part by a grant from Citizens Bank and is based on a Financial Education Toolkit developed by MASSCAP and IASP under a grant from the Department of Housing and Community Development (DHCD).   The Toolkit and training support the efforts of Community Action Agencies, shelters, and other community based groups to help DHCD address homelessness under the new structure begun on July 1.

The training will allow those who help people for whom homelessness is imminent or who are seeking to leave shelter, to provide appropriate financial education to their clients when needed.  In short, the right information at the right time.

The training will include the following topics:

  1. Talking with Clients about Money Values, Attitudes & Emotions
  2. Budgeting & Setting Financial Goals
  3. Improving Credit Scores & Reports;
    Handling Debt & Bankruptcy
  4. Accessing and Using Financial Products & Services
  5. Accessing & Using Public Benefits
  6. Teaching Children & Youth Basic Money Concepts

Please RSVP or call with questions: Tim Olevsky at 617.357.6086 or


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