Customer Engagement

Streamlined, Interactive Process

There are two parts to Customer Engagement: Education and Guidance. Guidance: The more people a person has to see within a process in order to find out information or get to the final results, the less likely they are to continue through the process. Even a phone number can be taxing if you have to go through many levels of automation or multiple people before your "right" person. Add fear to the equation (people and ...more »

Submitted by (@theresia.kody)

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Customer Engagement

Financial literacy for students with special needs

This needs to be part of the IEP process. Students themselves must be involved and consideration must be given to work incentives that protect benefits such as Medicaid/SSI. Students with disabilities need to understand the concepts of earning, saving, budgeting, credit cards, and identity protection. Here's a recent article I wrote https://www.eparent.com/features-3/financial-literacy-students-disabilities-necessary-life-skill-independent-living/ ...more »

Submitted by (@familyvoicesnj)

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Customer Engagement

Financial Literacy Event: NDI, LEAD Center and MSRB

On April 18, National Disability Institute (NDI), the LEAD Center and Municipal Securities Rulemaking Board (MSRB) partnered for the webinar/in-person event, Advancing Financial Literacy for Individuals with Disabilities, to commemorate National Financial Capability Month.

 

 

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Submitted by (@andyswheelz)

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Successful Strategies

Creating a Book Discussion Group for Financial Literacy

Friends, I recently purchased the book The Unbanking of America by Lisa Serven. You can learn about her ideas and her book through her NPR interview at https://www.npr.org/2017/01/10/509126878/what-is-driving-the-unbanking-of-america She states, "About 8 percent of Americans don't have a bank account at all, and another 20 percent have a bank account but they also rely on these alternative financial services as well. ...more »

Submitted by (@kathy.tracey)

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Financial Health/Well-being Assessment

An assessment of a job seekers financial health or well-being can equip the employment counselor with critical information about the individual's financial stressors, the amount of money they really need to earn, what motivates them, and potential challenges they may face in pursing careers that require credit checks or that require long periods of unpaid training. You can learn more about a Financial Well-being Assessment ...more »

Submitted by (@ejennings)

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SSDI Work Guidelines need improvement for financial wealth

The current SSDI allowance for work is 1$1080 for a non-blind individual. However, the federal guideline for medicaid qualification is $16,643 for 1 person. This is a higher amount a year than is allotted for SSDI recepient's. It would be nice if SSDI individuals could work for a higher amount a month that would enable them to pull themselves off of a large amount of federal programs. This would enable them to accumulate ...more »

Submitted by (@eks32451)

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Knowledge is Power; let's empower people with Good Information!

Every state has multiple free resources to give Social Security Disability and SSI beneficiaries accurate, personalized information regarding how work will effect their SSA and other Federal/State and local benefits. These resources are not well used by individuals with disabilities or many of the professionals who provide services. The Social Security disability systems is and in many ways has to be somewhat convoluted ...more »

Submitted by (@sstone8507)

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Critical Partnerships and Resources

Free Tax Prep as a Bridge to Financial Ed

Financial education is a critical first step on the road to financial stability. Free tax preparation and EITC can serve as bridge to financial education. Learn more about how free tax prep is benefiting job seekers, Veterans, and people with disabilities and how can your workforce center, organization or program can integrate this into existing services: https://www.realeconomicimpact.org/taxes%20and%20tax%20preparation/free-tax-prep-job-center-veteran-disability ...more »

Submitted by (@jrobinson)

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Critical Partnerships and Resources

Alternative Financing Programs

Many states have Alternative Financing Programs that provide loans to people, including individuals with disabilities, who need assistive technology to help them meet their employment and education goals. Affordable loans are available for purchasing modified vehicles, standing wheelchairs, scooters and equipment for self-employment, among others. Many programs provide financial education that supports people as they ...more »

Submitted by (@lschaller)

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Critical Partnerships and Resources

Community of Practice NDI-HOB Invitation

ENHANCE YOUR PROGRAMS AND ENGAGE DIVERSE COMMUNITIES INCLUSIVE OF DISABILITY Hands on Banking is a free, fun and ready-to-use education program, available in both English and Spanish, that teaches people, in all stages of life, about the basics of responsible money management, including how to create a budget, save and invest, borrow responsibly, buy a home and establish a small business. The purpose of the Hands on ...more »

Submitted by (@lschaller)

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Financial Institutions

Every bank and credit union I know of has a Community Relations department whose primary objective is to educate the community. In Philadelphia PA, various banks (e.g. Wells Fargo, Citizens Bank, Santander) are connected with the American Job Center and host workshops on a weekly/monthly basis. Adults should be encouraged to attend these no cost workshops. If they're not currently happening at your American Job Center, ...more »

Submitted by (@theresia.kody)

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