Webinar: How To Talk About Money in Vocational Planning


  • Date:
    Tuesday: February 14, 2012
  • Time:
    1:00 p.m. - 3:00 p.m. (Eastern)
    12:00 p.m. - 2:00 p.m. (Central)
  • Duration:
    2.0 hours


  • Thomas Jensen
    Owner and Managing Partner– Vaerdi Financial, LLC



** Second of five sessions in the Asset Building Series .

Few counselors ever received any training on how to talk about money. This webinar will look at the steps in the rehabilitation process and what needs to be talked about at each stage of counseling and guidance concerning money. The audience will learn:

  • That money is an emotional topic and how to broach the subject
  • How to frame financial questions for individuals with cognitive issues
  • The impact the aversion theory has on how people think about money
  • Partnership that can aid clients

Objectives & Outcomes

It is expected that VR staff who participate in the webinar will have a basic understanding of how to talk about money during counseling and guidance and the type of resources in the community that can assist clients.

Materials & Resources

Recording of Webinar


NOTE: This is the rough unedited version of the transcript

PowerPoint Presentation