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Helping Clients Navigate Public Benefits and Social Services

Helping Clients Navigate Public Benefits and Social Services

372 305 FFP

Helping Clients Navigate Public Benefits and Social Services

June 6, 2023 at 1:00 PM EST
This webinar is free and offers 1 CE Credit for AFCPE and CFP® professionals.


  • Amber Castor, Program Coordinator at Volunteers of America- Texas
  • Ellary Makuch, Program Officer, Local Initiatives Support Corporation
  • Shoshana Marder, Senior Program Lead and Product Manager at Leap Fund
  • Colton Naval, Community Engagement Manager at findhelp


Navigating public benefits is a challenge for many Americans. Equipped with the right knowledge and know-how, CFP® professionals can help make the process a little easier for their pro bono clients. CFP® professional volunteers can partner with clients on their journey to identify government programs that may help them pay for food, housing, health care, and other basic living expenses. This includes educating clients on the types of benefits that exist, helping them to understand eligibility requirements, and recognizing benefits cliffs. In this webinar, our presenters will discuss the eight major government benefit programs, how to assess a client’s needs for assistance, the financial impact of benefit cliffs and how to find and connect with community resources.

  • Learn the eight major benefit programs that are commonly used by American families.
  • Identify the eligibility requirements for each public benefit program and the government agency that provides the benefit.
  • Learn how to assess a client’s need for assistance and the communications skills that will encourage a client to access the resources available to them.
  • Understand what a benefit cliff is, when benefit cliff comes up and how it impacts financial decision making.
  • Learn to connect with community resources through online social service networks using