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Financial Triage During Challenging Times – Part I: Assess the Situation

May 27, 2020, 2:00 pm EDT - 3:30 pm EDT

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The first stage of Financial Triage is to fully assess your client’s financial situation. Asking key questions to gather the necessary information will give you a better advantage when working with your client in determining the next steps to lead to the end goal of financial stability.

How bad is their current situation?  Do they have savings in place? Has their income been effected? Do they have access to credit? Do they have the ability to cut down on certain expenses? What are the possible future financial implications, and will their finances be largely effected from this pandemic?

This webinar will help housing counselors assess their client’s financials and help their clients to effectively budget through a crisis. Learn additional strategies to assist your client with potential solutions to help them navigate through this difficult time.

Learning Objectives:

  • Assess your client’s financial situation with the end goal in mind
  • Coach your clients and lead with compassion
  • Identify short & long term goals
  • Run and review credit reports to protect your client’s credit
  • Avoid financial pitfalls
  • Teach your clients how to budget through a crisis


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May 27, 2020
2:00 pm EDT - 3:30 pm EDT
Event Category:

Redlining and Neighborhood Health

Before the pandemic devastated minority communities, banks and government officials starved them of capital.

Lower-income and minority neighborhoods that were intentionally cut off from lending and investment decades ago today suffer not only from reduced wealth and greater poverty, but from lower life expectancy and higher prevalence of chronic diseases that are risk factors for poor outcomes from COVID-19, a new study shows.

The new study, from the National Community Reinvestment Coalition (NCRC) with researchers from the University of Wisconsin–Milwaukee Joseph J. Zilber School of Public Health and the University of Richmond’s Digital Scholarship Lab, compared 1930’s maps of government-sanctioned lending discrimination zones with current census and public health data.

Table of Content

  • Executive Summary
  • Introduction
  • Redlining, the HOLC Maps and Segregation
  • Segregation, Public Health and COVID-19
  • Methods
  • Results
  • Discussion
  • Conclusion and Policy Recommendations
  • Citations
  • Appendix

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