This is a presentation given at the CFED Assets Learning Conference in 2014. The session objectives were that by the end of the session, participants will have: Shared what type of organization they work with and your experience with integration; Named for yourself how you want to integrate or expand financial capability services; Listed potential community partners with whom you want to discuss a joint financial capability project; Described a plan for how you will use the toolkit when you return home; Asked questions you have about the toolkit
Meeting People Where They Are: Five Lessons for Integrating Financial Capability Services