Video

Closing Benefits Gaps: Incorporating Benefits Screening Into Financial Coaching

Hear from Financial Solutions Lab 2022 Exchange grantee partners about their work to embed tech-enabled benefits screening into financial coaching sessions.

Tuesday, June 20, 2023

Overview

Every year, an astounding $80 billion in benefits go unclaimed by the 103 million Americans who are eligible to receive them. It’s time to bridge this gap and ensure everyone receives the support they deserve.

Join us for an insightful discussion with 2022 Exchange grantee partners LISC Houston, Connective, and Benefit Kitchen, who are working to expand benefits access by integrating tech-enabled benefits screening into financial coaching sessions. Gain valuable insights that will empower you to close benefits gaps and change lives.

Key Takeaways:

  • How leveraging technology can help close benefits access gaps
  • The importance of getting buy-in from financial coaches and other front-line staff members
  • The possibilities for streamlined benefits screening processes to help with financial coach training and retention

Presented by 

financial solutions lab

Speakers

Amelia Josephson

Senior Manager, Innovation
 

Daniel Beeby

CTO
Benefit Kitchen

Ellary Makuch

Program Officer
LISC

Kevin Argueta

Program Associate
Connective

Melissa Langston

Data Analyst
Connective