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Post Session Notes for FES
Topics Discussed
Accounting
Budgeting
Managing a Checkbook
On-line Banking
Credit Rating / Score
Credit Card Debt
Debt Consolidation
Student Loan Debt
Finance Matters Related to Divorce
Business-Related Financial Matters
Bankruptcy
Fraud
Taxes
Special Needs Trust
Retirement Planning
Developing a Savings Plan
Estate Planning
Purchasing a Home
Refinancing
Reverse Mortgage
Foreclosure
Other
Focus of Session:
Outcome:
Action steps for participant:
Follow-Up session recommended?
No
Yes
If yes, specify timeline:
Concerns you’d like WE CAN staff to follow up with participant?
No
Yes
CRITICAL
If yes, please specify:
If critical, please elaborate:
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