Early and Continuous Financial Education

Financial education empowers people to make accurate consumer decisions, follow appropriate financial practices and achieve economic wellbeing. This process helps VR clients move from financial instability to a position of financial stability and independence through investment.

During the SGA project, participating offices were staffed with a financial specialist who, early in the process, helped clients understand how employment would affect their benefits. Financial specialists met regularly with clients and provided a range of services, including an orientation to financial planning and SSA work incentives, a full benefits inventory and assessment, review of the client's SSA benefits planning query report, and development of an economic self-sufficiency plan that was added to the IPE.

Clients developed a vision of how they could become self-sufficient through employment, and obtain knowledge and tools that will help them maximize their overall financial wellbeing as their earnings increase.


Share these videos so everyone can see that fulfilling employment is a reality. And don't miss any new stories: Follow the conversation on social media, using #ReturnToWorkSSDI


Back to SGA Project

The SGA Project is funded by the Rehabilitation Services Administration (RSA), Office of Special Education and Rehabilitative Services, U.S. Department of Education Grant # H235L100004