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Council Discourse

NYC Council meetings, chaptered and linked by time.

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Q&A

Zhuang asks if case managers could serve as financial literacy advisors

New York City Council · Oct 27, 2026 · starts 2:30:22 · 46 sec

Zhuang asks if DFTA case managers are already equipped to assist older adults with financial concerns or if the bill would require new staff or training. McKenzie says it would probably require someone new because finance is a specific discipline. Case managers can help find programs but typically are not financial experts.

Susan Zhuang

And are DIFTA case managers already equipped to assist older adults with financial concerns?

Susan Zhuang

And assume the role of financial literacy advisor or would pass, could pass this bill require further training or hire new staff?

Lisa Scott McKenzie

In my opinion at this moment, while we're still negotiating and reviewing, I would say it probably would be someone new because, you know, finance is, you know, a very specific discipline.

Lisa Scott McKenzie

It's not something that normally a case manager would be well versed in.

Lisa Scott McKenzie

They could help you to be able to find certain programs that they could sign up for and services across the city.

Lisa Scott McKenzie

But typically that's not the role of a case manager.