Free Webinar on May 4th
Posted by Carolyn Spohrer at 7:58 AM Coalition Partners | Financial Education | VITA
Join us for the final live webinar of this tax season by clicking here to register
Date: Tuesday, May 4th
Time: 2:00 – 3:00 pm Eastern
Title: VITA Sites and Financial Institutions: Building and Maintaining Successful Relationships
Description:
In this Webinar, Megan Liddle, Coalition Coordinator from the Thomas Jefferson Area United Way VITA site in Charlottesville, VA; Rebecca Cardwell from the UVA Community Credit Union; Dawn Lindley, Director of Marketing and Financial Literacy, Virginia Credit Union League; and Ryan Ammann, Community Development Specialist, BB&T Bank will describe the how’s and why’s of building and maintaining successful relationships. An interactive Q&A session will follow the presentation.
- Topics included in the discussion will be:
- Why include banks/credit unions as coalition partners?
- How do I approach?
- How do I ask?
- What services can they provide?
- Is it realistic to open accounts at a tax site?
- Does the bank/credit union offer financial education?
- Do activities happen only during tax season? Why/why not?
- Volunteer recruitment within the bank/credit union.