Giving Savings Advice
Author: Prosperity Now (formerly CFED)
Topic: Asset building and saving, Tax filing and benefits
Publisher: Prosperity Now (formerly CFED)
Location: United States
Format: Video
Content Type: Training/Toolkits
Publication Date: October 1, 2017

This is one video in a series of videos catered to Volunteer Income Tax Assistance (VITA) program volunteers on how to introduce the savings conversation to tax filers during the tax filing process. This video shows what the savings conversation could look like at a specific point in the tax preparation process: when entering dependent information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and possible responses.

Get It

You need to login or register to bookmark/favorite this content.

Related Tags