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 different points in the tax preparation process: when reviewing the Intake Sheet and when entering wage information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and possible responses.
Giving Savings Advice