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Earn It! Keep It! $ave It! Partnership Meeting

Federal Reserve Bank of San Francisco

Wednesday, January 23, 2013 from 10:30 AM to 2:30 PM (PST)

Registration Information

Type End Quantity
Registration Ended Free  

Share Earn It! Keep It! $ave It! Partnership Meeting

Event Details

Volunteer Income Tax Assistance (VITA) sites provide one of the best opportunities to connect financially vulnerable families with not just free tax preparation but a range of asset building services and programs that they may not be aware of.

This partnership meeting is intended to bring together a broad range of partners to develop a collaborative strategy that will:

  • build the capacity of Central Coast counties (Monterey, San Benito, Santa Cruz) to serve more households with free tax preparation,
  • increase uptake of tax credits,
  • improve the financial stability of households in poverty.

AGENDA


10:00AM:    Registration & Networking

10:30AM:    Introduction & Welcome

10:45AM:    Presentations

  • History and eligibility information for EITC and other tax credits
  • Amount of EITC dollars that goes unclaimed
  • Orientation to VITA sites in Monterey County, San Benito and Santa Cruz counties

12:00PM    LUNCH (sponsored by Federal Reserve Bank of San Francisco)

12:30PM   Presentations

  • Impact of RALs (i.e. rapid refunds) and check cashing
  • Linking VITA to banking services and asset building strategies

1:45PM    Discussion and partnership planning

2:30PM    Adjourn


Event Contacts
Lena Robinson
Federal Reserve Bank of San Francisco
415-974-2717
lena.robinson@sf.frb.org

Erika Schoendorfer
United Way Monterey County
Phone: (831) 757-3206 x 205
Email: Erika.Schoendorfer@unitedwaymcca.org

Have questions about Earn It! Keep It! $ave It! Partnership Meeting? Contact Federal Reserve Bank of San Francisco

When & Where


Harden Foundation Bunk House
1636 Ercia St
Salinas, CA 93906

Wednesday, January 23, 2013 from 10:30 AM to 2:30 PM (PST)


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Organizer

Federal Reserve Bank of San Francisco

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