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Earn It! Keep It! $ave It! Tri-County Partnership Meeting

United Way Monterey County, United Way of Santa Cruz County, and the Federal Reserve Bank of San Francisco

Wednesday, January 23, 2013 from 10:00 AM to 2:30 PM (PST)

Salinas, CA

Earn It! Keep It! $ave It! Tri-County Partnership...

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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 Tri-County 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 the Tri-County area

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

12:45PM Presentations and Group Discussion

  • Introductoin to Earn It! Keep It! $ave It! Initiative
  • Linking VITA to income support services and asset building strategies
  • Bank On

1:45PM Discussion and partnership planning

2:30PM Adjourn


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

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

 

Have questions about Earn It! Keep It! $ave It! Tri-County Partnership Meeting? Contact United Way Monterey County, United Way of Santa Cruz County, and the Federal Reserve Bank of San Francisco

When & Where


Harden Foundation Bunk House
1636 Ercia Street
Salinas, CA 93906

Wednesday, January 23, 2013 from 10:00 AM to 2:30 PM (PST)


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Organizer

United Way Monterey County, United Way of Santa Cruz County, and the Federal Reserve Bank of San Francisco

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