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Event Date Wed Aug 1 EDT (over 6 years ago)
Region All
Details

In this session we will discuss the topics of taxes and the basics of investing to help give you the financial knowledge you need to help your members make wise decisions.

In these sessions, you will:
• Recognize the basics of taxation and how to help members understand their tax obligations and responsibilities
• Recognize how to help members use their tax refunds wisely
• Help members understand the basic concerns related to investing
• Identify how to help members develop a short, medium and long term savings and investment strategy

Who Should Attend?
This webinar is beneficial for credit union staff who work in the financial counseling, collections and loan departments, or any other staff members who are committed to helping members gain control of their financial future.

Speakers

2018 Speaker

Kenneth F King