Coaching Corner: Undocumented Clients
Tuesday, July 16
2:00 PM ET | 11:00 AM PT
Do you serve undocumented clients? Join us for an enlightening session that dives into the unique financial challenges and opportunities undocumented individuals face. Our webinar, Coaching Undocumented Clients, will provide you with essential insights and strategies to better support your clients, including:
- Understanding ITIN: Gain a comprehensive understanding of Individual Taxpayer Identification Numbers (ITIN) and their significance.
- Building Credit with ITIN: Learn how to help your clients build and manage their credit using ITIN.
- Banking with ITIN: Explore banking options available to ITIN holders and how to navigate them.
- Transferring Credit History from ITIN to SSN: Understand the process and implications of transferring credit history when transitioning from an ITIN to a Social Security Number (SSN).
This is a fantastic opportunity to learn, share experiences, and network with other professionals in the coaching field. We look forward to seeing you at the Coaching Corner event!
What is Coaching Corner?
Coaching Corner is an interactive event where you can ask any coaching questions and get answers from experienced coaches. Coaching Corner is an event for you, by you. This event is designed for current and prospective financial coaches, as well as nonprofit or government staff interested in providing financial coaching to undocumented clients . (45 minutes long)