Motivation Monday: Financial Coaching & Free Tax Filing - Change Machine

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Motivation Monday: Financial Coaching & Free Tax Filing

Motivation Monday: Financial Coaching & Free Tax Filing

Monday, January 8

1:00 PM ET | 10:00 AM PT

We will be featuring coaches from around the country in a roundtable discussion on strategies to improve the connections between financial coaching and free tax preparation. We will talk about how to make referrals to VITA Tax Preparation services as well as other free, accessible online options for tax filing. In addition, we will explore key coaching strategies to employ at tax time to help your customers further their goals.

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