Why Host a Taxathon NOW?

Why Host a Taxathon NOW?

This next tax season promises new tax forms, tax law changes, and uncertainty. A Taxathon provides an opportunity to establish your tax site as a resource for the community during the confusion. Read more
Effective Ways to Promote Split Refunds

Effective Ways to Promote Split Refunds

Saving money shouldn’t be complicated. Tax time provides a unique opportunity to encourage clients to…

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Recording: Embedding a Financial Coaching Model

Recording: Embedding a Financial Coaching Model

During this one-hour training, The Financial Clinic’s team reviewed the fundamentals of financial coaching, discussed strategies for incorporating coaching in your day to day work, and highlighted how coaching can impact your program outcomes. They also explore several program models that deliver coaching in various capacities. You will leave this training with best practices and tools, coaching tips and tricks, and conversation starters so you can begin to coach (or strengthen your existing practice). Read more
Embedding a Financial Coaching Model

Embedding a Financial Coaching Model

During this one-hour training, the Financial Clinic’s team will review the fundamentals of financial coaching, discuss strategies for incorporating coaching in your day to day work, and highlight how coaching can impact your program outcomes. We’ll also explore several program models that deliver coaching in various capacities. You will leave this training with best practices and tools, coaching tips and tricks, and conversation starters so you can begin to coach (or strengthen your existing practice).  Read more