Request
a workshop

Changes in the world of tax and financial services mean that getting trusted advice is essential. Our expert staff and volunteers are available throughout the greater Chicago area to present on key tax and financial topics. Fill out the form below to request a workshop. We offer the following workshops:

Time to File: Basic Tax

60 minutes, instructor led

By the end of this workshop, learners will understand when they are required to file a tax return, how to identify their filing status, how to determine if they are eligible for various tax benefits, and how to avoid common pitfalls when filing. 

Tax Issues for Self-Employed Individuals

60 minutes, instructor led

By the end of this workshop, learners will be able to know when they need to file their taxes, identify their worker classification, prepare for an IRS audit, make quarterly estimated payments, and navigate the IRS website for self-employed individuals.

Personal Finance 101

90 minutes, instructor led

By the end of this workshop, learners will be able to create a monthly spending plan, identify their financial needs and wants, save using a money management technique, identify new ways to cut costs, and work to reduce their debt using a debt reduction technique.

Credit 101

90 minutes, instructor led

By the end of this workshop, learners will understand that credit is a financial asset and will be able to identify the three credit reporting agencies, describe what  is reported on a credit report, describe how a FICO credit score is calculated, and know the 5 steps to building credit.


 

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