1. Mobile Financial Resource Team
Marshall Averill – United Way
Brian Rakovitis – OCED & United Way
Local Dollars Changing Local Lives

2. Topics To Be Discussed:
One-on-One Financial Coaching
Free Income Tax Preparation Assistance
Financial Stability Coalition
Grant opportunities
Upcoming Events
Local Dollars Changing Local Lives

3. One-On-One Financial Coaching
Free 1-on-1 Financial Coaching & Resource Navigation
Budget & Credit Assessment
Short & Long Term Goal Setting
Financial Management Skill Building
Accountability Partner
Local Dollars Changing Local Lives

4. Free Income Tax Preparation Assistance
Volunteer Income Tax Assistance (VITA) Program
Free income tax return preparation by IRS certified Volunteers
Income limit of $53,000 per year
Last Year Results:
60 volunteers completed 341 Federal and 358 State returns
Total Refund value of $437,216
Saved taxpayers an estimated $85,920 to $107,400 in tax prep fees
MyFreeTaxes.com/Facilitated Self-Assistance Night (FSA)
Free online tax return preparation software myfreetaxes.com
Income limit of $62,000 per year
Local Dollars Changing Local Lives

5. Financial Stability Coalition
Comprised of Community Organizations and financial institutions who are providing- or whose clients need- financial stability/education services
Main Focus Areas:
Advocacy
Identification and removal of financial stability barriers in the community
Education and capacity building
Development of programs and/or products
Local Dollars Changing Local Lives

6. Financial Stability Fund
Overview: A component of United Way’s Financial Stability Initiative, these grants provide one-time support for programs, projects or initiatives that prioritize the following Washtenaw County populations: women, low-income individuals and families; communities of color; historically marginalized groups. Funding is open to both new/pilot or existing programs, projects or initiatives. 
Job training/skill building
Literacy (e.g. digital, language, health)
Financial Stability Capacity Building
Direct Service Staff Capacity Building  
Public Policy, Advocacy and Community-Mobilizing (e.g. community campaign on predatory lending practices)
For more information contact Bridget Healy
Local Dollars Changing Local Lives

7. Upcoming Events
Local Dollars Changing Local Lives

8. Questions? Local Dollars Changing Local Lives
Brian Rakovitis - Financial Empowerment Specialist
Marshall Averill - Financial Empowerment Coordinator
Local Dollars Changing Local Lives