UAB RIFE - VITA Program

If you have tax related questions, would like to take advantage of the free income tax assistance or need help with filing an amendment, contact our office today to set up an appointment.

We provide income tax preparation free of charge to those who qualify. Returns are prepared at the Regions Insitite for Financial Education located in the UAB Collat School of Business, 1st floor. 

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. or call (205) 996-0884.

Money Smart Week

Money Smart Week is a national public education program coordinated by the Federal Reserve Bank of Chicago and delivered by a network of supporters that empowers people with the knowledge and skills to make better-informed personal financial decisions around the key financial pillars of saving, spending, borrowing and planning.  

Access each event recording for 2022 and related resources directly using the links below:

• Day 1 | Spend Smart. Eat Smart. w/ Iowa State University Extension & Outreach
• Day 2 | Credit: Build & Improve It! w/ The Consumer Financial Protection Bureau
• Day 3 | Buying or Refinancing a Home: Options & Tools w/ North West Housing Partnership
• Day 4 | Understanding Social Security Retirement, Spouse, and Survivor Benefits w/ The Social Security Administration

Explore the missed Money Smart Week topics below for a limited time…

• Talking Cents
  
• Savings: A Little Can Make a Big Difference
  
• Bank On It: Finding Safe + Affordable Bank Accounts
  
• Understanding the Basics of Federal Student Loans
  
• Managing Personal Finances During Covid-19
  
• Managing Money Ups & Downs

Money Smart in the news:

Your Small Business Deserves Big Support, May 2022

FDIC to Launch 2022 Small Business Lending Survey, May 2022

Personal Finance Symposium

Save the date 4/21/2023- Check back for updates

Personal Finance Symposium held on April 22, 2022

• Agenda 
  
  
• Recording - Session 1
  
  
• Recording - Session 2

HomeFirst

HomeFirst is a partnership between the University of Alabama at Birmingham and Fannie Mae. The program is a Financial Wellness Initiative focused on providing first-time home-buying opportunities for residents in Wilcox county. The program is dedicated towards serving the individuals and families of these counties by helping them pave their way to be first-time homeowners. The course will focus on banking, homebuyer readiness, debt reduction, money management, and savings to ensure the participant is on the right path.

HomeFirst is offered at no cost.

Financial Education

• Savings
• Money Management
• Access to Banking
• Credit Building
• Debt Reduction
• Homebuyer Readiness

One-On-One Support

• Engage with the best and brightest student financial coaches
• Develop a broad-based action plan to reach your financial goals

HomeFirst Service Learning Opportunity

Through experiential learning, UAB students are trained as HomeFirst Coaches and are introduced to active strategies to foster a community of financial and housing stability. Coaches have the opportunity to help HomeFirst participants by aiding them in developing a pertinent savings plan, raising their credit scores, and lowering their debt. This is a great learning experience for students to apply their understanding to real-world examples.

Retirement Planning Today

The course focuses on ways to save for retirement as well as the advantages and disadvantages. The target group for course is retirement planners aged 50 to 70. Topics and resources are presented that include how to save money on taxes, manage investment risks and protect your assets from potential long - term health care expense. Retirement Planning Today will prepare participants to assess their financial status and develop a personal plan to achieve retirement goals.

Courses held in the fall and spring semesters. Each course consists of two sessions.  

Upcoming Courses:

• January 31st & February 7th
• February 2nd & February 9th