March 5 – April 9, 2024: “Free In-Person One-On-One Tax Preparation Assistance”
CWNY has multiple sessions of free in-person one-hour tax prep assistance with Kathy Carroll, E.A. on Tuesday afternoons at our two locations in Queens Borough Hall and Fort Totten.
April 9 @ 120-55 Queens Blvd., Room 325, Kew Gardens, NY 11424 Register here
June 21, 2023: Financial Literacy Series: “Youth Finance”
Presenter: Kathy Carroll, E.A.
To receive a copy of the PowerPoint slides for the above presentation, please email [email protected]
May 17, 2023: Financial Literacy Series: “Retirement Planning”
Presenter: Kathy Carroll, E.A.
To receive a copy of the PowerPoint slides for the above presentation, please email [email protected]
April 19, 2023: Financial Literacy Series: “Basics of Investing”
Presenter: Kathy Carroll, E.A.
To receive a copy of the PowerPoint slides for the above presentation, please email [email protected]
March 22, 2023: Women’s Issues Think Tank: “Pay Equity”
Moderator: Victoria Pilotti – CWNY Vice President
Guest Panelists:
Beverly Cooper Neufeld– President, PowHer New York
Jessica Ramey Stender– Policy Director & Deputy Legal Director, Equal Rights Advocates
This discussion on pay equity included the pay gap for women, equal pay for equal work, wage discrimination, pay transparency, and more.
Our Women’s Issues Think Tank Guest Panelists each month lead us in finding actions CWNY & our community can take to advance the cause, raise awareness, help find solutions, & answer questions.
March 15, 2023: Financial Literacy Series: “Income Tax Basics for 2022 Returns”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
March 9 – April 6, 2023: “Free In-Person One-On-One Tax Preparation Assistance”
CWNY had multiple sessions of free in-person tax prep assistance with Kathy Carroll, E.A. on Thursday afternoons at our two locations in Queens Borough Hall and Fort Totten.
February 15, 2023: Financial Literacy Series: “Disability & Life Insurance”
Presenter: Kathy Carroll, E.A.
January 17, 2023: Financial Literacy Series: “Health Insurance”
Presenter: Kathy Carroll, E.A.
November 16, 2022: Financial Literacy Series: “Keep Your Assets Safe: Home & Auto Insurance”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
June 15, 2022: Financial Literacy Series: “Personal Residences: Buying or Renting a Home”
Presenter: Kathy Carroll, E.A.
May 18, 2022: Financial Literacy Series: “Car Ownership: Buying, Leasing, and Selling and the Current Unique Market Conditions”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
April 6, 2022: Financial Literacy Series: “NYS Income Tax & Wrap-up”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
March 16, 2022: Financial Literacy Series: “Income Tax Preparation Continued”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
March 9 – April 6, 2022: “Free In-Person One-On-One Tax Preparation Assistance”
CWNY had multiple sessions of free in-person tax prep assistance with Kathy Carroll, E.A. on Wednesday afternoons at our two locations in Queens Borough Hall and Fort Totten.
February 16, 2022: Financial Literacy Series: “Income Tax Basics for 2021 Returns”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
January 19, 2022: Financial Literacy Series: “Preview of 2021 Income Tax Returns – including the Advance Child Tax Credit”
Presenter: Kathy Carroll, E.A.
The PowerPoint slides for the above presentation are available here:
November 17, 2021: Financial Literacy Series: “Credit Scores – Mysterious But Important!”
Presenter: Kathy Carroll, E.A.
To receive a copy of the PowerPoint slides for the above presentation, please send us an email to [email protected]
October 20, 2021: Financial Literacy Series: “Consumer Credit: Good or Bad for Financial Freedom?”
Presenter: Kathy Carroll, E.A.
This October workshop covered:
‣ Types of consumer credit
‣ Interest
‣ Billing statements
‣ Reading the warnings
‣ The benefits and drawbacks of credit cards
The PowerPoint slides for the above presentation are available here:
September 15, 2021: Financial Literacy Series: Financial Services are for Everyone – Planning, Banking, and More!
Presenter: Kathy Carroll, E.A.
This September workshop covered:
‣ Paychecks & Cashing Checks
‣ Online & Mobile Banking
‣ Checking & Savings Accounts
‣ Credit & Debit Cards
‣ ATMs & Fees
‣ Automatic Bill Payment
To receive a copy of the PowerPoint slides for the above presentation, please send us an email to [email protected]
June 16, 2021: Financial Literacy Series: Budgeting – The Foundation of Financial Planning
Presenter: Kathy Carroll, E.A.
This June workshop covered:
‣ Income
‣ Gross and Net Pay
‣ Expenses
‣ Formulating a budget
‣ Importance of timely payments
The PowerPoint slides for the above presentation are available here:
May 19, 2021: Financial Literacy Series: Female Financial Freedom – Gaining Control of Your Financial Life
Presenter: Kathy Carroll, E.A.
This May workshop covered:
‣ Personal finance
‣ W-4 (Tax withholding certificate)
‣ Financial goals with a S.M.A.R.T. approach
‣ Emergency fund
The PowerPoint slides for the above presentation are available here:
April 21, 2021: Financial Literacy Series: Tax Trauma Terminated Part 4, Changes and More Changes
Presenter: Kathy Carroll, E.A.
This April workshop covered:
‣ Changes to filing 2020 taxes and extensions
‣ Unemployment benefits
‣ Recovery Rebate Credit and stimulus checks
‣ Advance payments of Child Tax Credit
The PowerPoint slides for the above presentation are available here:
March 18, 2021: Basic Income Tax Filing Workshop
Hosted by: NYS Senator Roxanne J. Persaud
Guest Speaker: Kathy Carroll, E.A.
This financial literacy workshop covered:
‣ Identifying tax documents and tax forms
‣ 2021 due dates for filing 2020 tax returns
‣ Types of income
‣ Free tax preparation resources
The PowerPoint slides for the above presentation are available here:
March 17, 2021: Financial Literacy Series: Tax Trauma Terminated Part 3, New York State Personal Income Tax Overview
Presenter: Kathy Carroll, E.A.
This March workshop covered:
‣ New York State tax forms
‣ New York State personal income tax
‣ New York State tax credits
‣ New York State deductions
The PowerPoint slides for the above presentation are available here:
Feb 17, 2021: Financial Literacy Series: Tax Trauma Terminated Part 2, $$$ in Your Pocket – Credits & Deductions Overview
Presenter: Kathy Carroll, E.A.
This February workshop covered:
‣ Tax credits: earned income, child credit, dependent care, education
‣ Deductions
The PowerPoint slides for the above presentation are available here:
Jan 20, 2021: Financial Literacy Series: Goodbye to the Tax Filing Blues, Tax Trauma Terminated Part 1
Presenter: Kathy Carroll, E.A.
This January workshop covered:
‣ identification of tax documents
‣ which tax forms need to be filed
‣ e-filing
‣ New York State taxes
The PowerPoint slides for the above presentation are available here:
Nov 10, 2020: “The Power of Financial Independence, COVID and Beyond”
Guest Speakers:
Anna-Marie Vallone & Patricia Fulton
First Central Savings Bank
The PowerPoint slides for the above presentation are available here: