Asset & Opportunity Update

Published Wednesday, February 22, 2017


Working with families who are expecting a tax refund this year?  Check out the Consumer Financial Protection Bureau’s tax-time blog for great tips including three reasons why tax season is a great time to save plus three easy steps to save while filing taxes.  Those savings can help families weather financial emergencies and plan for the future. 

Not only has poverty increased in Mecklenburg County, according to recent Census Bureau data, but it is also on the move.  A Charlotte Observer article, “Mecklenburg poverty map/Growth in ranks of the poor spreads to suburbs” summarizes the data.  Be sure to explore the article’s interactive map, which appears to show a shift from poverty concentrated near the inner city towards a more diffuse distribution across the county.

Join the YMCA and Forest Hill church for a discussion on Charlotte’s Opportunity Task Force recommendations in addressing why Charlotte ranks 50 out of 50 for upward mobility. When February 23th, 7PM  @ the Morrison Family YMCA. Guest panelist: Munro Richards of Read Charlotte, Todd Tibbits, CEO of YMCA of Greater Charlotte, David Chadwick of Forest Hill Church and CMS principals from Nations Ford Elementary and Quail Hollow Middle schools. Dessert & Coffee Reception to follow the meeting.! To register, Click here to RSVP

The Asset Value of Whiteness:  Understanding the Racial Wealth Gap, a new report issued by Demos and The Institute on Assets and Social Policy (IASP) at Brandeis University, posits that Black and Latino families cannot bridge the gap with white families simply by doing all the “right things”:  attending college, getting married, working fulltime, budgeting carefully.  In short, public policy changes are needed in order to combat our society’s structural barriers to wealth equity.  Find the report here.

And while you’re at it, check out their dynamic new tool, The Racial Wealth Audit ™, a framework for better understanding the impact of policies and programs.


Was one of your New Year’s Resolutions to become better informed in 2017?   You’re in luck!  Check out these great opportunities:

Want to learn this?

Attend this:



Presented by:

Next steps:

How to help disabled individuals build a better financial future.

Upward to Financial

Stability, a 2-day Train-the-Trainer event.  Lunch provided. 

Four sessions:

March 14-15

March 16-17

March 21-22

March 23-24

Four locations:





National Disability Institute

Register here.


Evolving areas within fair housing law. Areas:  Disabilities,

LGBTQ, criminal history. 

Charlotte Fair Housing Law Workshop.

Learn from the Fair Housing Project, NC’s top Fair Housing law educators. 

April 6


Covenant Presbyterian Church, 1000 E. Morehead St

Legal Aid of North Carolina and the Greater Charlotte Apartment Association

Get more information and register at

$99 includes lunch.

Diverse viewpoints on Charlotte’s affordable housing crisis.

Building Futures: A Symposium on Affordable Housing.  Features

Clint Smith, acclaimed speaker and scholar of inequality in America. 

March 14

5:30-7:30 pm

Central Piedmont Community College -

Dale F. Halton Theater

Habitat for Humanity Charlotte

More information here.


Preregistration required.


How to motivate employees and others to save for retirement.

Moving the Needle on Retirement Planning & Saving: The Role of Education Examines the role of information-based interventions on retirement. 

March 1

1:00-2:00 p.m.

Online webinar

University of Wisconsin-Madison’s Center for Financial Security

Get more information and register here.



The Asset and Opportunity Charlotte Update delivers a monthly rundown of what’s new and noteworthy in the ongoing effort to ensure access to financial stability and Economic Mobility for everyone.