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TurboTax Whitepaper

Building Engagement and Loyalty with Financial Literacy

Credit unions are in a good position to not only guide members through the many impacts of tax reform, but also highlight other financial education tools that are available. Inside this CU TrendScan guide, you'll learn:

* Americans trust financial institutions for advice, how are credit unions playing their part?
* More taxpayers are switching over to digital, can credit unions help?
* Leveraging the resources of trusted experts

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