Our free seminars for members are part of our commitment to help people and communities build stronger financial futures. Presentations vary in length of time, and usually include a workbook and other helpful handouts. We can customize any presentation to meet the needs of audience members and groups.
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Contact our financial education team today to schedule a virtual or in-person presentation today.
Organize Your Papers
Getting organized is the first step to financial freedom. Learn to create financial records so you know where to find what you need when you need them, no matter what is happening around you.
Are you in control of your finances? A budget is simply a spending plan to help you keep on track with spending, earnings and savings. Learn to set up a plan that will grow with you as your financial life grows.
Why Credit History Matters and How to Maximize Your Credit Score
Your credit report consists of information from your past use of credit plus a 3 digit score. Lenders look to your score to begin to determine your creditworthiness. Understanding what the information means in your credit report and keeping it accurate is vital to maintaining creditworthiness.
Financial 101 for Young People*
Young people today are faced with many financial decisions after high school graduation. Moving out on their own is a huge step for them and for their parents. What do high school students need to prepare for? Learning to create a spending plan is a good place to begin. Understanding what expenses for which to prepare when out on their own and what goes into building credit worthiness are just some of the possible topic offerings that can be customized to meet your needs.
The fastest growing crime in America according to the Postal Inspector is identity theft. What is it and what can you do to protect yourself? Learn about the resources available to help when it happens to you.
A basic overview of investing that explains the difference between saving and investing, including asset class and investment styles, bonds, stocks and types of mutual funds. Presentation content provided by Focus One Integrated Financial Planning.
Basic tax planning information to help individuals plan in a tax-efficient manner. Includes information on record keeping, tax law changes, state and local taxes, tax credits and tax deferred programs. Presentation content provided by Focus One Integrated Financial Planning.
Understanding Social Security
Attendees will learn about the advantages of delaying social security and the effect of earned income and taxation on these benefits. Presentation content provided by Focus One Integrated Financial Planning.
And start enjoying the benefits of membership! Call 800.666.8811, or visit a retail center location near where you live or work.