Seminars

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. 

Request a seminar for your group or organization

Contact our financial education team today to schedule a virtual or in-person presentation today. 

Ongoing Seminars 

BANKING BASICS

Those who are going to get ahead with money will need a strong understanding of how banking institutions protect and grow your money. In this workshop, we will explain the basic differences between banks and credit unions, how simple accounts like checking accounts and savings accounts work, and how online banking can be just as secure as traditional banking.

MAKING BUDGETS WORK

In this seminar, we will discuss how making a personal budget is essential for success with money. We will help you determine your personal obstacles to budgeting, list short and long-term goals, and discuss how we might create a format to manage income and expenses like an expert.

CREDIT SCORES & REPORTING

For big purchases and overall financial security, everyone needs to build good credit. In this seminar, we will discover how to access information about your credit score and reports, discuss strategies to build and improve your credit, and even identify some ways to protect your credit report from fraudulent activity.

IDENTITY THEFT

Becoming a victim of identity theft or fraud could be devastating to your overall financial health. In this seminar, we will identify strategies to protect yourself and explore regulations that protect consumers from identity theft and fraud. The more you know about identity theft, the safer your finances can be.

DEBT MANAGEMENT

There are many common reasons people find themselves in debt. In this seminar, we will describe the value of using debt management strategies such as loan consolidation and debt management plans. With a personal plan for managing debt, most people will be well able to manage debt successfully.

RETIREMENT

How prepared are you for retirement? With a little planning and a basic awareness of some factors about your retirement, you will be well on your way to long-term financial security in your retirement years. In this seminar, we will learn how to estimate retirement expenses and look at different savings and retirement plans available to you. 

INVESTING 101

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.

TAX STRATEGIES

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.


Not A Member? Open Your Account Today 

And start enjoying the benefits of membership! Call 800.666.8811, or visit a retail center location near where you live or work. 

Become a Member

Experience the credit union difference with great options for every stage of life, modern-day conveniences you expect, and local, personalized service.

Learn more about credit union membership