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Personal Finance

Free Member Seminars

 Attend Three Wealth Builder Seminars in 2015 and Earn $50!*

Would you like to become a better money manager? Learn new ways to save money? Become more financially savvy? Our Wealth Builder series can provide the education and tools to lead you to success! Each seminar is 60-90 minutes and includes a brief discussion of the financial topic, some class participation, and time for Q&A.

We reward members who further their financial education. Attend three seminars in 2015 and earn $50!*

First Quarter 2015 Workshop Topics Include:

  • Credit 101
  • Understanding Your Healthcare Options (presented by Todd McLaughlin, Benefit Advisor at Apex Benefits)
  • Budgeting 101
  • FAFSA College Planning (presented by Jon Riester, VP of Enrollment Management at Hanover College)
  • Understanding Social Security (presented by our CFS Financial Advisor**)
  • First Time Home Buyer
  • Rebuilding After a Financial Crisis

Check back each quarter for an updated list of topics. Visit our events page to check out dates/times for our first quarter events and register!

*One workshop incentive paid per member age 18 and over per year. Please allow up to 60 days for incentive payout to be made into your Financial Center savings account. **Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. and its representatives do not provide tax advice. For such advice, please contact a tax professional.

 

Your savings federaly insured to at least $250,000 and backed by the full faith and credit of the United States Government: NCUA, Equal Housing Lender, ESI