Join us for ongoing topics provided by your employee credit union to help improve your financial well-being.
Retirement Saving Strategies
Whether retirement is five or twenty-five years away for you, everyone seems to agree that it’s never too early to discuss your options for saving and be more prepared. Join a Financial Advisor from the Credit Union to explore more about which savings vehicles to consider, pre-tax versus post-tax strategies, personal financial planning considerations, how much you’ll need in retirement.
It’s never too early to start teaching the children in your life money management skills to lay an important foundation for independence in the future. Learn how to make the education process fun, instill positive financial attitudes and habits, counteract negative media messaging, and how to use an allowance or part-time work as a learning opportunity.
No question about it, college is expensive. But there are ways to prepare for it and make it more affordable. Learn about the cost of college and who should pay, financial aid and how it is determined, different college saving options, with a special focus on 529 College Savings Plans.
Women are increasingly taking the helm of their family’s finances. In this workshop, join a Financial Advisor from the Credit Union to look at the bigger picture and focus on your well-being long-term.
What should be a fun time of the year can be a stressful budget buster, if you’re not careful. But it doesn’t have to be. In this webinar, a Credit Union expert will teach you how to organize your holiday shopping, share your holiday values with your children, raise your own spending awareness, and avoid budget breakers.