BMI Federal Credit Union

Free Financial Workshops

From budgeting, to debt management, to buying a home, our free community workshops are designed to improve the financial lives of our members. These events are offered through the Credit Union, but are all free and open to the public. Materials, coffee, and snacks are provided. See what's coming up below!

To register: Click on the workshop in which you are interested and enter your name and contact information. You will receive a reminder email prior to the event. You are also welcome to stop by - these workshops are free and open to the public!

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Workshops	Date/Time	Location	Address
Social Security 101	Saturday, April 25 at 10:00am	The Sharon L. Custer Member Meeting Room	6165 Emerald Parkway Dublin, OH
Understanding Social Security and how to get the most from your benefit. Duration: 1.5 hours
Asset Protection Planning	Saturday, May 23 at 10:00am	The Sharon L. Custer Member Meeting Room	6165 Emerald Parkway Dublin, OH
How probate, taxes, and long-term care costs can affect your estate and steps you can take to protect it. Presented by Geoff Kunkler, Partner at Carlile, Patchen, & Murphy Duration: 1.5 hours
Make Your Monthly Plan	Saturday, May 30 at 10:00am	The Sharon L. Custer Member Meeting Room	6165 Emerald Parkway Dublin, OH
Tips and tools for Saving, Spending, and Reducing Debt. Understand the foundation of building a realistic budget, and learn the simple changes you can make to achieve your goals. Duration: 1.5 hours
Smart Money: Ten Fundamentals	Thursday, June 18 at 7:00pm	Westerville Public Library	126 S. State Street Westerville, OH
Learn where you stand on ten measures of financial fitness. Get tips on how to make a workable plan to improve your financial situation and achieve your specific money goals. Duration: 1.5 hours
Home Buying	Thursday, June 25 at 7:00pm	The Westerville Public Library	126 S State Street Westerville, OH
Thinking about buying a home? Learn about mortgages, real estate agents, insurance, and more from our panel of experts. Duration: 1.5 hours
Understand and Improve Your Credit Score	Thursday, September 17 at 7:00pm	Westerville Public Library	126 S. State Street Westerville, OH
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score. Duration: 1.5 hours

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