Financial Education Workshops

Popular Topics

woman with calculator putting money in a piggy bank

Our award winning Financial Education Program provides free on-site workshops. These are available any time. You may choose from our popular topics below, or request a topic to meet the unique needs of your employees.

Understand and Improve Your Credit Score

Better understand why your credit score matters, how it works, and the steps you can take to improve your score.

Identity Theft and Data Breaches

Identity theft can disrupt your life and destroy your reputation. Learn how to better protect your information and what to do if your identity is stolen.

Tips and Tools for Money Management: Saving, Spending and Reducing Debt

Understand the foundation of building a realistic budget and learn simple changes you can make to achieve your goals.

Managing Debt

Your debt is unique to you and your circumstances. Understand your options for managing and minimizing your debt.

Health Savings Accounts

Learn how Health Savings Accounts (HSA) work and how you can save money on qualified medical expenses when enrolled in a High Deductible Health Plan (HDHP). Understand the benefits of a Health  Savings Account offered by BMI FCU.

Smart Money: Top 10 Fundamentals

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.

Paycheck Planning

Stretch your paycheck further by understanding your paycheck deductions and creating a monthly plan for spending and saving.

Auto Buying

Take the stress out of shopping for a car. Prepare yourself by reviewing research you can do ahead of time and how loan pre-approval can work to your advantage. Learn the pros and cons of new versus used and buying versus leasing.

Home Buying

Learn how to prepare for purchasing a home and understand the responsibilities that come with home ownership. A mortgage specialist will share tips on how to improve the process, from the dream to closing.

Money Management for New Hires

A new job can offer a fresh financial start. Being knowledgeable and prepared is key to making smart money decisions. Learn how to make a plan for saving, spending, and debt reduction that will help prepare you for life’s adventures.

Teach Your Kids to Save

Learn the best practices for opening and maintaining your child’s savings account. Learn how to educate and encourage them to be savers and not spenders.

Student Loan Repayment

There are several types of repayment options for student loans. Assess your options: federal or private, consolidation pros and cons, and what to do if you are behind on payments.

You can also explore our latest Community Workshop Calendar, each event free and open to the public.

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