In addition to on-site company workshops, we offer community workshops as well, free and open to the public. Explore our calendar below.
| Workshops |
Date/Time |
Location |
Address |
| Retirement 101 |
Saturday, May 3 at 10:00am |
In Person |
BMI Federal Credit Union, Dublin Location: 6165 Emerald Parkway
Dublin, OH |
To maximize your saving potential, learn how your retirement plans work. In "Retirement 101," a trusted investment advisor explains the benefits of employer-sponsored retirement plans and Individual Retirement Accounts (IRAs) so you understand your options. You'll also learn how much you should be saving and how that money grows.
This workshop will be in person at BMI Federal Credit Union, Dublin location. Additional information will be sent to your e-mail upon registration.
Duration: 1 hour |
| Money Sense: Managing Debt |
Thursday, May 29 at 6:00pm |
In Person |
WARM: 150 Heatherdown Drive
Westerville, OH |
Learn the five steps you need to take to reduce debt. Explore several re-payment strategies and discuss ways to reallocate existing funds toward paying what you owe.
This workshop is in partnership with WARM, Westerville Area Resource Ministry, and will take place in person at WARM in Westerville. Additional information will be sent to your e-mail upon registration.
Duration: 1.50 hours |
| Make Your Monthly Plan |
Tuesday, June 24 at 6:30pm |
In Person |
Upper Arlington Public Library: Tremont Road Branch - 2800 Tremont Rd.
Upper Arlington, OH |
Explore what should be included in your budget as well as strategies to make it work for you. Discover various tools that can help you create an effective plan for your money and learn tips to stay on course toward your goals.
This workshop will be in person at the Upper Arlington Public Library: Tremont Road Branch. Additional information will be sent to your e-mail upon registration.
Duration: 1 hour |
| Managing Debt |
Thursday, July 24 at 6:30pm |
In Person |
Upper Arlington Public Library: Lane Road Branch - 1945 Lane Rd.
Upper Arlington, OH |
Learn the five steps you need to take to reduce debt. Explore several re-payment strategies and discuss ways to reallocate existing funds toward paying what you owe.
This workshop will be in person at the Upper Arlington Public Library: Lane Road Branch. Additional information will be sent to your e-mail upon registration.
Duration: 1 hour |
| Money Sense: Credit |
Thursday, August 7 at 6:00pm |
In Person |
WARM: 150 Heatherdown Drive
Westerville, OH |
Your credit score matters, and it is important to know how it is calculated. Learn how to build, improve, and keep your credit score strong.
This workshop is in partnership with WARM, Westerville Area Resource Ministry, and will take place in person at WARM in Westerville. Additional information will be sent to your e-mail upon registration.
Duration: 1.50 hours |
| Becoming a Saver |
Thursday, August 28 at 6:30pm |
In Person |
Upper Arlington Public Library: Lane Road Branch - 1945 Lane Rd.
Upper Arlington, OH |
Developing good saving habits now can benefit your long-term financial health. Discover your motivation to save and acquire the tools to reach your goals.
This workshop will be in person at the Upper Arlington Public Library: Lane Road Branch. Additional information will be sent to your e-mail upon registration.
Duration: 1 hour |