BMI Federal Credit Union
Free Financial Education Workshops
Available for all Ages and Income Types
From budgeting, to debt management, to buying a home, our free community workshops are designed to improve the financial lives of our members.
To Register
Select a workshop and enter your name, email, and phone number. Upon registration, you will receive a confirmation and subsequent reminder emails with the date, time, and location.
| Workshops |
Date/Time |
Location |
Address |
| Ten Fundamentals |
Thursday, June 22 at 12:00pm |
Remote |
Webinar |
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. Please note, this workshop is a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Understand and Improve Your Credit Score |
Thursday, July 13 at 12:00pm |
Remote |
Webinar |
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score.
Please note, this workshop is a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Make Your Monthly Plan |
Wednesday, August 30 at 7:00pm |
In Person |
Westerville Public Library: 126 S. State Street
Westerville, OH |
Tips and tools for saving, spending and reducing debt. Understand the foundation of building a realistic budget and learn simple changes you can make to achieve your goals.
This workshop will be in person at the Westerville Public Library. Additional information will be sent to your e-mail upon registration.
Duration: 1.50 hours |
| Estate Planning 101 |
Saturday, September 30 at 10:00am |
In-person |
BMI FCU 6165 Emerald Pkwy
Dublin, OH |
Learn about the documents all adults should have in place to ensure their wishes are clear and estate secure. This workshop will be in person at the BMI Federal Credit Union Dublin location. Additional information will be sent to your e-mail upon registration.
Duration: 1.50 hours |
| Medicare for Beginners |
Tuesday, October 3 at 12:00pm |
Remote |
Webinar |
If you're new to Medicare or if you need help understanding your options, 'Medicare for Beginners' is a valuable resource for unbiased information to help you make informed decisions. Presented by the Central Ohio Area Agency on Aging. Please note, this workshop is a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Asset Protection Planning |
Saturday, October 14 at 10:00am |
In Person |
BMI FCU 6165 Emerald Pkwy
Dublin, OH |
How probate, taxes and long-term care costs can affect your estate and steps you can take to protect it.
This workshop will be in person at the BMI Federal Credit Union Dublin location. Additional information will be sent to your e-mail upon registration.
Duration: 1.50 hours |
Explore More Topics
We are always scheduling new workshops. Check back in and see what else comes up! If you are not able to attend a workshop, or need help in an area you don't see on our calendar, sign up for a free one-on-one financial coaching session from a Certified Financial Coach*.
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*Our coaches are certified through the Credit Union National Association (CUNA), and are required to be re-certified every three years.