Financial Wellness

Financial education is at the core of credit unions’ social mission and deeply embedded into our asset-building work. Financial capability is about motivating and supporting individuals to make sound financial decisions. Whether we are working with participants in matched savings account programs or students at a reality fair, we strive to help individuals achieve their financial dreams.

We understand that sometimes our partners and credit unions are strapped for resources. If this sounds like you, we can help.

Contact us for more information regarding your financial education needs, whether you are planning a community event or if you would like us to join you for an employee function to discuss a specified financial topic. In the past we have presented at chapter meetings, lunch and learn events, in classrooms, at conferences, and workshops. Whatever your need may be, we can supply (and often facilitate) the financial content.

Want to Learn More?
Karen Smith Karen Smith SVP, Chief Advocacy Officer

800-745-5546, ext 124

Direct: 406-324-7375