BALANCE/Workshops

Financial education programs are an investment in community outreach and business development – and they support your credit union's commitment to ensuring your member's financial success. Providing classes for the community brings members – and potential members – into the credit union. Offering on-site workshops to SEGs opens the door to contact with employees. Both result in increased membership and opportunities to promote your products and services.

	Choose Your Workshop
	BALANCE offers a menu of workshops – the topics range from basics such as developing a realistic spending plan and understanding credit reports, to more advanced concepts like preparing for retirement and buying a first home. Learn More

	Plan Your Workshop
	By implementing simple techniques, more of your members will take advantage of your upcoming personal finance workshops – providing you the perfect opportunity to cross-sell products and promote your credit union. Learn More

	Schedule Your Workshop
	A BALANCE presenter will come on-site to provide financial education workshops on the available topic of your choice. These 60- to 90-minute workshops can be presented in the evening to the membership at large or at lunch-and-learn sessions at SEGs. Learn More

	Market Your Workshop
	We've compiled some commonly used tools to assist you in your workshop marketing efforts, including workshop announcements, flyers, and presenter profiles. Learn More

Financial Fitness Training

Financial Fitness Training is a two-day on-site train-the-trainer program developed to provide your credit union with the tools necessary to provide money management and credit-related education programs.

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