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. Our presenters do not sell or endorse any products, but will promote any applicable programs and services available from the credit union.

For information, pricing, or to schedule a workshop, please email Karen Schwall, Director of Partner Relations at kschwall@balancepro.org or call 800-808-4327 ext 219, or your partner relations manager.

Workshop Licensing

Some credit unions have experienced presenters on staff who are comfortable with providing financial education programs, but do not have the resources readily available to develop the presentations and supporting materials and visual aids.

In these cases, we can provide licensing of any of our workshops independent of Financial Fitness Training. We will brand the materials with your credit union logo and contact information and provide them on CD to print as needed. The presenter's guides are comprehensive and easy to follow. Your staff can contact our trainers and educators via telephone for questions and clarification of content.

For information on workshop licensing, please contact your partner relations manager.