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A Global CU representative will come to your place of business or organization, at no cost to you, and present any one of the following workshops:
Starting a Budget
Taking control of your budget is the key to your long term financial success . . . and it's easier than you might think. Whether you need to create a budget from scratch or
re-evaluate your goals, the steps below will help you get on the right track
Keeping Your Checkbook in Balance
Did you learn to balance your checkbook by trial and error? Most people do. However, since a checking account is such an invaluable personal finance tool and maintaining a positive credit union relationship is so important, knowing how to use one correctly is vital - before costly mistakes are made. This workshop covers such fundamentals as keeping track of checks, monitoring statements, and balancing an account.
Identity Theft
This presentation provides an overview of common identity theft practices, tools for preventing identity theft, and specific steps for victims of these kinds of crimes to take in order to minimize damage.
On the Road to Riches: The Basics of Saving and Investing
Successful investment strategy varies from person to person – goals, risk tolerance and cash flow all impact savings and investment choices. Participants in this workshop will learn how to determine how much money to commit to savings, what savings and investment tools are available, how to determine which combination of investments is best suited to their needs.
Retirement Planning: The Basics
Working till 90 or relaxing on the beach at 60? To ensure a comfortable retirement, it is important to take the proper steps during the working years. In this workshop you will learn how to harness the power of time, how investments can be used to reach longterm goals, and how inflation and taxes will impact your retirement dollars.
Credit Card Use and Abuse
You can use credit cards and still have good credit; we’ll show you how!
Your Credit Score
Your credit report can affect your ability to purchase a home, rent an apartment, buy a car, receive favorable insurance rates, or even get a new job. As your credit union, we want to help you establish and maintain a healthy credit score.
To schedule a workshop please click here.
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