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.  

Attend a workshop or meet with a Financial Coach to get entered for the chance to win a $90 cash bonus*.

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
New Year! New You! Webinar Series: Better Budget Building	Wednesday, February 4 at 12:00pm	Remote	Webinar
Explore what should be included in your budget as well as strategies to make it work for you. Discover various tools that can help you create an effective plan for your money and learn tips to stay on course toward your 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
Ten Fundamentals of Financial Fitness	Wednesday, February 11 at 7:00pm	In Person	Westerville Public Library: 126 S. State Street Westerville, OH
Identify your strengths and weaknesses, then determine the next steps you can take to improve your financial wellbeing. In addition, we will provide and review a toolkit that is a collection of personal finance resources. It is divided into six parts that can be used together or individually as your guide to financial wellness. 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
Money Sense: Debt	Thursday, February 19 at 4:00pm	In Person	WARM: 150 Heatherdown Drive Westerville, OH
Learn the five steps you need to take to reduce debt. Explore several re-payment strategies and discuss ways to reallocate existing funds toward paying what you owe. This workshop is presented by BMI Federal Credit Union in partnership with WARM (Westerville Area Resource Ministry) and will take place in person at WARM in Westerville. Additional information will be sent to your e-mail upon registration. Duration: 1 hour
Asset Protection Planning	Saturday, March 14 at 10:00am	In Person	BMI FCU: 6165 Emerald Parkway. Dublin, OH
A trusted attorney provides a detailed explanation on how probate, taxes, and long-term care costs can affect your estate. Learn what steps you can take to secure your assets and preserve your legacy. This workshop will be in person at BMI Federal Credit Union, Dublin location. Additional information will be sent to your e-mail upon registration. Duration: 1.50 hours
Understand and Improve Your Credit Score	Wednesday, March 18 at 6:00pm	Remote	Webinar
Discover what is factored into your credit score, how it is calculated, and why it matters. Please note, this workshop is a remote webinar through Zoom. Zoom login details will be sent to your email upon registration. Duration: 1 hour
Money Sense: Credit	Thursday, April 16 at 4:00pm	In Person	WARM: 150 Heatherdown Drive Westerville, OH
Discover what is factored into your credit score, how it is calculated, and why it matters. This workshop is presented by BMI Federal Credit Union in partnership with WARM (Westerville Area Resource Ministry) and will take place in person at WARM in Westerville. Additional information will be sent to your e-mail upon registration. Duration: 1 hour
Managing Debt	Wednesday, April 22 at 6:00pm	Remote	Webinar
Learn the five steps you need to take to reduce debt. Explore several re-payment strategies and discuss ways to reallocate existing funds toward paying what you owe. Please note, this workshop is a remote webinar through Zoom. Zoom login details will be sent to your email upon registration. Duration: 1 hour
Money Sense: Prevent Scams	Thursday, June 18 at 4:00pm	In Person	WARM: 150 Heatherdown Drive Westerville, OH
Learn to identify the most common scams and how to protect yourself and your loved ones. This workshop is presented by BMI Federal Credit Union in partnership with WARM, Westerville Area Resource Ministry, and will take place in person at WARM in Westerville. Additional information will be sent to your e-mail upon registration. Duration: 1 hour
Managing Debt	Wednesday, August 12 at 7:00pm	In Person	Westerville Public Library: 126 S. State Street Westerville, OH
Learn the five steps you need to take to reduce debt. Explore several re-payment strategies and discuss ways to reallocate existing funds toward paying what you owe. 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
Money Sense: Financial Wellness	Thursday, August 20 at 4:00pm	In Person	WARM: 150 Heatherdown Drive Westerville, OH
We will provide a toolkit for your financial wellness. This toolkit is a collection of personal finance resources. It is divided into six parts that can be used together or individually as your guide to financial stability. This workshop is presented by BMI Federal Credit Union in partnership with WARM, Westerville Area Resource Ministry, and will take place in person at WARM in Westerville. Additional information will be sent to your e-mail upon registration. Duration: 1 hour

*Sweepstakes Official Rules: No purchase necessary to enter or win. Purchase does not improve your chances of winning. To enter, raffle tickets will be awarded for attending a BMI FCU workshop or webinar, or meeting with a financial coach, or mail a postcard with your name, address and email address to BMI Federal Credit Union, Attn: Marketing, 6165 Emerald Parkway, Dublin, OH 43016. One mail-in entry per person per month. Must be a resident of Ohio and at least 18 years or older to enter. Entries must be received by the last day of each month in 2026. Not responsible for lost, late, misdirected, incomplete, or illegible entries. Winners will be selected in a random drawing from all eligible entries received each month. Drawing will be held on or before the 10th day of following month of the qualifying period. Any entries not selected in a Drawing Period will NOT be entered in subsequent $90 cash bonus drawings. Winners will be notified by email/phone and a cash bonus will be deposed in their savings account within 5 business days. There will be twelve (12) $90 monthly prizes awarded. Unclaimed prizes will not be awarded. BMI FCU employees, their immediate family, and official family members are not eligible to win. Cash prize may be considered income and reported on 1099 MISC or 1099INT. Taxes are the responsibility of the winner. BMI FCU may end or amend sweepstakes at any time. Odds of winning depend on the number of eligible entries received for the drawing. Void where prohibited, taxed or restricted. Official winners list available upon written request.