Free Financial Workshops 
From budgeting, to debt management, to buying a home, our free community workshops are designed to improve the financial lives of our members. These events are offered through the Credit Union, but are all free and open to the public. Materials, coffee, and snacks are provided. See what's coming up below!
To register: Click on the workshop in which you are interested and enter your name and contact information. You will receive a reminder email prior to the event. You are also welcome to stop by - these workshops are free and open to the public!
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| Workshops |
Date/Time |
Location |
Address |
| Home Buying |
Saturday, November 16 at 12:00pm |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Thinking about buying a home? Hear from our industry experts to learn what you need to know and how to prepare for your first home purchase. Lunch will be provided.
Duration: 1.5 hours |
| HSAs |
Thursday, January 16 at 6:00pm |
The Westerville Branch |
543 N. Cleveland Ave
Westerville, OH |
Learn how Health Savings Accounts (HSAs) work, and how you can save money on qualified medical expenses when enrolled in a High Deductible Health Plan (HDHP). Understand the benefit of a Health Savings Account offered by BMI FCU.
Duration: 1.5 hours |
| Smart Money: Top 10 Fundamentals |
Saturday, January 25 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn where you stand on ten measures of financial fitness. Get tips on how to make a workable plan to improve your financial situation and achieve your specific money goals.
Duration: 1.5 hours |
| HSAs |
Saturday, February 8 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn how Health Savings Accounts (HSAs) work and how you can save money on qualified medical expenses when enrolled in a High Deductible Health Plan (HDHP). Understand the benefits of a Health Savings Account offered by BMI FCU.
Duration: 1.5 hours |
| Home Buying |
Saturday, February 22 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Thinking about buying a home? Learn about mortgages, real estate agents, insurance, and more from our panel of experts.
Duration: 1.5 hours |
| Estate Planning |
Saturday, February 29 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn about the documents all adults should have in place to ensure their wishes are clear and estate secure.
Duration: 1.5 hours |
| Understand and Improve Your Credit Score |
Saturday, March 7 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Gain a better understanding of why your credit score matters, how it works, and the steps you should take to improve your score.
Duration: 1.5 hours |
| Home Buying |
Thursday, March 19 at 7:00pm |
The Westerville Public Library |
126 S State Street
Westerville, OH |
Thinking about buying a home? Learn about mortgages, real estate agents, insurance, and more from our panel of experts.
Duration: 1.5 hours |
| Smart Money: Top 10 Fundamentals |
Thursday, March 26 at 7:00pm |
The Westerville Public Library |
126 S State Street
Westerville, OH |
Learn where you stand on ten measures of financial fitness. Get tips on how to make a workable plan to improve your financial situation and achieve your specific money goals.
Duration: 1.5 hours |
| Asset Protection Planning |
Saturday, March 28 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
How probate, taxes, and long-term care costs can affect your estate and steps you can take to protect it.
Presented by Geoff Kunkler, Partner at Carlile, Patchen, & Murphy
Duration: 1.5 hours |
| Social Security 101 |
Saturday, April 25 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Understanding Social Security and how to get the most from your benefit.
Duration: 1.5 hours |