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 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.
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| Workshops |
Date/Time |
Location |
Address |
| Asset Protection Planning |
Saturday, April 27 at 10:00am |
The Sharon L. Custer Member Meeting Room: Dublin Branch |
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 Klunker, Partner at Carlile, Patchen, & Murphy.
Duration: 1.5 hours |
| Identity Theft & Data Breaches |
Tuesday, May 21 at 7:00pm |
Westerville Public Library: Room A |
126 S State St
Dublin, OH |
Identity theft can disrupt your life and destroy you reputation. Learn how to better protect your information and what to do if your identity is stolen.
Duration: 1.5 hours |
| Estate Planning 101 |
Saturday, July 27 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 |
| Asset Protection Planning |
Saturday, August 24 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
Duration: 1.5 hours |
| Understand and Improve Your Credit Score |
Thursday, September 5 at 7:00pm |
Westerville Public Library: Room A |
126 S State St
Dublin, OH |
Gain a better understanding of why your credit score matters, how it works, and the
steps you can take to improve your score.
Duration: 1.5 hours |
| Medicare & Muffins |
Saturday, September 28 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn what you need to know about Medicare and take the guess work out of the
process. (This event is for educational purposes only and no plan-specific
benefits or details will be shared.)
Presented by Matt Kerr
Duration: 1.5 hours |
| Social Security 101 |
Saturday, October 19 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Hear a
representative from the Social Security Administration explain how Social
Security benefits work and how to get the most from your benefit.
Duration: 1.5 hours |
| Tips & Tools for Money Management |
Saturday, November 9 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Understand
the foundation of building a realistic budget and learn simple changes you
can make to achieve your goals.
Duration: 1.5 hours |
| Home Buying 101 |
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 panel of industry experts what you need to know and how to
prepare for your first home purchase. Lunch will be provided.
Duration: 1.5 hours |