From budgeting, to debt management, to buying a home, our free community workshops are designed to improve the financial lives of our members.
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 |
| 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 |
| Financial Wellness Check-in: Budget |
Tuesday, September 22 at 12:00pm |
Remote |
Webinar |
Checking in on your finances can help reduce stress. Join us for our webinar series as your guide to financial wellness. During this webinar we will 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 |
| Medicare 101 |
Saturday, October 3 at 10:00am |
In Person |
BMI Federal Credit Union: 6165 Emerald Parkway
Dublin, OH |
Medicare doesn't have to be confusing — but for most people, it is. Parts A, B, C, D, Medigap, enrollment windows, penalties — it's a lot. BMI Federal Credit Union is partnering with a licensed insurance broker with Shields Up Health to provide "Medicare 101". This free one-hour workshop breaks it all down in a way that actually makes sense. In this session you'll learn: • What Medicare covers — and what it doesn't • The difference between Original Medicare and Medicare Advantage • When and how to enroll — and how to avoid costly mistakes • Your supplemental and prescription drug options • How to choose the plan that fits your life This workshop will be in person at BMI Federal Credit Union, Dublin location. Additional information will be sent to your e-mail upon registration. This event is for educational purposes only. No plan-specific benefits, premiums, or details will be shared. For accommodation of persons with special needs at this meeting, please call 614-674-1873.
Duration: 1 hour |
| Financial Wellness Check-in: Credit |
Tuesday, October 20 at 12:00pm |
Remote |
Webinar |
Checking in on your finances can help reduce stress. Join us for our webinar series as your guide to financial wellness. During this webinar you will 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 |
| Financial Wellness Check-in: Saving |
Tuesday, November 17 at 12:00pm |
Remote |
Webinar |
Checking in on your finances can help reduce stress. Join us for our webinar series as your guide to financial wellness. During this webinar learn how good saving habits can benefit your long-term financial health. Find out what you need to know about emergency funds and discover the tools and knowledge needed to help reach your short and long term 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 |