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Financial Education Workshops

Popular Topics

Our award-winning Financial Education Program provides free on-site workshops. These are available any time. You may choose from our popular topics below, or request a topic to meet the unique needs of your employees.

The Smart Money Series

Smart Money: Understand and Improve Your Credit Score

Better understand why your credit score matters, how it works, and the steps you can take to improve your score.

Smart Money: Managing Debt
Your debt is unique to you and your circumstances. Understand your options for managing and minimizing your debt.

Smart Money: Top 10 Fundamentals
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.

Smart Money: Net Worth and Wealth Building 101
Understand how net worth is a measure of financial fitness and how you can use this number to make informed decisions to build wealth over your lifetime.

Smart Money: Make Your Monthly Plan
Tips and tools for saving, spending and reducing debt. Understand the foundation of building a realistic budget and learn simple changes you can make to achieve your goals.

Smart Money: Becoming a Saver
Master the mindset, methods, and motivation needed to develop the habit of saving and reach your financial goals.

Additional Topics

Money Management for New Hires
A new job can offer a fresh financial start. Being knowledgeable and prepared is key to making smart money decisions. Learn how to make a plan for saving, spending, and debt reduction that will help prepare you for life’s adventures.

Home Buying 
Learn how to prepare for purchasing a home and understand the responsibilities that come with home ownership. A mortgage specialist will share tips on how to improve the process, from the dream to closing.

Auto Buying
Take the stress out of shopping for a car. Prepare yourself by reviewing research you can do ahead of time and how loan pre-approval can work to your advantage. Learn the pros and cons of new versus used and buying versus leasing.

Student Loan Repayment
There are several types of repayment options for student loans. Assess your options: federal or private, consolidation pros and cons, and what to do if you are behind on payments.

Identity Theft and Data Breaches
Identity theft can disrupt your life and destroy your reputation. Learn how to better protect your information and what to do if your identity is stolen.

Health Savings Accounts (HSAs)
Learn how Health Savings Accounts (HSA) 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.

Financial Fundamentals During COVID-19
Has COVID-19 impacted your finances? Hear tips for dealing with lost income and ideas for cutting monthly expenses for the time being. Learn what to do (and what not to do) to support your financial stability.

Banking on Your Own: Getting Started with Savings, Checking, and Credit
This webinar is for teens and young adults. Learn the steps you need to take to build good money skills. It starts with opening your first account and building good financial habits. We will cover everything from Savings Accounts, Checking Accounts, to why and how to build credit.