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Free Financial Workshops 

For Preferred Employers 


Preferred Employers Workshops

We know the financial well-being of your employees is important to you. That's why our award-winning Financial Education Program includes free financial workshops on-site or remote in an array of popular topics

Schedule Today

Call a Business Development Manager at 614.707.4000, to schedule a workshop for your employees today.

Community Workshop Schedule

In addition to on-site company workshops, we offer community workshops as well, free and open to the public. Explore our calendar below. 

Workshops Date/Time Location AddressPrint this page
New Year, New You! Becoming a Saver Tuesday, January 7 at 12:00pm Remote Webinar
Ten Fundamentals of Financial Fitness Wednesday, January 8 at 7:00pm In Person Westerville Public Library: 126 S. State Street
Westerville, OH
New Year, New You! Make Your Monthly Plan Tuesday, January 14 at 12:00pm Remote Webinar
New Year, New You! Understand and Improve Your Credit Score Tuesday, January 21 at 12:00pm Remote Webinar
Money Sense: Sensible Budget Thursday, February 27 at 6:00pm In Person WARM: 150 Heatherdown Drive
Westerville, OH
How to Take Care of Mom & Dad: Caring for loved ones later in life Saturday, March 8 at 10:00am In Person BMI Federal Credit Union, Dublin Location: 6165 Emerald Parkway
Dublin, OH