Free Financial Workshops
For Preferred Employers
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 for Preferred Employers.
These can be provided on-site, and offered in an array of popular topics tailored to meet the financial needs of your company's employees. 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 |
Address |
| Smart Money: Ten Fundamentals |
Wednesday, August 25 at 6:30pm |
Remote |
Webinar |
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.
Please note this workshop is only being offered as a remote webinar through Zoom. Please select Virtually (see below) for how you will be attending. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| New Youth Workshop! Banking on Your Own: Getting Started with Savings, Checking, and Credit |
Saturday, August 28 at 10:00am |
Remote |
Webinar |
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.
Please note this workshop is only being offered as a remote webinar through Zoom. Please select Virtually (see below) for how you will be attending. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Home Buying |
Saturday, September 11 at 10:00am |
In-Person and Remote |
BMI FCU: 6165 Emerald Parkway
Dublin, OH |
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.
This workshop is offered in-person and virtually. Please indicate how you plan to attend, and instructions will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Becoming a Saver |
Thursday, September 30 at 6:30pm |
Remote |
Webinar |
Master the mindset, methods, and motivation needed to develop the habit of saving and reach your financial goals.
Please note this workshop is only being offered as a remote webinar through Zoom. Please select Virtually (see below) for how you will be attending. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Understand and Improve Your Credit Score |
Tuesday, October 5 at 6:30pm |
Remote |
Webinar |
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score.
Please note this workshop is only being offered as a remote webinar through Zoom. Please select Virtually (see below) for how you will be attending. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Home Buying |
Saturday, October 9 at 10:00am |
In-Person and Remote |
BMI FCU: 6165 Emerald Parkway
Dublin, OH |
Thinking about buying a home? Learn about mortgages, realtors, insurance and more from our panel of experts.
This workshop is offered in-person and virtually. Please indicate, below, how you plan to attend and instructions will be sent to your email upon registration.
Duration: 1.5 hours |
| Estate Planning 101 |
Saturday, October 16 at 10:00am |
In-Person and Remote |
BMI FCU: 6165 Emerald Parkway
Dublin, OH |
Learn about the documents all adults should have in place to ensure their wishes are clear and estate secure.
This workshop is offered in-person and virtually. Please indicate how you plan to attend, and instructions will be sent to your email upon registration.
Duration: 1.5 hours |
| Medicare for Beginners |
Wednesday, October 20 at 12:00pm |
Remote |
Webinar |
If you are new to Medicare or if you need help understanding your options, 'Medicare for Beginners' is a valuable resource for unbiased information to help you make informed decisions. Presented by the Central Ohio Area Agency on Aging.
Please note this workshop is only being offered as a remote webinar through Zoom. Please select Virtually below for how you will be attending. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Health Savings Accounts |
Wednesday, October 27 at 6:30pm |
Remote |
Webinar |
Learn how Health Savings Accounts (HSA) work and how you can save money on qualifieid medical expenses when enrolled in a High Deductible Health Plan (HDHP). Understand the benefits of a Health Savings Account offered by BMI FCU.
Please note this workshop is only being offered as a remote webinar through Zoom. Please select Virtually (see below) for how you will be attending. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Asset Protection Planning |
Saturday, November 13 at 10:00am |
In-Person and Remote |
BMI FCU: 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.
<span style="font-size: 13.3333px;">This workshop is offered in-person and virtually. Please indicate how you plan to attend, and instructions will be sent to your email upon registration.</span>
Duration: 1.5 hours |
| Smart Money: Managing Debt |
Saturday, December 11 at 10:00am |
In-Person and Remote |
BMI FCU: 6165 Emerald Parkway
Dublin, OH |
Your debt is unique to you and your circumstances. Understand your options for managing and minimizing your debt.
<p>This workshop is offered in-person and virtually. Please indicate how you plan to attend, and instructions will be sent to your email upon registration. <b></b></p>
Duration: 1.5 hours |