BMI Federal Credit Union
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.
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Schedule Today
Call a Business Development Manager at 614.707.4000, to schedule a workshop for your employees today.
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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 |
| 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 |
| 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 |