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 |
| Asset Protection Planning |
Saturday, August 24 at 10:00am |
The Sharon L. Custer Member Meeting Room |
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.
Duration: 1.5 hours |
| Home Buying 101 |
Thursday, August 29 at 5:30pm |
Westerville Branch |
543 N. Cleveland Ave.
Westerville, OH |
Thinking about buying a home? Hear from industry experts about what you need to know and how to prepare for your first home purchase.
Duration: 1.5 hours |
| Understand and Improve Your Credit Score |
Thursday, September 5 at 7:00pm |
Westerville Public Library: Room A |
126 S State St
Westerville, OH |
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score.
Duration: 1.5 hours |
| Life Transitions for 50+: Declutter, Downsize, Decide on Your Next Move |
Saturday, September 14 at 10:00am |
Westerville Branch |
543 N. Cleveland Ave.
Westerville, OH |
Hear from a Senior Real Estate Specialist, a Home Transition Specialist, and a Mortgage Loan Officer about getting started with downsizing, effective real estate strategies in today's market, and mortgage options.
Presented by BMI Federal Credit Union, DM Home Transitions, and HER Realtors.
Duration: 1.5 hours |
| Medicare & Muffins |
Saturday, September 28 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn what you need to know about Medicare and take the guess work out of the process. (This event is for educational purposes only and no plan-specific benefits or details will be shared.) Presented by Matt Kerr.
Duration: 1.5 hours |
| Social Security 101 |
Saturday, October 19 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Hear a representative from the Social Security Administration explain how Social Security benefits work, and how to get the most from your benefit.
Duration: 1.5 hours |
| Job Search Strategies for the Mature Job Seeker |
Thursday, October 24 at 9:30am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn the strategies that will make you a great job seeker and ideal candidate.
Duration: 3 hours |
| LinkedIn Basics for Mature Job Seekers |
Wednesday, October 30 at 9:30am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
How to get started on LinkedIn, setting up your profile, and using LinkedIn in your job search.
Duration: 3 hours |
| Tips & Tools for Money Management |
Saturday, November 9 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Understand the foundation of building a realistic budget and learn simple changes yo can make to achieve your goals.
Duration: 1.5 hours |
| Home Buying 101 |
Saturday, November 16 at 12:00pm |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Thinking about buying a home? Hear from our industry experts to learn what you need to know and how to prepare for your first home purchase. Lunch will be provided.
Duration: 1.5 hours |