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 |
| HSAs |
Thursday, January 16 at 6:00pm |
The Westerville Branch |
543 N. Cleveland Ave
Westerville, OH |
Learn how Health Savings Accounts (HSAs) work, and how you can save money on qualified medical expenses when enrolled in a High Deductible Health Plan (HDHP). Understand the benefit of a Health Savings Account offered by BMI FCU.
Duration: 1.5 hours |
| Smart Money: Top 10 Fundamentals |
Saturday, January 25 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
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.
Duration: 1.5 hours |
| HSAs |
Saturday, February 8 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn how Health Savings Accounts (HSAs) 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.
Duration: 1.5 hours |
| Home Buying |
Saturday, February 22 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Thinking about buying a home? Learn about mortgages, real estate agents, insurance, and more from our panel of experts.
Duration: 1.5 hours |
| Estate Planning |
Saturday, February 29 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Learn about the documents all adults should have in place to ensure their wishes are clear and estate secure.
Duration: 1.5 hours |
| Understand and Improve Your Credit Score |
Saturday, March 7 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Gain a better understanding of why your credit score matters, how it works, and the steps you should take to improve your score.
Duration: 1.5 hours |
| Home Buying |
Thursday, March 19 at 7:00pm |
The Westerville Public Library |
126 S State Street
Westerville, OH |
Thinking about buying a home? Learn about mortgages, real estate agents, insurance, and more from our panel of experts.
Duration: 1.5 hours |
| Smart Money: Top 10 Fundamentals |
Thursday, March 26 at 7:00pm |
The Westerville Public Library |
126 S State Street
Westerville, OH |
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.
Duration: 1.5 hours |
| Asset Protection Planning |
Saturday, March 28 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.
Presented by Geoff Kunkler, Partner at Carlile, Patchen, & Murphy
Duration: 1.5 hours |
| Social Security 101 |
Saturday, April 25 at 10:00am |
The Sharon L. Custer Member Meeting Room |
6165 Emerald Parkway
Dublin, OH |
Understanding Social Security and how to get the most from your benefit.
Duration: 1.5 hours |