WORKSHOPS
Information and education are the most important tools available to improve financial skills. To help Members achieve their goals for the future and become better-informed consumers, SchoolsFirst FCU provides complimentary educational workshops and webinars on a broad range of topics, from saving and investing to purchasing a home. Sign up for one or more of the workshops below and enjoy learning in a relaxed atmosphere from experienced and knowledgeable SchoolsFirst FCU representatives and financial advisors.
To learn more about our financial advisors and their backgrounds, visit the Financial Advisors page on our website.
Living Trusts & Estate Planning: Presented by Affinity Trusts and SchoolsFirst FCU
Planning ahead is important, and Affinity Trusts wants to help you understand the basics of estate planning. At this informative live webinar, you will learn about:
- The difference between a Living Trust and a Will
- Why a Living Trust is so important to homeowners
- How to plan for incapacity and avoid the probate process
- How to safeguard minor children and special needs dependents
Online Webinar
Financial Education: Presented by GreenPath Financial Wellness
Increase your financial knowledge and attend a live webinar from GreenPath Financial Wellness on a variety of topics from planning for the future, debt, personal credit, and more. Or, watch a previously recorded webinar on your own time.