Financial Wellness Workshops

Financial Wellness Workshops

Get your financial health into tiptop shape with our financial wellness workshops. They’re presented by our amazing Community Relations Coordinators Suzanne, Karen and Josh, who have a wealth of knowledge and personal experience that enables them to share the type of information you need. You’ll also receive the tools to keep your finances on track for success.

Our Financial Wellness Workshops:
  • Offer a great choice of topics
  • Are presented free of charge
  • Are available for groups of 10 or more
  • Are easily requested online

Moments

Heading off to college is a special moment for parent and child. Part of the experience is being able to enjoy that moment and the future it promises. Being financially prepared allows you to focus on that experience rather than worrying over the cost. We have some ways to help make it happen...request our Education Payoff workshop below.

Spotlight Workshop: Education Payoff

Planning for higher education expenses in advance and being prepared will help make it a financially stress-free experience. Our Education Payoff workshop is a great place to start.

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Credit Reporting 101

Find out about credit bureaus, how your score is calculated and determined, the steps you can take to improve your credit and more.

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Emergency Financial First Aid Kit

Emergencies happen, so come get the tools you need to be ready for an emergency – natural disaster, financial or otherwise.

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Financial Stress Management

You may not realize this, but your financial health affects your overall health. Here’s your chance to learn how to manage the challenges financial stress can cause.

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Forty, Fabulous and Flat Broke

Did you know that 58% of Americans over 40 don’t have a solid retirement plan? This workshop provides the tools and resources to get the ball rolling in the right direction.

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Identity Theft

Bring yourself up-to-date on the latest statistics, how identity theft happens and ways to prevent having it happen to you.

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Life’s Financial Milestones

Discover the common and not-so-common milestones and learn how to approach them in a financially sound way.

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Scams, Shams and Your Money Matters

Don’t take the chance of exposing yourself to all those types of fraud out there – learn ways to protect your accounts, money, debit cards and credit cards.

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Meet Our Community Relations Coordinators

Josh Bergman
Josh Bergman

Community Relations Coordinator
Eastern Washington

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Karen Childs
Karen Childs

Community Relations Coordinator
Northwestern Washington

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Suzanne Klenk
Suzanne Klenk

Community Relations Coordinator
Southwestern Washington

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