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Routing Number: 322079502

Financial Workshops

UCU has teamed up with Balance to provide you with FREE access to expertly-crafted financial education and resources to help with your fiscal matters.  Click here for more information. We also have workshops at UCU’s main office and webinars so you can relax at home and get educational information on financial matters of importance to you. Please see below the list of upcoming workshops from Balance and Affinity Trust.

Building a Better Budget
Wed., Aug 9th at 5:30 p.m.
One Session
UCU Main Office
Workshop Reservation

Car Buying Secrets
Thurs., Aug 10th at 5:30 p.m.
One Session
UCU Main Office
Workshop Reservation

 Living Trust and Estate Planning
Sat., Aug., 26, 9:30 a.m.
Session One
UCU Main Office
Workshop Reservation

Living Trust and Estate Planning
Sat., Aug., 26, 12:00 p.m.
UCU Main Office
Session Two
Workshop Reservation

 College Financing 101
Wed., Sept 13th at 5:30 p.m.
One Session
Workshop Reservation
UCU Main Office

 

 WEBINAR:

 

JULY — TEN STEPS TO FINANCIAL SUCCESS 
No matter how you define financial success, the paths to get there require discipline and goals. This workshop teaches participants ways to control their finances. Topics include developing a spending plan, creating objectives, weighing insurance needs, and other tools that will put you on the road to personal financial victory.

Session 1: Tuesday, July 11, 2017
Time: 10:30 a.m. – 11:30 a.m. (PST)
Share link: bit.ly/2nbQbTZ

Session 2: Thursday, July 20, 2017
Time: 5:30 p.m. – 6:30 p.m. (PST)
Share link: bit.ly/2nbQbTZ

AUGUST — BUILDING A BETTER BUDGET
Everyone wants control over their financial lives, but how do we get it? In one word: budget. Participants will identify their short and long-term goals, and learn how to design realistic spending and savings plans to reach those objectives, including options for getting out of debt (and staying there).
Session 1: Tuesday, August 8, 2017
Time: 10:30 a.m. – 11:30 a.m. (PST)
Share link: bit.ly/2poTo24

Session 2: Tuesday, August 17, 2017
Time: 5:30 p.m. – 6:30 p.m. (PST)
Share link: bit.ly/2poTo24

SEPTEMBER — COLLEGE FINANCING 101 
As the cost of college tuition continues to rise, parents wonder how they can afford to pay for higher education for children or themselves. Participants will learn about long-term savings strategies, financial aid opportunities, and other ways they can make college education a reality.

Session 1: Tuesday, Sept 12, 2017
Time: 10:30 a.m. – 11:30 a.m. (PST)
Share link: http://bit.ly/2qsweVR

Session 2: Thursday, September 21, 2017
Time: 5:30 p.m. – 6:30 p.m. (PST)
Share link: http://bit.ly/2qsweVR