Financial Education Workshops | CFCU

For kids ages 6–13, teaches the difference between things needed to live and stay healthy and things that are nice to have but not necessary (wants).

From hosting a lemonade stand to preparing for college, it is never too early or too late to start teaching kids about money. Practical tips on how children can begin setting up for a financially healthy future.

Students explore how digital money works, including apps, online payments, and basic banking tools. They also learn how to stay safe online by protecting personal information and recognizing common scams.

Introduces the basics of checking and savings accounts, along with how debit and credit cards are used. Students build confidence in managing money by learning how to track spending and make smart financial choices.

Students step into a real-world simulation where they earn a career, manage a budget, and make everyday spending decisions. This hands-on experience builds early money management skills in a fun and engaging way.

• Intro to Earning Money & Understanding Taxes
• Budgeting for Beginners
• Smart Shopping & Making Choices
• Goal Setting & Saving for Something Big

Learn key financial concepts, how to set clear financial goals, and how to create a plan to achieve them.

Introduces the importance of credit and how to build it, things to know when it comes to full-time jobs, and setting up for success when it comes to living on their own.

Learn more about the options available after high school and things to consider about managing money long term.

An interactive workshop to build your own budget! We begin by talking about what a budget is before guiding students through the process. They also receive tips for implementing their new budget successfully.

Discuss emergency savings, saving for goals, and the concept of sinking funds to prepare for periodic expenses. Learn more about different types of savings accounts and how to choose which is best for your needs. Leave with tips on how to build and implement a savings plan.

Participants navigate real-life financial scenarios by budgeting for housing, transportation, and daily expenses based on income. This helps adults decision-making skills and gain confidence in managing their finances.

• Banking
• Basics
  Building & Understanding Credit
• Student Loans & Paying for College
• Setting Financial Goals
• Paying Bills & Managing Expenses
• Financial Scams & Identity Theft
• Renting Your First Apartmen
• Car Buying & Auto Loans

Participants learn their money personality and the steps to improve their budget. We also touch on how to use credit and other strategies for long-term financial success.

Participants learn how to determine current spending habits, identify an ideal spending plan, and walk away with a variety of suggestions to consider as they look to reduce spending in lower priority categories.

Wherever participants are at in the process, we will provide each person with a roadmap of the steps to take on the journey to becoming a homeowner.

Transitions can have a significant impact on someone’s financial situation. Whether they have already experienced a transition or are planning to experience one, we help strategize steps to move forward and minimize long-term impact.

Learn about a variety of options available to get out of debt, identify some key differences between the options, and weigh the pros and cons of each.

Learn more about the psychology of spending and how to use this awareness to ensure spending habits align with values.

• Understanding & Improving Credit
• Auto Loans & Major Purchases
• Digital Money Apps & Safety
• Fraud Prevention & Identity Protection