At American Heritage, we offer the resources to help individuals work their way out of difficult financial situations, create budgets, manage their day-to-day finances, and save for the future.
Financial Wellness is at the heart of what we do as a Credit union. Our financial wellness seminars provide the tools needed to create financial balance, financial resiliency, relief from financial stress, and revolutionize financial lives all from the comfort of your computer screen.
Tuesday, May 4 @12pm
Keeping Debt Under Control: Avoid Detours
Description: Debt doesn’t have to be stressful. Participants in this course will gain the knowledge they need to take control of their debt and prevent it from becoming a problem in the future.
Wednesday, May 5 @6:30pm
Description: During the virtual seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning.
Tuesday, May 11 @6pm
Building Savings : Ready for the Road Ahead
Description: Without savings to cushion the blow, an unexpected expense can wreak havoc on a budget. This course will motivate participants to save and give them the tools they need to create and grow an emergency savings account, as well as develop a plan to meet their personal financial goals.
Wednesday, May 19 @6pm
The Return of Conservative Investing
Description: Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates of deposit (CDs) and annuities can help get your financial plan back on track.
Tuesday, May 25 @6:30pm
Women and Investing
Description: There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men.
Wednesday, May 26 @12pm
Dreaming of a Second Home
Description: Whether at the beach or the mountains or somewhere in between, the opportunity to enjoy a “home away from home” can be one of the ways you can ensure relaxation, rest, and recreation.
For more information or to register visit: AmericanHeritageCU.org/events