Adult Financial Education Resources
An interactive simulation experience that will have participants thinking ahead about the type of lifestyle they would like to pursue in retirement and then linking their projected lifestyle to their financial plan.
Free MCUL ready-to-use seminars
These free seminars contain PowerPoint presentations, complete speakers notes, member handouts and suggested activities. Use these ‘as is’ to conduct a community seminar or use as a starting point and customize the presentation with your logo and specific information about your credit union products and services.
Consumer Credit Basics: What you need to know to use credit wisely.
Right at Home and Right at Home Answers: Award winning DVD and website with financial answers for successful home ownership. DVD and website workbook may be utilized in a seminar or workshop.
Financial Health: Money management techniques for employees and members. Help your employees enjoy financial well-being, improve your bottom line, and improve your member service at the same time by providing an employee financial education program! This course is recommended for all employees as part of orientation and training and may also be used for member presentations.
- Download the complete course with PowerPoint, instructor notes, handouts and activities.
Other resources available to credit unions
CUNA Seminars and presentations: A variety of ready to go seminars are available in the CUNA “Seminars-in-a-Box” series.
GreenPath: Many financial education workshops available; you can choose to invite a GreenPath speaker to make the presentation or purchase these to present yourself.