Employer Group Program

Financial Education

Learning For A Lifetime

One of our most popular benefits to sponsor companies is our financial education series in which PrimeWay Federal Credit Union representatives visit your company and provide free seminars on a variety of topics. As a company that’s responsive to your employees, you care that they’re receiving trustworthy information that can help them navigate their finances.

But these workshops also empower your employees as they gain a better understanding of how to best use their money. More education means less stress about the unknown, and that leads to more productive employees in the workplace.

Below is a list of the workshops we offer. For a printable list, please click here.

Financial Check-Up: How Healthy Are You?

  • Quiz to assess financial health and awareness
  • Importance of financial wellness
  • S.M.A.R.T. Financial Goals (Specific, Measurable, Adjustable, Realistic, Time-oriented)
  • How to become financially healthy
  • The Emergency Fund
  • Insurance

There's Only One You, Keep It That Way: Identity Theft and Fraud Prevention

  • Consumer protection laws
  • Predatory loans
  • What to do if your wallet is lost or stolen
  • Identity theft and how to prevent it
  • What to do if you are a victim of identity theft
  • Identity theft services and monitoring

Into The Wild: A Credit Report Safari

  • Credit reports
  • How to repair your credit
  • Requesting a copy of your credit report
  • Explaining dispute letters and how to use them effectively
  • Tips to build your credit score
  • Truth about credit repair
  • Credit insurance

Take A Little Weight Off: Debt Reduction Strategies

  • Good Debt vs. Bad Debt
  • Keeping track of your debts
  • How to set priorities
  • The Snowball Effect
  • Staying out of debt

Rule Your Money, Don't Let It Rule You: Budgeting

  • Why budget?
  • How to keep a daily spending diary
  • How to balance your checkbook
  • Income and expense worksheet
  • Tips to decrease spending
  • Record-keeping tips
  • Budgeting tools

Where The Rubber Meets The Road: Car Buying Strategies

  • What can I afford?
  • New or Used?
  • Auto financing tips
  • Differences between a car loan and a lease
  • How to spot a lemon
  • Insurance and additional expenses

Navigating Your Personal Finances

  • Different types of financial institutions
  • Services offered by financial institutions
  • Differences between banks and check-cashing services
  • Why you should use a financial institution
  • How to choose a financial institution
  • How to choose an account
  • Determining your checking account needs
  • Fees and the fine print
  • Checking account responsibilities

Crossing The Threshold Without Tripping: The Home Ownership Experience Today

  • Are you ready to buy a home?
  • Components of a mortgage loan payment
  • How much mortgage can I afford?
  • Mortgage options
  • Homebuyer assistance programs
  • Insurance

Flex Your Financial Muscles
(Various investment topics covered by a single workshop or a series.)

  • Important investment terms and processes
  • Income-earning strategies
  • Life insurance
  • Retirement planning

For information or to schedule a workshop, please click here. We will contact you to schedule a session that’s convenient for you.

Financial Education Links

dallasfed.org

Federal Reserve Operations, economic research and data, publications and resources, economic education and much more.

fool.com

Educates individuals about investing and personal finance with a good dose of humor.

irs.gov

Information for individuals, businesses, not-for-profits, tax professionals and more.

annualcreditreport.com

Get your free credit report once every 12 months from each of the three nationwide consumer credit reporting companies.

cardweb.com

Information pertaining to all types of payment cards, including, but not limited to, credit cards, debit cards, smart cards, prepaid cards, ATM cards, loyalty cards and phone cards.

bankrate.com

Free rate information on more than 300 financial products, including mortgages, credit cards, new and used automobile loans, money market accounts, checking and ATM fees, and more.

onguardonline.gov

Provides practical tips from the federal government and the technology industry to help you guard against Internet fraud, secure your computer, and protect your personal information.

idtheft.gov

The President's Task Force on Identity Theft as launched this website as a resource for government information about identity theft. The link takes you to the Federal Trade Commission website, which includes details, FAQs and ways to recover from identity theft. There also are tips on how consumers can prevent identity theft and information on prosecuting and punishing identity-theft related crimes.

 


Financial Education Links

dallasfed.org

Federal Reserve Operations, economic research and data, publications and resources, economic education and much more.

fool.com

Educates individuals about investing and personal finance with a good dose of humor.

irs.gov

Information for individuals, businesses, not-for-profits, tax professionals and more.

annualcreditreport.com

Get your free credit report once every 12 months from each of the three nationwide consumer credit reporting companies.

cardweb.com

Information pertaining to all types of payment cards, including, but not limited to, credit cards, debit cards, smart cards, prepaid cards, ATM cards, loyalty cards and phone cards.

bankrate.com

Free rate information on more than 300 financial products, including mortgages, credit cards, new and used automobile loans, money market accounts, checking and ATM fees, and more.

onguardonline.gov

Provides practical tips from the federal government and the technology industry to help you guard against Internet fraud, secure your computer, and protect your personal information.

idtheft.gov

The President's Task Force on Identity Theft as launched this website as a resource for government information about identity theft. The link takes you to the Federal Trade Commission website, which includes details, FAQs and ways to recover from identity theft. There also are tips on how consumers can prevent identity theft and information on prosecuting and punishing identity-theft related crimes.

 

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