Whether you are seeking help with financial pressures or want to ensure you are on the right track, we can help guide you on the road to financial wellness.
Our Financial Guidance Counselor, Tai, is available to meet in person, over the phone or even virtually to provide confidential and nonjudgmental financial guidance at no charge for our members. Contact Tai below to set up a time to begin or continue on your path toward financial wellness.
As a Rochester area native, Tai can be found visiting local parks and the library with her son. She also enjoys gardening and spending time with family.
Workshops & Seminars
We offer financial education events that are created to give you advice that works. Our workshops and seminars are provided at no cost to our members, Mayo Clinic employees and community groups; including schools and youth organizations. If you need a speaker for your next department meeting, or your child’s scout troop needs financial education to complete their next badge, we can help.
Workshops have focused on:
- Budgeting and Financial Goal Setting
- Borrowing Money and Reducing Debt
- Identity Theft
- Planning for Retirement
- Personal Finance Basics for Teens and Young Adults
- Student Loans and the Public Service Loan Forgiveness Program
One of our goals as a credit union is to help our members become financially independent. We strive to meet this goal by making every deposit account dividend bearing, offering great rates on loans and educating our members on how to improve their financial well-being.