Confidential and nonjudgmental financial guidance is provided at no charge for our members. 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.
Financial Wellness Counselor
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.