Financial Education

Financial Wellness Services offers financial education in-person or virtual customizable workshops at your workplace or community organization to help increase financial literacy. We offer practical tips, hands-on forms and positive steps you can take to make the most of your money.

Some of our educational workshops are:

  • Creating a Spending Plan
  • Dealing with Student Loan Debt
  • Financial Skills Overview
  • Holiday Spending
  • Making Shopping and Eating Affordable
  • Managing and Coping with Debt
  • Planning for the Best Years of Your Life
  • Planning to Live on Your Own
  • Predatory Lending
  • Reentry
  • Rent Smart
  • Saving and Paying for College
  • Scams, Traps, and Avoiding Identity Theft
  • Spending Plans
  • Understanding Credit and Debt
  • What Budget is Right for You
  • What to Do with Your Tax Refund

If you would like to schedule a workshop, please contact us

“Our daughter became a single mom and was emotionally and financially depressed. She attended a … workshop at our credit union and came away much encouraged. She made a plan, has stuck to it and is on schedule. She is no longer fearful of the unknown but has goals and savings.” – Fox Cities Client

A grant from United Way Fox Cities is made possible through generous support of community donors to this page. 

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