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:

  • Couples and Money
  • Creating a Spending Plan
  • Credit
  • Dealing with Student Loan Debt
  • Financial Skills Overview
  • Holiday Spending
  • Money Management
  • Planning for the Best Years of your Life
  • Planning to Live on your Own
  • Predatory Lending
  • Retirement
  • Saving and Paying for College
  • Scams, Traps, and Avoiding Identity Theft
  • Youth and/or Young Adults

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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