Member Financial Literacy

Money Management & Organization

How can I help members stay out of debt and in better financial health?

The Federal Reserve Board reports outstanding consumer credit in revolving, open-ended loans hit a record $797 billion in February 2005, more than double the mark 10 years earlier. Budgeting and credit and debt management would appear to be areas where your members need help most. Inform them about the dangers of misusing credit and overspending, and show them how budgeting and saving money can save their financial health.

Statement Stuffers

• Back in the Black: Tools to Keep Your Checkbook on Track statement stuffer

• Are Your Savings Ready For Anything? statement stuffer

• Budget Blueprint statement stuffer

• Credit Cards: Switch & Save statement stuffer

• Choose a Secure Future statement stuffer

• Choose Green statement stuffer

• 21 Things to Do With a Tax Refund statement stuffer

• Check 21 Speeds Checking, Sinks Your Float statement stuffer

• Credit Counselors Help Balance the Bills statement stuffer

• Direct Deposit: Relax, You Can Count On It statement stuffer

• How To Manage Your Checking Account statement stuffer

• Net-Worth Statement Reveals Financial Progress statement stuffer

• Online Banking: Fast, Simple, Safe statement stuffer

• What to Keep and What to Throw Away statement stuffer

Seminars in a Box™ kits

• Build a Basic Budget: The 5-Step Spending Plan member seminar kit

• Get it Together: Organize Your Financial Records member seminar kit

Financial Counseling

• Accel Members Financial Counseling
• Credit Union Financial Counseling Certification Program (CUFiCEP)
• Certified Financial Counselor School: Part I December 6-10, 2009, St Pete Beach, FL

Other member materials

• Design Your Spending Plan: Budget Blueprint handbook

• Home & Family Finance Resource Center DVD

• Budget Blueprint Interactive CD-ROM

• Online Banking: Fast, Simple, Safe drive-up envelope

• We're Here for You drive-up envelope

• When Times Are Tough We Can Help lobby brochure

• Your Insurance Options handbook

Online Member Education

• Plan It
• Credit Union calculators
• Anytime Adviser
• Home & Family Finance Resource Center

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