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In the spirit of helping you succeed financially, Columbia Credit Union regularly offers the following one-hour financial workshops. Register for one or several upcoming events, and invite a friend or family member to come along.
CreditAbility: Build a Strong Credit History
Come learn how to build or rebuild your credit history. Learn tips to use credit wisely, uncover costly pitfalls and understand credit rights and responsibilities.
Build a Basic Budget
Take control of your finances and learn to win with money by building a basic budget.
Identity Theft: Who's Got your Number
In this workshop, we'll explain how thieves steal personal information. You'll learn how to minimize risk — online and offline, get tips to protect against phishing attacks, identify warning signs and learn what to do if ID theft happens to you.
Social Security
Join us to learn about social security eligibility requirements, application methods, factors affecting payment and solvency.
Estate Planning
Wills, trusts and death taxes ... oh my. While estate planning may seem overwhelming, the real danger is not planning. Join us as we cover topics including probate, power of attorney, estate taxes and more.
Basic Retirement
Learn how to take the first steps in retirement planning. This workshop will present an overview of the tools and options available in retirement planning
Retirement Rollovers
There are several reasons to perform a retirement account rollover. This workshop will discuss the options and tools available regarding your retirement account at your former employer.
Roth IRA
The Roth IRA has been called one of the best retirement vehicles available. Learn how it offers the potential for tax-free retirement income and how it can fit into your retirement plans. Includes Roth IRA updates for 2010.
Retirement Income
Retirement planning comes in two stages, accumulation and distribution. This workshop will cover the different options and strategies in retirement income planning. We will also discuss Social Security, Retirement Account Distributions and risk management of your retirement income.
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