Rose.
Education That's Easy and Free
Are you experiencing financial frustrations? Maybe you have questions about retirement planning or budgeting. Or you need to know the best way to get out of debt.
Whatever the issue, our online Financial Education Center is a great resource to get the information you need. Educate yourself from the comfort of your home (or even your bed) .
How it works
Think of it like the YouTube of financial topics. There are four main playlists to choose from, covering everything from checking account basics to retirement planning.
Each playlist is split into short, informative videos averaging 3-7 minutes, so you can learn without becoming overwhelmed (or bored).
Main Playlist Categories
BANKING & CREDIT BASICS
Personal finance from A to Z.
Topics include: auto loans, building emergency savings, credit scores, paying off debt, and more.
HOMEOWNERSHIP
Get the tools you need to buy or refinance.
Topics include: costs and benefits of homeownership, mortgage information, monthly budget tools, and more.
RETIREMENT PLANNING & INVESTMENTS
Whether you're already retired or 50 years away, find out helpful tips about retirement planning here.
Topics include: estate planning, how to grow investments, collecting Social Security, and more.
GETTING OUT OF DEBT
Find out ways to pay down or consolidate your debt.
Topics include: using credit wisely, benefits and costs of prepaid cards, and more.
Free for everyone
When we say we believe financial literacy is important, we mean it. That's why our Financial Education Center is open to anyone, members and non-members alike. Feel free to browse around and take as many courses as you'd like.
There is an option to log-in with Facebook, Google, or you email address, but it's entirely optional. Logging in simply allows you to save and track your progress.
Looking for one-on-one assistance?
Check out BALANCE to help with anything from financial counseling to debt management.
Thomas, Rugby Pro.
FREE OVERDRAFT PROTECTION
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Stop worrying about bounced checks or rejected transactions with our free Overdraft Protection.
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Liz, proud Bay Area Native.
PERSONAL CHECKING
Free checking you can count on
We offer the Bay Area’s best checking account –easy, free, and with no minimum balance or monthly fee.
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Let's Talk
As a local credit union, we measure our success one member at a time. We want to get to know you and help you achieve your goals. Come into a branch or call us today. Our people are happy to serve you
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