We'll come to your organization!
Why partner with us?
We want to help you help your organization's members: Your Money Matters is a no-cost financial literacy education program offered by Beginnings Credit Union. We provide this service with the intent that our audience takes away real-life financial skills, tips, and actions to help better their financial wellness. We have been invited to present to local businesses, universities, senior living communities, and many others.
We come to you and meet your team where they are, financially and literally: Our presentations start with education on budgeting to create groundwork for attendees of your organization. Then we will expand into any topic of your choosing (credit building, managing debt, savings strategies, etc.). All information provided is created in collaboration with our Certified Financial Counselors and pulled from reputable financial sources. We are also very flexible to the day/time of your organization's preference.
We will even bring the lunch: Our sessions can be provided in Lunch and Learn settings as well-- we are happy to bring food for attendees! We may also bring raffles for Beginnings "swag" and offer opportunities for attendees who express interest in our products/services at Beginnings Credit Union. Beginnings expects no return on business and requires no cost for the program to be held at your organization. We strive to create a continuous relationship so those can pursue their financial wellness journey.
What can your team get with Your Money Matters?
- Group Financial Literacy Training and Education Sessions, delivered at no cost by Beginnings Credit Union's subject matter experts, at times and on topics to be agreed-upon with employees who take advantage of the Your Money Matters Program.
- Beginnings' Investment Solutions includes a no-cost financial consultation with an Investment Solutions Advisor and a free financial plan.
- Free Financial Coaching: We offer free financial coaching to credit union members, and also one free financial coaching session to anyone regardless of membership status;
- Employees of participating organizations will have access to Banzai, a financial literacy education resource.
- As an incentive to start saving, we will make a bonus $25 deposit to those who open a membership and Lucky Savers account through the program.*
Contact Aidan Locke
Beginnings Credit Union Commons Branch
202 E State St
Ithaca, NY 14850
Phone: 607-882-5295
*The bonus deposit from Beginnings will be credited to the account within 10 business days in the month following the date of account opening and is not eligible to be used as the account opening deposit. The bonus deposit counts towards the maximum drawing entries per month. If the Lucky Savers account is closed prior to the initial term date, the $25 bonus will be forfeited. Void where prohibited by law. Official rules and complete list of prizes available upon request. Membership eligibility requirements apply. Penalities may be imposed for early withdrawal, fees may reduce earnings.