An important part of everyday life, financial education can give you the confidence it takes to make informed decisions and help you grow to achieve your financial goals. At Arbor Financial, we value education year-round and are proud to offer several free resources and outlets to members, and non-members, to benefit your financial education and well-being. From weekly webinars to individual courses you can take on your own time, we’ve got options for you and your financial situation. Here are some of our offerings to assist you in your financial success journey:
15-Minute Webinars + On Demand
Because time is of the essence, we offer free 15-minute webinars for members and non-members to join. Topics range from recognizing financial elder abuse to spotting scams and developing healthy financial habits. Our weekly webinars are a quick and easy way to start introducing financial education into busy schedules.
We also understand that it can be difficult to take time away to join a webinar. After each class has completed, we upload the recordings to our website for a free on demand library. This library is consistently being updated and added to, so you will never miss out on a topic.
View Webinars & On-Demand
Level Up Financial Success Program
Level Up is a free benefit to our members and their families, with interactive courses that are short and easy to understand on various financial topics. Our financial success program is catered to anyone and everyone, equipped with a toggle switch between Spanish and English.
Our program has assisted over 9,712 users who have logged over 800 hours of financial education. With courses tailored specifically to major life events and how to navigate through them, you’ll have the confidence and knowledge it takes to achieve your financial goals. Start learning today by clicking below.
First Time Home Buyer Seminars
First time home buying can be overwhelming. Life is busy and trying to buy a house for the first time comes along with a bulk of new information. That’s why we offer a first time home buyer seminar for our members to chat with one of our Mortgage Loan Originators and a local realtor partner. Typically held in January and July, the originator and realtor partner will cover buyer questions with first-hand knowledge and experience. Our goal is to assist our members in achieving their dreams, and education is a large part of that.
On select Mondays, one of our friendly Mortgage Loan Originators hosts a virtual Mortgage Monday. From 9:00 a.m. to noon, our MLO will host 30-minute individual meetings to discuss one on one with members regarding their mortgage questions. We encourage first time buyers, members considering refinancing, multiple mortgage owners, and all others with any questions concerning your mortgage, or future mortgage, to sign up and chat! We know how much goes into a mortgage of any kind, and that is why we are here to assist you with whatever questions you may have.
Youth Lunch & Learns
Our young members are important to us, and so is their financial education. Upon joining Arbor Financial as a Volt member, they sign on with the bonus of free education throughout the membership. We know our young members are learning and growing rapidly, and we want to be there along the way to assist in their journey. Youth members get access to all free financial education tools we offer, plus several opportunities to join virtual and live seminars that cover the basics of their account and good financial habits.
Free Coaching with GreenPath Financial Wellness
Take the next step on your journey to financial wellness! Our financial health program includes free financial coaching from our partners at GreenPath Financial Wellness. Whether you’re looking to get out of debt, save money, build credit, or plan for the future, we’re here to help you take charge of your financial life.
Check out just some of the free tools offered by GreenPath:
• Webinar Wednesdays. Register for an upcoming webinar on topics like understanding your credit report, protecting your identity, and more.
• GreenPath University. High-quality, user-friendly, and up-to-date money management resources available at your fingertips.
Learn More About GreenPath Financial Wellness
Financial Education Newsletter
Arbor Financial offers a free monthly educational newsletter. Upon signing up, you will receive one newsletter each month outlining upcoming educational opportunities. This newsletter also provides tips and tricks to positive financial habits.
Enroll In Free Monthly Education Newsletters
On-Site Financial Advisor
Cory DenUyl, on-site financial advisor, provides investment-related services to members, including financial planning, life insurance needs, and retirement options*.
Members can meet for free anytime with Cory to discuss:
- 401(k) Plans and IRA Rollovers
- Roth IRAs
- Retirement Planning
- College Savings and Educational Savings Planning
- Long-Term Care
A free consultation includes an analysis of your personal finances, including current cash flow, portfolio analysis, and net worth calculations. To take advantage of these free services, call 269-544-3436.
Trainings & Education Courses for Business Employees
Are you a small or large business owner looking for financial education, account sign up, and assistance with other financial topics within your organization or business? Ben Harman, Arbor Financial’s Relationship Development Manager, assists local businesses of all sizes with employee training. Many employers are requiring financial education topics within their onboarding training, and that is where we lend a hand. Ben will cover four week-long courses on topics regarding budgeting, credit, banking in the digital era, and account opening assistance for all new employees. We want our community to be confident in their finances.
Youth Education Series through Local School Districts
Arbor Financial’s Education Team partners with local school districts, including but not limited to Mattawan High School, Loy Norrix High School, Portage Northern High School, Portage Central High School, and Portage West Middle School. We offer four-week courses and a financial reality fair to give students a glimpse of what life outside of high school is like. We love connecting with local students and assisting our educators in every way we can. We are proud to assist our educators and be part of a movement that cultivates smart, positive, and healthy financial habits into our youth’s lifestyles.
Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. Arbor Financial Wealth Management *Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus, you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Arbor Financial Credit Union Wealth Management Services or directly from the mutual fund, insurance company, or offering entity. Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultant, Inc. Arbor Financial Credit Union Wealth Management Services is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are not federally insured, are subject to market risk, including loss of principal, are not obligations of, deposits of, or guaranteed by the Credit Union. Arbor Financial Credit Union Wealth Management Services is located at 1551 S. 9th Street, Kalamazoo, MI 49009.