Financial Education

Grow your money IQ

The foundation for your financial future begins here. We all know life is unpredictable and how we mange our money has a large impact on our quality of life and the ability to care for our family and loved one’s. That’s why we offer a variety of ways to strengthen your financial knowledge as you navigate all that life has to offer. We hope to see you at one of our many financial education seminars.

MMI

Looking for one-on-one financial guidance?

WECU members have access to free, high quality financial counseling and education through Money Management International (MMI). Programs include Budget and Debt Counseling, Credit Report Review, Student Loan Coaching, Pre-Purchase Housing Counseling, and Foreclosure Prevention. Included are numerous financial education articles and videos to help you reach your financial goals.

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seminars

Free Educational Seminars

Seminars hosted by WECU are free and open to the general public. Reservations are required. Below is a list of upcoming seminars.

First-Time Homebuyer

  • Date: Friday, July 12th, 2019
  • Time: 06:00 PM – 07:30 PM

Whether you’re just dreaming about your first home or ready to apply for a loan, it never hurts to talk with an expert. Join WECU’s Real Estate department, Tracie Gulit from Windermere Real Estate Services, and Adam Morvee from Ground Up Inspection Services LLC for an overview of the home buying process and tips to set you on your path to home ownership. Speakers will cover the mortgage loan process, down payments, closing costs, titles, appraisals and more. This presentation is intended for first-time home buyers but is also a great refresher for anyone who is considering a move in the future.

Location: WECU Ferndale Education Center, 5659 Barrett Rd. Ferndale, WA

WECU Student Visa

  • Date: Tuesday, July 16th, 2019
  • Time: 06:00 PM – 07:30 PM

This program provides young people with an opportunity to learn about money management and maintaining good credit.

Students 16 and 17 years old are required to attend the Student Visa Seminar in order to qualify for a Student Visa, and we strongly encourage legal guardians or parent(s) to attend with them. Upon successful completion of the Student Visa Seminar and either a completed application with proof of income or parent/legal guardian as co-borrower, students are issued a $250 Student Visa which is good until age 21.

Young adults age 18 and older are welcome to attend the seminar as well. Applications for other Visa products will also be made available at the end of the seminar. Visit our credit cards page for card details.

Location: WECU Holly Education Center, 511 E Holly St. Bellingham, WA

Estate Planning 101

  • Date: Wednesday, September 25, 2019
  • Time: 06:00 PM – 07:30 PM

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. Hosted by local Financial Advisor, John Ayotte.

Location: WECU Holly Education Center, 511 E Holly St. Bellingham, WA

Strategic Social Security

  • Date: Wednesday, November 6, 2019
  • Time: 06:00 PM – 07:30 PM

Figuring out when you should start drawing from Social Security can be a difficult and confusing decision. Join local Financial Advisor, John Ayotte, as he goes over FRA, spousal benefits, and common mistakes people make when claiming their Social Security.

Location: WECU Holly Education Center, 511 E Holly St. Bellingham, WA

RSVP For a Seminar Today!