Tag Archives: financial education

Claim Your Financial Independence

with a comprehensive toolkit

Whether you have a student headed off on their own this year or you yourself are venturing into the wide world, you’ll find this toolkit includes everything needed to prepare your finances for the changes ahead.

View the toolkit and get started with claiming your financial independence.

Financial Literacy Month

April Seminars & Webinars

Increase your financial knowledge by joining us for our Financial Literacy Month of Feast&Forum financial seminars and webinars.

When:
  • Every Wednesday in April from noon – 1pm
Where:
  • Brown Bag Lunch at the Credit Union: 95 SW Taylor Street | Portland, OR 97204
  • Webinar: join us remotely, wherever you are!

Want to Sign Up?
RSVP by clicking the link below for the seminar or webinar you’d like to attend – just follow the steps when prompted and you’ll be all set! Or, you can RSVP to Kasey Rockwell at (503) 275-0346 – or – events@usacu.org.


 

April 1 – Investing Concerns in a Fragile Market
Take a deep dive into common investing mistakes and discuss the importance of asset allocation.

April 8 – Roth IRA
Learn the benefits of Roth IRAs and how they are different from Traditional IRAs; plus learn about the TSP option with a Roth.

April 15 – Understanding Retirement Plan Rollovers
We’ll cover rolling over 401(k)s, IRAs, TSP accounts, and others.

April 22 – Asset Allocation
Discussion on how to utilize asset allocation to work toward your short, mid, and long-term goals; plus we’ll look at TSP L-Funds.

April 29 – Transition to Retirement
Learn ten critical factors to help you plan for your retirement.

2014 Community Impact

Thanks to members, staff, volunteers, and business partners!

Your credit union may be smaller, but our impact is big!
Here’s a visual of the Community Impact USAgencies had in 2014 #givingback

Learn more about the philosophy that informs our giving efforts and submit a giving request.

USACU_CommunityGiving_infographic

Feast&Forum: Financial Planning Month

Register Now for a Seminar or Webinar

USAgencies is bringing you a series of free financial Feast&Forum seminars. We’re offering 1 topic per week during the month of October. You can join in person (brown bag lunch: bring your meal and enjoy it during the presentation) or via webinar.

View the full schedule of sessions and register today!

Please note: webinars are open to 50 people; brown bag lunch sessions are limited to 20 people.

Register, Attend, and WIN!
For each week you register and attend a Feast&Forum session during Financial Planning month, you’re entered to win a FitBit!

This drawing is open to adults 18 and older and the chances of winning are based on the number of entries. There is no purchase necessary to enter. All of these sessions are free and open to members and non-members alike.