Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Compare the services and products provided by credit unions and banks.
- Evaluate individual needs and goals for a financial institution.
- Learn skills to find the right credit union.
Marketing Teaser
Being a member of a credit union can offer great benefits, but many consumers don’t understand how a credit union differs from a bank. Take a few minutes to understand the benefits that are exclusive to credit unions and whether they fit your financial goals.
You’ll learn more about:
- The differences between credit unions and banks
- The products and services offered by credit unions
- How to find the right credit union for you
Post on Twitter
Ever wonder about the differences between credit unions and banks? Take this short lesson to learn about the top benefits of a credit union: [INSERT LINK]
Post on Facebook/LinkedIn
Deciding between a credit union and a bank, but not sure about the similarities and differences are? Either could be right for you, and some people even have both! Take this short lesson to figure out which type of financial institution best fits your current needs: [INSERT LINK]
Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security