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Financial Education

We offer a wide array of free, educational workshops covering important financial topics and have even partnered with other experts. If you are interested in attending a workshop or scheduling one for your office, please contact a Financial Coach.

  • Budgeting for the holidays
  • Buying a "new" car
  • Cash-out refinancing
  • Dealing with financial stress
  • Financial fitness boot camp
  • First-time homebuyers workshop
  • Get a financial health check-up
  • How do credit cards work?
  • How to improve your credit score
  • ID theft prevention
  • Inflation-proof your budget and spending
  • Ins and outs of home equity loans
  • Ins and outs of loans
  • Ins and outs of your checking account
  • Recovering after a financial setback
  • Understanding your credit score
  • Teen finance workshop
  • You got the house... Now what?

Partner Workshops


  • Estate planning
    with Jackie Collins of Collins & Kruse Law Office
  • Individual health care and insurance coverage
    with Mike Gatteri of HealthMarkets
  • Medicare workshop
    with Mike Gatteri of HealthMarkets

Is there a topic we haven't covered that you'd like to learn more about? Let us know!

Additional Resources

Talk to a CUO financial coach to help solve financial problems and improve your financial outlook

Looking for additional help? Trinity Debt Management, a non-profit organization, has saved CUO members thousands of dollars!

Learn about the top 10 most common questions related to Credit Scores