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Financial Education

Scheduled Events and Workshops

Coffee & Conversation: First-time Homebuyers Edition

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 Counselor.

  • 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
  • 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

Get help with 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