Financial Wellness for Community Organizations

CU1 in the Community

When individuals and families find financial success, communities thrive. By partnering with local organizations, our team members provide valuable financial wellness workshops in the communities we serve. Credit Union 1 team members routinely host Banking Basics seminars to educate, build connections, and support community members on their financial journeys.

Build Confidence with CU1 Financial Wellbeing

Financial Freedom Starts Here

CU1 Financial Wellbeing is a free platform that guides users through their unique financial journey. Your team members can explore personalized tools, resources, and education designed to help them build better financial habits, make confident decisions, and work toward their goals.

Get Started

Meet with a Financial Coach

Get free, private, one-on-one guidance to help build better money habits, manage debt, navigate major life moments, and work toward retirement.

Schedule an Appointment

Build Financial Knowledge

CU1 Financial Wellbeing offers several ways to learn, including:

Financial Planning for the Future

Get a customized roadmap with CU1 Financial Wellbeing by completing three quick assessments: a Financial Checkup for a personalized action plan; Everyday Stress to identify financial stressors; and Money Personality to understand money mindset.

CU1's Community Impact

90+ Workshops Delivered Annually

1,960+ Community Members Reached

143 Volunteer Hours

Customized Financial Wellbeing Workshops

Credit Union 1 offers financial education in a variety of formats and covering a wide array of topics to meet the needs of your audience. Have a different learning experience or subject matter in mind? Let us know and we can customize a solution that is the best fit for your organization.

Virtual
Hybrid (both In-Person & Virtual)
Online-Financial Platform Only

Featured Workshop Topics

Budgeting
Debt
Loans
Spending
Savings
Taxes

Set up a complimentary financial wellbeing training today.

Get Started

Member Benefits with CU1

Get Paid Sooner

Members with direct deposit and a CU1 Checking account get paid up to two days sooner with CU1 Early Pay¹, no special steps required.

Credit Score

Get free, real-time access to your Credit Score in CU1 Digital Banking, plus tools to help you understand, improve, and maintain your score.

Track Spending Habits

In CU1 Digital Banking, understand where your money goes with a spending tracker that shows how your budget is divided among different categories and identify areas where you can save money.

Nationwide ATM Access

Access to 5,000+ shared branch locations and 130,000 surcharge-free ATMs across the country through the Allpoint, CO-OP, and MoneyPass^® Networks.

Set Up a Free Financial Wellbeing Training

Complete the contact form below to request a Credit Union 1 Financial education workshop, seminar, or customized wellness session, facilitated by a CU1 team member.

* All fields required

First Name

Last Name

Organization Name

Email Address

Phone Number

How would you prefer to be contacted?

Phone

Please tell us about your organization.

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Meet the Financial Wellbeing Team

Mireya Eavey

SVP Community Growth, Strategic Partnership & Financial Wellness

View Bio

Michael D. Fluker

Financial Wellbeing Manager

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Lincoln Aquino

Financial Wellbeing & Partnership Coordinator

MoneyPass® is a registered trademark of Fiserv, Inc. or its Affiliates.

All checking accounts are subject to approval. The dividend rates and annual percentage yields are accurate as of the last dividend declaration date. If you require current rate information, please contact us. Dividends are paid on the last day of the month to accountholders who have maintained the Minimum Balance to Earn Dividends as provided by Program type and compounded monthly.

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