Financial Workshops


We are planning a whole year full of financial workshops that you have asked for! The workshops this year will take place all over the city, so there is bound to be a workshop near you. Please take a look at the calendar below to see if there is a workshop that interests you!

 

Flourishing in your Finances 2019 Calendar:

 

February 26th – Tuesday: 6:00 PM – 7:15 PM: RETIREMENT PLANNING – KTRS & Pensions – Main Branch

March 23rd – Saturday: 10:00 AM – 11:00 AM: HOME BUYING – Main Branch

April 11th – Thursday: 6:00 PM – 7:00 PM: COLLEGE SAVING & SPENDING – The Avenue

May 11th – Saturday: 10:30 AM – 11:30 AM: CAR BUYING – Jeffersontown Library

June 22nd – Saturday: 10:00 AM – 11:00 AM: CREDIT – The Avenue

August 6th – Tuesday: 6:00 PM – 7:00 PM: Classroom Setup – Main Branch

September 25th – Wednesday: 6:00 PM – 7:00 PM: Mobile & Online Banking – Main Branch 

November 1st – Friday: Credit Cards – Online Only

more classes and details are coming soon!

 


Financial Workshops - Flourishing in your Finances 2019

Sign up for any and all classes that look appealing to you!
    *By checking the boxes below and clicking "submit" you are giving Class Act permission to call or text you at the number provided above.

 

February 26th - Tuesday: 6:00 PM - 7:15 PM: RETIREMENT PLANNING - KTRS & Pensions - Main Branch

Details:

  • Current Pension Rules & How to Calculate
  • How to Maximize Pension
  • Pension Withdrawal Options Explainged
  • How to Compliment Your Pension with Supplemental Retirement Options
  • 403b
  • 401k
  • IRAs
  • Windfall Elimination Provision/Government Pension Offset
  • Details Regarding pension Regulations & their Relation to Social Security
  • Important Ages & Considerations for Retirement Income Planning

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March 23rd - Saturday: 10:00 AM - 11:00 AM: HOME BUYING - Main Branch

Details:

  • Common Misconceptions
  • The Pre-Purchase Steps
    • Budgeting
    • Credit Report
    • Down Payment
    • Interest Rates
    • Taxes
    • PMI
    • Closing Costs
  • Choosing a Lender
    • Types of Mortgages
  • Choosing a Real Estate Agent
  • Finding the Right House
    • House Hunting Tips
    • Home Inspection
  • Getting Your Home Loan
    • Loan Application Progress
    • Rate Lock
    • Closing Process
  • How CAFCU Can Help

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April 11th - Thursday: 6:00 PM - 7:00 PM: COLLEGE SAVING & SPENDING - The Avenue

Details:

  • FAFSA – Dates and Deadlines
  • Grants vs. Loans
  • Scholarships and Resources
  • What is a 529?
  • Applying to Colleges
  • ACT and SAT scores what they mean for your student

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May 11th - Saturday: 10:30 AM - 11:30 AM: CAR BUYING - Jeffersontown Library
  • Negotiation Tips
  • Full Cost of Owning a Vehicle
  • How to Get an Accurate Value
    • Factors that Affect the Value
  • Test-Driving Check List
  • Research Tips
  • Selling On Your Own vs. Trading In Vehicle
  • Pros and Cons of Leasing
  • Getting the Best ‘Deal’
  • Gap/Warranty/Insurance
  • Look Out for Pre-Payment Penalties and Loan Origination Fees

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June 22nd - Saturday: 10:00 AM - 11:00 AM: CREDIT - The Avenue
  • Why Having Good Credit is Important
  • How to Build Credit
  • What’s Contained in a Personal Credit Report
  • How to Get a Free Credit Report
  • What Components Make Up a Score
  • Understanding Inquiries
  • How Negative Information Impacts the Score
  • Steps to Rebuild Damaged Credit & Improve the Score
  • Dangers of Credit Repair Companies
  • The Impact of Closing Accounts

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August 6th - Tuesday: 6:00 PM - 7:00 PM: CLASSROOM SETUP - Main Branch

Class Act Federal Credit Union
3620 Fern Valley Road

If you are looking for creative ways to decorate your classroom on a budget, come join us! Candice will show you cool strategies to make sure all your students’ materials never get lost and hold them accountable for their own materials.

  • Cheap Finds Around Town
  • Student Group Organizational Tips
  • Individual Student Organizational Tips
  • Classroom Transition (Carpet, Stations, Line Up, Peer to Peer and Student to Peer Teaching)
  • Idea Share From Attendees

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September 25th - Wednesday: 6:00 PM - 7:00 PM: Mobile & Online Banking - Main Branch

Class Act Federal Credit Union
3620 Fern Valley Road
Louisville, KY 40219

  • How to login to home banking and download the mobile app
  • How to navigate through home banking
  • What all the options are through home banking
  • Where to access how-to videos
  • How to find transactions prior to September 2019
  • How to set up a budget
  • Card controls
  • Mobile check deposit, endorsement and qualifications
  • Locating ATM’s and branches from the app
  • Best practices for home banking/mobile app
  • Perks of using home banking/mobile app
  • How to personalize your home banking experience
  • How to navigate iTalk when you call in for balances etc.

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