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Introducing… your online financial education tool.

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Presentation on theme: "Introducing… your online financial education tool."— Presentation transcript:

1 Introducing… your online financial education tool.

2 What is MoneyCoach? An online education tool that will help you identify and achieve your financial goals of personal finance, investing basics, retirement and wealth management.

3 Our Partnership ACCU joined the MoneyCoach Advisory Group on Sept. 15 Among 15 other credit unions nationwide are part of the group Working to champion 100,000+ users by April 2011

4 What are the Benefits? Clear Goals: helps to identify priorities Credible Content: provides articles and tools to learn and retain knowledge To-Do Lists: provides steps to help achieve each goal Knowledge Testing: helps to gauge progress while providing guidance

5 ACCU GOALS 1)To sign-up ALL staff with MoneyCoach Have created log-in Have created log-in Have completed modules Have completed modules 2)To sign-up at least 5% of members with MoneyCoach 3)To increase overall awareness of ACCU by providing financial education to the community with MoneyCoach





10 MoneyCoach Topics Module Topic Categories: Making Major PurchasesSolving Financial Challenges Reaping the Rewards of Work Caring for Yourself and Family Becoming a Confident Investor Getting Ahead Financially Living Well in Retirement

11 2011 Quarterly Drawings Youll be entered into the drawing, every time you complete a financial modules! Sample Prizes

12 2011 First Quarter Drawing A Flat Screen TV!

13 Thank YOU ACCU employees for helping to shape the future of financial education!

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