Presentation on theme: "Introducing… your online financial education tool."— Presentation transcript:
Introducing… your online financial education tool.
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.
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
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
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
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
2011 Quarterly Drawings Youll be entered into the drawing, every time you complete a financial modules! Sample Prizes