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Franklin Mint Federal Credit Union

← See all Adult Financial Education Workshops.

Adults 45+

Learn about Annuities, Financial Hacks, Long-Term Care Insurance, Wills & Estate Planning, and more in workshops specially targeted towards adults age 45 and older.

Annuities

This workshop focuses on when and how to use annuities, retirement income, or legacy for heirs.

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Budgeting for Life

This seminar examines budget needs and setting personal goals. Activities created are catered to the individual.

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Financial Hacks

Learn simple financial hacks to get you on track with retirement savings, help eliminate debt, and create a livable budget based on your earnings.

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Identity Theft Prevention for Seniors

According to the National Adult Protective Services Association, in 2016, 1 in 20 seniors had reported some kind of financial mistreatment.

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Mindful Money

Its time to focus on finances and drown out distractions to help better achieve financial goals. This workshop covers how to employ mindfulness to help reduce overspending that leads to financial stress.

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Overcoming Debt

An interactive workshop that provides insight on overcoming various debt such as credit card, student loan, and mortgage.

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Second Home Guide

Designed for individuals considering purchasing a vacation or second home for personal, not rental use. Review differences and general requirements to qualify for this property type.

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Social Security Guide

Since Social Security made its first payment in 1940, a great deal has changed. This seminar examines choices that can affect the level of income a participant or spouse receives in a lifetime.

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Wills & Estate Planning

This seminar provides participants with a basic understanding of estate planning. Topics are presented by an attorney specializing in wills and estate planning.

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Financial Fitness Workbooks Cover Page

Financial Fitness Workshops & Seminars eBook

A complete listing of all workshops and seminars provided by Franklin Mint Federal Credit Union, with descriptions.

Get the eBook

Interested in scheduling a workshop for your community group? We’d love to talk.

Routing Number
231382306

Member Service Center
610-325-5100 (Local)
800-220-3193 (Outside PA)

Corporate Office
5 Hillman Drive, Suite 100
Chadds Ford, PA 19317-9998

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