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Intro to Daily Money Management
This seminar provides an overview of financial services needed for every day money management. At a glance, review reasons for a checking and savings account, and rules associated with properly managing them. Participants take a deep dive into fee schedules and educated on cost associated with accounts or other banking functions, like money orders and check cashing services. Credit establishment and rebuilding are also covered. This is ideal for individuals new to banking, the U.S., or have struggled with account management.
- Balance requirements
- Establishing credit (brief overview)
- Bank vs. credit union
- Services and fees