EVERGREEN CREDIT UNION WELLNESS SERIES
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Join EVCU for a 4 week financial wellness series. Each week will be discussing different topics. More detailed information regarding the topics can be found described in My Rec. Week 1 will be Financial Exploitation & Scams, Week 2 is about Protecting Personal Information & Digital Banking, Week 3 we will discuss Safe Use of Checks and Payments and Week 4 the last session will focus on Estate and Legacy Planning Basics. Snacks, games & fun as well.
Week 1 | June 4th: Financial Exploitation & Scams
- Understand the signs of financial exploitation in seniors.
- Learn how to protect yourself and your loved ones from scams and fraud.
- Explore resources for reporting and preventing financial abuse.
Deep dive into ongoing scams / Discuss personal experiences / Q&A with Evergreen CU.
Week 2 | June 11th: Protecting Personal Information & Digital Banking
- Safe online banking habits.
- How to create and manage strong passwords.
- How to freeze/unfreeze debit cards.
- Identifying secure websites and communications.
Discuss personal experiences / Q&A with Evergreen CU / Activity TBA
Week 3 | June 18th: Safe Use of Checks & Payments
- Check washing and mail-theft prevention.
- Safely using Zelle, ACH, debit cards, and credit cards.
- Avoiding cashier’s-check scams.
Discuss personal experiences / Q&A with Evergreen CU / Activity TBA
Week 4 | June 25th: Estate & Legacy Planning Basics
- Organize and protect important documents.
- Understanding beneficiary designation & Power of Attorney.