Introducing… r online financial education to
Mar 26, 2015
Introducing…
your online financial education tool.
What is MoneyCoach?
An online education tool that will help youidentify 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)1) To To sign-up ALL staff sign-up ALL staff with MoneyCoachwith MoneyCoach Have created log-inHave created log-in Have completed modulesHave completed modules
2)2) To To sign-up at least 5% of members sign-up at least 5% of members with MoneyCoachwith MoneyCoach
3)3) To To increase overall awareness increase overall awareness of ACCU of ACCU by providing financial education to the by providing financial education to the community with MoneyCoachcommunity with MoneyCoach
MoneyCoach Topics
Module Topic Categories:Making Major Purchases Solving 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
You’ll be entered into the drawing, every time you complete a financial modules!
Sample Prizes
2011 First Quarter Drawing
A Flat Screen TV!
Thank YOUThank YOUACCU employees forACCU employees for
helping to shape helping to shape
the future of financial education!