introducing… your online financial education tool

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Introducing… r online financial education to

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Page 1: Introducing… your online financial education tool

Introducing…

your online financial education tool.

Page 2: 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.

Page 3: Introducing… your online financial education tool

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

Page 4: Introducing… your online financial education tool

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

Page 5: Introducing… your online financial education tool

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

Page 6: Introducing… your online financial education tool
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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

Page 11: Introducing… your online financial education tool

2011 Quarterly Drawings

You’ll be entered into the drawing, every time you complete a financial modules!

Sample Prizes

Page 12: Introducing… your online financial education tool

2011 First Quarter Drawing

A Flat Screen TV!

Page 13: Introducing… your online financial education tool

Thank YOUThank YOUACCU employees forACCU employees for

helping to shape helping to shape

the future of financial education!