Learn a lot by attending one of our complimentary, no obligation financial education seminars - or take advantage of fun & helpful online resources.
Savings Race University teaches our Members practical ways to improve your finances and become money smart members. Our financial education seminars and online resources give you the information you need in areas including budgeting, credit, investment, saving, college planning and more! Click the links above to jump to event schedules & other resources on this page.
Savings Race University
Date: Wednesday, May 30th
Location: The Berry Room at WSU’s Nutter Center
Time: 6:00 pm – 7:30 pm
Topic: Maintenance, Insurance and More
Sometimes people get so excited about owning a home they forget to factor in the maintenance and upkeep. This session covers do-it-yourself tools and resources to ensure your home is taken care of after the purchase.
Click here to learn more about this class and to register.
Financial Planning Seminars
Date: Tuesday, May 1st
Location: Downtown Dayton Member Center
Time: 9:00 am – Noon
Topic: Lobby Day - Retirement Plan Distributions
Presenter: Jason Hillard, Financial Advisor, CUSO Financial Services, L.P.*
Date: Wednesday, May 9th
Location: Greenhills Member Center
Time: Noon - 1:00 pm
Topic: Investment Fundamentals
Presenter: Jason Hillard, Financial Advisor, CUSO Financial Services, L.P.*
Date: Thursday, May 17th
Location: Wilmington Member Center
Time: Noon - 1:00 pm
Topic: Investment Fundamentals
Presenter: Jason Hillard, Financial Advisor, CUSO Financial Services, L.P.*
Date: Friday, May 18th
Location: Gantt Member Center
Time: Noon - 1:20 pm
Topic: Basic Investing Strategies 101
Presenter: Bob Scarfo, Financial Advisor, CUSO Financial Services, L.P.*
RSVP: Jessica Keys, 937-912-7851
Date: Wednesday, May 23rd
Location: Norwood Member Center
Time: 10:00 am - Noon and 2:00 pm - 4:30 pm
Topic: Lobby Day - Retirement Plan Distributions
Presenter: Jason Hillard, Financial Advisor, CUSO Financial Services, L.P.*
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.
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Realtor on Duty Seminars:
Our experts answer your questions about buying or selling your home, loan pre-approvals and more. No appointment necessary - just stop by between noon and 2:00 pm! For information about saving money on real estate fees when buying or selling a home, contact Sharon Flohre at (937) 912-7289.
May 4th – Urbana Member Center
Loan Officer: Lisa Stewart
Realtor: Chris McAllister, Real Estate II
May 11th – Brandt Pike Member Center
Loan Officer: Dave Wills
Realtor: Diane Heeter, Remax Alliance
May 18th – Mad River Member Center
Loan Officer: Liz Brink
Realtor: Donna Riddell, Keller Williams
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These fun and helpful online resources are another great place to help you better understand your financial situation and start you on the road to a more secure financial future: