Orientation
LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone:
Welcome
Bank On Benefits Strengthen your finances Develop solid relationships with trusted financial partners. Relationships build opportunity for you. Coaches = see list of participating financial institutions
Bank On Components Once per month classes Calendar of all classes can be found at Bank On Blog Homework assignments help you complete your financial fitness plan Classes are fun and interactive so don’t be shy about bringing your questions
Bank On Components Coaching Financial Institutions offer coaches You must proactively schedule time with your coach. This is your champion to help you build a stronger financial foundation Products: Participating financial institutions offer low cost and second chance products
Finding your Coach Each financial institution offers specific branches to find coaching Some financial institutions offer coaching for non-clients Some churches are offering faith based coaching Some volunteers are offering coaching outside of work hours You must contact your coach
Flyers for Community programs available at sign-in table Programs address special interests Homeownership Other Educational Classes Foreclosure Prevention Job Opportunity Special Products offered by our Partners Community Programs
Sign-in for each class Instructor signs Passport for completion of class If you need to attend another class, contact or Complete Homework Assignments Reach out to your coach Class Guidelines
Tell Us About You Survey is on homepage/right column
My Future
Mayor’s Action Challenge Financial Fitness Challenge 1.Improve income opportunity 2.Improve savings 3.Reduce debt 4.Improve Credit Score 5.Build Assets for future 6.Improve Financial Knowledge
Get Your Annual Credit Report Complete Starting Position in your Passport on pages Join Virginia Saves Complete MY Future Visit Blog Read Homework Notes/Income Resource Guide Reconcile Bank Statement Schedule Appointment with coach Homework
To complete this class: Give us a call! Or We will complete registration and verify that the survey has been completed.