1. Orientation

2. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com

3. Welcome

4. 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

5. Bank On Components Once per month classes Calendar of all classes can be found at Bank On Blog http://bankonvb.blogspot.com Homework assignments help you complete your financial fitness plan Classes are fun and interactive so don’t be shy about bringing your questions

6. 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

7. 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

8. 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

9. Sign-in for each class Instructor signs Passport for completion of class If you need to attend another class, contact bankonhr@gmail.com or 757-943-9652 bankonhr@gmail.com Complete Homework Assignments Reach out to your coach Class Guidelines

10. Tell Us About You http://bankonvb.blogspot.com Survey is on homepage/right column

11. My Future

12. 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

13. Get Your Annual Credit Report www.annualcreditreport.com www.annualcreditreport.com Complete Starting Position in your Passport on pages 13-14 Join Virginia Saves www.virginiasaves.orgwww.virginiasaves.org Complete MY Future Visit Blog www.bankonhamptonroads.comwww.bankonhamptonroads.com Read Homework Notes/Income Resource Guide Reconcile Bank Statement Schedule Appointment with coach Homework

14. To complete this class: Give us a call! 757-943-9652 Or email Bankonhr@gmail.com We will complete registration and verify that the survey has been completed.