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EDUCATIONAL SEMINARS

Part of our mission is to improve our members financial condition - and what better way than to offer free financial education and seminars?  Not only are these offered to our members, but we also present to various groups, businesses and organizations.

Open Seminars

Community Seminars

Financial Education

Open Seminars
The following seminars are open to anyone.

 

Day Air Financial Planning Center* Estate Planning (video)

Seminar: Wednesday, December 14, 2011 at 6:00 PM at our Wilmington Pike Branch

RSVP by calling (937) 643-2160 by November 30th, 2011 or visit one of our branches!

Mini-Workshops: November 9 (Wilmington Pike)

                            November 17 (York Commons)

                            November 22 (Centerville)

 

Money Sense: Long Term Care*
Date: December 15, 2011
Time: 6:30 - 8:00 PM
Location: Centerville Library
Presenter: Jonathon Peirson, Day Air Credit Union

Do you have a plan for your long-term care needs? If not, attend this session to find out more about the benefits and costs of Medicare and Medicaid, long term care insurance and more.
Find out more.

 

Lobby Days

December - Estate Planning at our York Commons Branch

Our Quarterly seminars and lobby days are presented by Jonathan Peirson, Financial Advisor, CUSO Financial Services*, L.P.

*Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, are not credit union guaranteed, and may lose value. Financial Advisors are employees of Day Air Credit Union and registered through CFS. Day Air Credit Union is affiliated with CFS (member FINRA/SIPC) and SEC Registered Investment Advisor. For specific tax advice, please consult a qualified tax professional.



Community Seminars
We offer financial education seminars to any groups, businesses, or organizations - youth and adult!  If you would like to have a seminar at your next meeting or event, please contact the Business Development Team.

View a list of seminars here.  If you don't see what you are looking for, let us know and we can tailor a seminar to your needs.

 


Financial Education

Listen to a Podcast!

 

Be sure to take advantage of all the free resources BALANCE provides to our members!

 

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