Building a Banking Relationship

Building a Banking Relationship – Virtual, 1.5 hours

Determining whether or not to use a financial institution – and which financial intuition to use – is challenging. In this workshop, we discuss how financial institutions can serve as a tool to help you reach your financial goals. We review various banking terms & vocabulary so you feel empowered and in-the-know when talking with your current or future financial institution. We navigate the pros and cons of using a financial institution and how to get started working with a bank or credit union. We empower you with the knowledge to evaluate and choose the financial institution & products that work best for you. Leave this workshop knowing how to effectively establish, re-establish or end banking relationships.