Financial wellness programs
Financial Education
We provide free resources to start or enhance your financial wellness program. Our programs are designed to reduce stress and increase financial confidence for both students and employees.
Our philosophy
Our goal is to guide individuals as they assess the values and attitudes that shape their financial actions. Through our presentations, on-demand learning and one-on-one financial coaching, we’ll help employees make lasting changes, empower them to achieve their financial goals through effective decisions and enhance their financial fulfillment.
Host a workshop
Mountain America Credit Union is proud to offer complimentary workshops to support your workplace financial wellness program, supplement a school's financial literacy curriculum and help strengthen our community. Workshops are available in-person and virtually. Complete the form to request a workshop for your group. Learn more about the available topics below.
Financial wellness series
We offer presentations and on-demand learning specific to your needs through the following series categories:
- Financial stability
Designed for those who want to build a strong understanding of the basics of personal finance. This series includes the following:
Money is meaningful to everyone in some way. Together we’ll learn how to identify that individual meaning, how that meaning impacts your brain and financial decision-making, and how to overcome biases that can get in the way of financial success. Also available in Spanish.
In this presentation, you'll learn how to plan, create and stick to your budget. You'll also learn how to recognize and overcome psychological barriers that get in the way of everyday financial success.
How do you build a workable budget when your income fluctuates? Whether you run your own business, have inconsistent hours or earn extra money, this presentation will explain how to manage your financial peaks and valleys successfully.
Want a better understanding of how credit works? Learn about the components of your credit score, the best ways to build or reestablish credit and your rights as a consumer.
We make purchases everyday, whether online, over the phone, with a card or via mobile payment services. In today’s society, it’s important to stay informed of common scams. Learn key principles to protect yourself against scams and other fraud strategies.
- Financial growth
Targeted toward audiences who understand basics such as budgeting and credit. This series helps learners focus on their future goals such as buying a home, being debt free and planning for retirement.
Want to get out of debt more quickly? Learn the most effective ways to break free from debt, including the snowball, avalanche and other tried-and-true methods.
Ready to get a handle on your investments? In this presentation, we discuss basic investment principles you can apply to jump-start your financial goals.
Find out where to begin when buying your first home. In this presentation, we discuss the cost of purchasing a home, the loan process, different loan programs and what lenders look for in a homebuyer.
- Financial security
Created for more financially experienced audiences who aim to both chase their financial aspirations and enhance the growth and security of their existing assets.
Want to get out of debt more quickly? Learn the most effective ways to break free from debt, including the snowball, avalanche and other tried-and-true methods.
Learn about how your Social Security benefits are impacted by work, taxes and marital status. The Medicare portion covers the impact of receiving health benefits through work, as well as an overview of parts A, B, C and D. This sixty-minute seminar can cover both topics or be divided to include one or the other.
4. Financial fulfillment
Geared toward individuals who have established a solid foundation, are on track with the growth and protection of their assets and are looking to discover greater fulfillment in their financial journey.
Incorporating two different perspectives into a financial relationship is tricky. Learn how to identify the common sources of financial conflict and other tips unique to a couple’s financial success.
We all want our children to learn how to handle money. Find ways to identify teaching opportunities and have discussions with your children about their own big adventures. Learn practical and creative methods to help them move toward a positive financial path.
Research shows that money has a significant impact on happiness and life satisfaction. Not just in how much one has, but in the way it’s used. Learn how to find greater satisfaction with your money by focusing on service, experiences and time.
Other presentations
For all to enjoy.
Help your students prepare for life as an adult. In this session, students fast forward ten years into the future. They will have the opportunity to see how decisions about their career, family, needs, wants and priorities add up.
Give teens a head start on taxes. This presentation explains how taxes are used and what effects they have on everyone—even young people.
Introduce teens to insurance—what it is, why it’s important and how different types of insurance may help throughout life.
Community impact
Our team meets with over 12,000 individuals annually through presentations and coaching sessions. We’ve supported more than 200 organizations since 2019. Explore our testimonials to learn about the positive impact our services have made on peoples’ lives.
AUDIENCE MEMBER, ODYSSEY HOUSE
“It’s nice to see the many ways you can better your financial situation and how it’s never too late to try to better your circumstances.”AUDIENCE MEMBER, ODYSSEY HOUSE
“The presenter gave me a lot of great tips that I am working on applying. He answered my questions and made himself available for a free consultation.”Wellness Coordinator, Salt Lake County Employee Wellness
“We have worked with the team for several years. Every time we work together, they are quick to respond, provide excellent customer service and have useful materials and resources. The team’s genuine passion shines through.”AUDIENCE MEMBER, THE OTHER SIDE ACADEMY
“My quality of life has improved with the help and financial assistance of the Mountain America financial education team. I will forever be indebted to the wonderful organization that has given me financial independence.”Meet the team
Holly Craig
Financial Education Program Manager
Holly Craig
Holly has been in the financial industry for over 20 years, holding roles such as a licensed branch manager, small business banker and financial guide prior to becoming a financial education manager. Holly is a National Social Security Certificate holder. She enjoys live music, outdoor summer activities and traveling adventures with her husband. Holly is not affiliated with or endorsed by LPL Financial.
Cass Fuentes
Financial Education Manager
Cass Fuentes
Cassandra, who goes by Cass, transitioned from social work to the financial services industry in 2010, driven by her passion for helping people achieve their goals. With a master's degree in education, she creates engaging learning experiences for personal financial growth. Outside of work, Cass enjoys family moments, music, outdoor activities and sharing silly videos of her golden retrievers, Kobuk and Coda.
Scott Sherman
Financial Education Manager
Scott Sherman
Scott believes anyone can create a stress-free financial life with the right education, tools and guidance. He shared that message with tens of thousands of people as a personal finance writer, speaker and coach for five years before becoming a financial education manager. He loves to help people find the resources that will make their financial dreams a reality. Scott is a Michigan native who has spent the last 16 years in Utah. He enjoys spending time with his wife and daughter. On the weekends, he plays drums in the rock cover band Dangerously Close.
Bill Hickey
Financial Education Manager
Bill Hickey
Bill has eight years of experience in the financial industry, with roles including loan officer, branch manager, and financial education manager. Prior to joining Mountain America, he held various management positions in the agricultural sector. Bill is committed to providing the resources and education necessary for individuals to thrive and secure their financial future by equipping people with the knowledge and tools they need to succeed. In his free time, he enjoys working on home projects and maintaining his garden.
Sign up today
If you are interested in scheduling a workshop, please submit the contact form at the top of this page, and a financial education manager will contact you soon.
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