Independence Day

On Friday, July 3, the following branches will be closed in observance of Independence Day: Concord, Natick, O'Neill, JFK, McCormack, Barnes, Coast Guard, and Moakley. All branch locations will be closed on Saturday, July 4, 2020. Our Concord branch will also be closed on Monday, July 6. 

Seminars

Tap into our expert knowledge with a free onsite seminar

Lunch & Learn

Let's do lunch. Tap into our expert knowledge with an onsite seminar. Our 45 minute programs are designed to fit into the work day. Offering a Lunch and Learn seminar for your staff couldn't be easier.

Select the seminar that you would like to offer your team and we will give you a call to schedule your Free Lunch and Learn seminar.

2020 Seminars

“Orientation: Your Credit Union At Work For You”
Use Your Home Equity to “Close the Retirement Gap”
Estate Planning-Protect your family's future
Money Management- Setting Financial Goals
 







Security
  captcha code for visual authentication  letter V number 5 letter Z number 3

Money Management

  • Managing Your Money
    • Creating a personal budget
    • Making your money work for you
    • Using online resources and ATMs to make finances simple and convenient
    • Keeping records organized

Build Wealth

  • Investing 101
    • Is investing in your future?
    • Stocks, bonds, and mutual funds
    • Annuities Investment approaches & strategies

  • Intermediate Investing Techniques
    • Why do institutional investors consistently beat individuals?
    • Can individual investors close that gap?
    • Seven deadly sins of investing.
    • Three keys to long term investing success.

Home Buying

  • Your Route to Home Ownership
    • Is ownership right for me?
    • How much house can I afford?
    • What types of mortgages are out there?
    • Will I be able to get financing?

  • Preparing to Buy a Home
    • Is my credit report important?
    • Steps to take before you buy
    • Is getting pre-qualified important?

Other

  • Buying a new vehicle?
    • Where do I start?
    • Should I have a plan?
    • When is the best time to buy?
    • How do I get the best price?
    • When do I negotiate a trade-in?