Even More
FREE Seminars

Learn the basics of obtaining and managing your credit, including an understanding of how to improve your credit and make good credit great to enable you to obtain the best financing rates when purchasing your dream home. 

• The basics of obtaining and managing credit
• Your Credit Score: What does it mean?
• How to improve your Credit Score and rebuild damaged credit
• Identity theft: Staying one step ahead

Presented by Sheri Merrifield and Keith Louderback, Achieva Credit Union

Bee Ridge branch

Come and learn about Wills & Trusts.

• The Basics of Wills & Trusts
• Information to Help You Decide Whether you Need a Trust
• What is the Difference Between Having a Will and Probate?

Presented by Atty Marilyn Polson, Fisher & Sauls, P.A.

Largo branch

Achieva Credit Union's Certified Financial Counselors (CFCs) offer assistance in seeking solutions for members by helping them with their current financial challenge, changing their financial practices, and building their financial future. 

• Brief overview of the CFC program
• Stages of success 
    o Charting 
    o Launching 
    o Navigating 
    o Anchoring
• What is in my Credit Score?
• Tips & Tricks for saving money for vacation

Presented by Brittany Demski, Carmen Cinelli, Chris Hill, Cristina Cocomazzi, Lori Fox, and Sally Brinkmann         Achieva Credit Union Certified Financial Counselors

Space is limited, so reserve your seat today and come learn more about our CFC services. 

Bee Ridge branch

Establish a link between personal choices and achieving your financial goals.

Key points include:

• Learning to set realistic goals
• Developing a spending plan
• Distinguishing between wants and needs
• Starting or increasing savings 

Presented by Sandra Rains, CredAbility

Largo branch

New to Medicare or turning age 65?  What you need to know.  Topics to be discussed will include:

• What is Medicare?
• When to apply before turning 65
• What Medicare pays and doesn't pay
• What plans are available with Medicare
• Difference between Supplements & Advantage Plans
• Medicare rules

Presented by Linda Bullerman, CLTC

Bee Ridge branch

Learn about Medicare options for 2013 during the open enrollment period.

• Medicare 101
• Changes for 2013
• Difference between Medicare Advantage and Supplements
• Anything new for 2013

Presented by Linda Bullerman, CLTC

Bee Ridge branch

Learn about Medicare options for 2013 during the open enrollment period.

• Medicare 101
• Changes for 2013
• Difference between Medicare Advantage and Supplements
• Anything new for 2013

Presented by Linda Bullerman, CLTC

Largo branch