San Mateo Credit Union believes that an educated consumer makes wiser financial choices. Because we recognize the importance of financial education as a way to help our member-owners attain their financial goals, we practice a strong dedication to financial literacy. We dedicate full-time resources toward financial education—to members, consumers, local schools and community organizations in San Mateo County.
SMCU offers a wide variety of workshops and seminars to local schools and organizations on topics such as money management, budgeting, understanding credit, first-time home buying, and safeguarding against identity theft.
Partnering with Schools & Community Organizations
SMCU partners with local schools and community organizations to offer free financial education workshops. To set up a free class for your school or organization, call us at (650) 562-1233 or email us at FinancialEducation@smcu.org.
Dates |
Times |
Topic |
Location |
| February 26, 2010 |
2pm – 3pm |
Budgeting Workshop |
Samaritan House
4031 Pacific Blvd, 2nd Floor
San Mateo, CA 94403 |
| This workshop will cover the key concepts of identifying short, mid, and long term goals, and designing a realistic spending plan that will enable you to live within your means while saving for the future. Included in the presentation will be discussion of how to become and remain debt-free, and how to stay motivated. |
To reserve your seat, contact Richard A. Villareal at 650-562-1233 or email at education@smcu.org.
Financial Counseling
One of the many benefits of San Mateo Credit Union membership is access to free financial and debt counseling. SMCU has partnered with BALANCE, an non-profit organization that serves credit unions and their members. They help our member-owners develop a debt-management plan or personalized budget to achieve specific financial goals. BALANCE provides objective and comprehensive assistance that addresses all aspects of personal finance. For more information on BALANCE, call (800) 808-4327 or click here. (En Español)
Free Debt Management for SMCU Members
Given the current status of our nation’s economy, you might be struggling with the ability to stay on top of your finances. Wouldn’t it be nice to have a free tool to help bring your debt into clear and manageable focus? You do—the solution is just a click away.
Debt in Focus is a free interactive, online service sponsored by credit unions throughout the country. All you have to do is input brief information about your income and debts, answer a few simple questions, and you’ll receive an immediate evaluation recommending strategies to get—and keep—your finances on track. It’s fast, effective, and completely anonymous, making it the perfect confidante to help you through a difficult time.
To begin, click here.
